---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000431010.md"
description: "$Microsoft(MSFT.US) earnings tonight key points:Bottom line. I don't have a sense of what the stock does tomorrow. ➡️Azure. Growth is expected to be 37.8% (Factset) vs. 39% in September. For March 26, the Street is expecting similar growth of 37%.➡️Capex. Street is expecting 49% y/y capex growth in December vs. 30% in September. That doesn't matter. ➡️What counts is what they say about capex growth in CY26. The street is expecting 32% y/y growth. That compares to AMZN at 17%, GOOG at 29%, META at 57%. I expect their comments will point to 40% capex growth. If they say that, it's a positive for $NVIDIA(NVDA.US).Source: Gene Munster"
datetime: "2026-01-28T17:21:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000431010.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000431010.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000431010.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# $Microsoft(MSFT.US) earnings tonight key points:Bo…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**