Microsoft Beats but Capex Slows; Will It Stay Mag 7's Laggard?
Microsoft posted above-consensus revenue growth with Azure cloud up 40%, though capital expenditure unexpectedly decelerated. The earnings call revealed AI revenue doubling year-over-year, hardware price increases adding $25 billion to capex, and GPU and storage shortages persisting throughout the year. Despite matching cloud acceleration with Alphabet, Microsoft fell 1% after hours versus Google's 7% surge. Can this earnings season finally shake Microsoft's status as the Mag 7's bottom performer?
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