Microsoft Reports Q4 Earnings After Bell With $87.62B Revenue Expected; Capex Plans in Focus

MSFT0.47%
According to CNBC consensus and LSEG data, Microsoft will report fiscal fourth-quarter results after Wednesday's closing bell. Analysts expect adjusted earnings per share of $4.24 and revenue of $87.62 billion for the quarter ended June 30, representing 14.6% year-over-year growth. Investors will closely watch Microsoft's capital expenditure guidance and Azure cloud growth forecasts, with analysts projecting 40% Azure expansion at constant currency. Concerns remain over the company's concentration risk with OpenAI, which accounts for approximately 45% of its $625 billion in commercial remaining performance obligations.
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