Integration brings Sentry's readerless mobile access technology to Azure Access CP Series network controllers, expanding installation flexibility while preparing customers for emerging security threats.

Microsoft cuts its 2026 AI spending forecast by $5 billion despite Azure revenue surging 48%. Is the move a strategic shift or a temporary delay?

Anxiety about the company's massive capital expenditures (which were $116 billion in its fiscal 2026) may have weighed on the stock. Its Copilot platform suffers from a perception that it is not the AI engine of choice unless one is operating on a ...

Microsoft expects Azure revenue growth of 49% to 50% for its December quarter, which would mark an acceleration from the 48% year-over-year growth rate posted in the September quarter. Microsoft CFO A

Microsoft Corp (NASDAQ:MSFT) shares gave back early gains on Thursday despite a stronger-than-expected quarterly performance, as investors weighed accelerating artificial intelligence (AI) demand against the prospect of sharply higher infrastructure spending in the second half of its

Microsoft reports again on Wednesday, Oct. 28 -- exactly a year after that record close. And I think the stock needs one thing above all from that report. Azure has to keep growing comfortably faster than 40%. Across Microsoft's past four reports, the stock's next-day move has tracked Azure's growth rate.

Microsoft Azure earnings for Q1 2027: Azure grew 48% to $33.2 billion, the first public dollar disclosure, while free cash flow of $18.6 billion beat analyst estimates by $10 billion. GPU delivery timing and efficiency gains explain the FCF beat;