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Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance

Jan 28 (Reuters) - Microsoft MSFT.O delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts about the payoff from...

Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":526784507581456,"tweetId":"526784507581456","gmtCreate":1769644885147,"gmtModify":1769644888906,"author":{"id":3568262728204718,"idStr":"3568262728204718","authorId":3568262728204718,"authorIdStr":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":91,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>just buy the dip</body></html>","htmlText":"<html><head></head><body>just buy the dip</body></html>","text":"just buy the dip","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/526784507581456","repostId":2607605740,"repostType":2,"repost":{"id":"2607605740","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769643650,"share":"https://ttm.financial/m/news/2607605740?lang=en_US&edition=fundamental","pubTime":"2026-01-29 07:40","market":"us","language":"en","title":"Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2607605740","media":"Tiger Newspress","summary":"Jan 28 (Reuters) - Microsoft MSFT.O delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts about the payoff from...","content":"<html><head></head><body><img src=\"https://community-static.tradeup.com/news/f12db86c612f064685a4371a15038192\" tg-width=\"1080\" tg-height=\"1080\"/>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221854734348994570%22,%22type%22:2%7D\" title=\"Live: Microsoft FY2026Q2 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Microsoft FY2026Q2 Earnings Conference Call</a>]Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.<img src=\"https://community-static.tradeup.com/news/42d7688fc49dba1888eb98fd8a3c8a71\" title=\"\" tg-width=\"867\" tg-height=\"811\"/>Here’s how the company performed in comparison with LSEG consensus:<ul style=\"\"><li>Earnings per share: $4.14 adjusted vs. $3.97 expected</li><li>Revenue: $81.27 billion vs. $80.27 billion expected</li></ul>With respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.Thill brought up the OpenAI revenue concentration on a conference call with analysts.The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.The company’s customer demand continues to outstrip supply, Hood said.“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.In the past three months, Microsoft stock has fallen about 11%, while the S&amp;P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nTiger Newspress \n2026-01-29 07:40\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><img src=\"https://community-static.tradeup.com/news/f12db86c612f064685a4371a15038192\" tg-width=\"1080\" tg-height=\"1080\"/>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221854734348994570%22,%22type%22:2%7D\" title=\"Live: Microsoft FY2026Q2 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Microsoft FY2026Q2 Earnings Conference Call</a>]Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.<img src=\"https://community-static.tradeup.com/news/42d7688fc49dba1888eb98fd8a3c8a71\" title=\"\" tg-width=\"867\" tg-height=\"811\"/>Here’s how the company performed in comparison with LSEG consensus:<ul style=\"\"><li>Earnings per share: $4.14 adjusted vs. $3.97 expected</li><li>Revenue: $81.27 billion vs. $80.27 billion expected</li></ul>With respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.Thill brought up the OpenAI revenue concentration on a conference call with analysts.The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.The company’s customer demand continues to outstrip supply, Hood said.“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.In the past three months, Microsoft stock has fallen about 11%, while the S&amp;P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) 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The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.Thill brought up the OpenAI revenue concentration on a conference call with analysts.The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.The company’s customer demand continues to outstrip supply, Hood said.“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.In the past three months, Microsoft stock has fallen about 11%, while the S&P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":33,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}