Microsoft (MSFT) guides Q4 revenue between USD 86.7-87.8bln (exp. 87.2bln), Q4 Capex to increase over USD 40bln
Importance
Level 1
Q4:
- Operating expenses between USD 19.3-19.4bln
- Intelligence Cloud Revenue between USD 37.95-38.25bln (exp. USD 37.4bln)
- More personal computer revenue between USD 11.75-12.25bln (exp. USD 13.4bln)
- Azure and Other cloud services revenue growth between 39-40% in CCY.
2026:
- Capex at around USD 190bln
2027:
- Total revenue outlook is to grow in double digits.