Microsoft Corp. reported strong fiscal fourth-quarter 2025 earnings, surpassing Wall Street expectations across key metrics. The company posted earnings per share (EPS) of $3.65, beating the consensus estimate of $3.37, and revenue of $76.44 billion, exceeding the estimated $73.89 billion. Intelligent Cloud revenue reached $29.88 billion, above the forecasted $29.1 billion, driven by a 39% year-over-year increase in Azure and other cloud services revenue, outperforming the expected 34.2% growth. Azure's annual revenue surpassed $75 billion, marking a 34% increase, as Microsoft continued to gain market share from competitors including Amazon Web Services and Google Cloud. Overall, Microsoft Cloud revenue rose 27% year-over-year to $46.7 billion. Operating income was $34.3 billion, and net income was $27.2 billion, both reflecting substantial year-over-year growth. The company also reported an 18% increase in total revenue and a 24% rise in EPS compared to the prior year. Following the earnings release, Microsoft shares rose over 6% in after-hours trading. CFO Amy Hood projected double-digit revenue growth for the upcoming quarter, supported by cloud and AI-driven demand. CEO Satya Nadella highlighted the expansion of data centers across six continents and emphasized the company's leadership in AI infrastructure and cloud computing, with quantum computing identified as a future growth accelerator. Separately, Apple Inc. reported fiscal third-quarter 2025 earnings that also exceeded expectations. Apple posted an EPS of $1.57 against an estimate of $1.43 and revenue of $94.04 billion, surpassing the forecast of $89.3 billion. iPhone sales contributed $44.58 billion, beating the estimated $40.06 billion, while services revenue rose 13% year-over-year to $27.42 billion. Mac sales were $8.05 billion, above the $7.26 billion estimate, although iPad and wearables sales fell short of expectations. Greater China revenue was $15.37 billion, slightly above estimates. Apple's revenue grew 10% year-over-year, driven primarily by strong iPhone and services performance. The company noted challenges including tariff costs and declines in iPad and wearables revenue but emphasized ongoing innovation and AI integration as key growth drivers. Apple shares rose about 1.7% in after-hours trading following the announcement.
$AMZN $200B LIQUIDATED, DOWN 8.5% WHY? Amazonโs AWS numbers were great, but not good enough. The largest hyperscaler in the world grew only 18% YoY. While still nearly $25B growth, it was not the kind of upside surprise that moves the needle. After $MSFT and $GOOGL crushed it https://t.co/kGG1TGRLnk
Google Cloud $GOOG added nearly $5.5 billion in ARR in Q2, its highest on record and a more than 4x increase from $1.2 billion in Q1. $MSFT $AMZN
In Cloud 9: $AMZN CFO: "AWS now has an annualized revenue run rate of more than $123 billion...AWS revenue was $30.9B, an increase of 17.5% YoY" $MSFT CFO: "Azure surpassed $75B in annual revenue, up 31% driven by growth across all workloads." $GOOG $GOOGL CFO: "Cloud