Microsoft (MSFT) Q3 2026 (USD) EPS 4.27 (exp. 4.05), Revenue 82.9bln (exp. 81.37bln).

Microsoft's Q3 2026 results exceeded expectations, reporting an EPS of 4.27 and revenue of 82.9 billion, which highlights strong operational performance, particularly in cloud services.

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eBay (EBAY) Q1 2026 (USD): adj. EPS 1.66 (exp. 1.58), Revenue 3.1bln (exp. 3.04bln)

Equinix (EQIX) Q1 2026 (USD): EPS 4.20 (exp. 4.32), Revenue 2.44bln (exp. 2.52bln); raises outlook

Microsoft (MSFT) Q3 2026 (USD) EPS 4.27 (exp. 4.05), Revenue 82.9bln (exp. 81.37bln).

Amazon.com (AMZN) Q1 2026 (USD): EPS 2.78 (exp. 1.63), Revenue 181.5bln (exp. 177.22bln), guides Q2 revenue between 194-199bln (exp. 188.69bln) and operating income between 20-24bln (exp. 22.6bln)

Meta Platforms (META) Q1 2026 (USD): Diluted EPS 10.44 (exp. 6.66), Revenue 56.3bln (exp. 55.54bln)

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  • Operating income 38.4bln (exp. 36.8bln).
  • Net income 31.8bln (exp. 30.3bln).
  • Cloud revenue USD 54.5bln.
  • Productivity and business processes revenue USD 35bln
  • More personal computing revenue USD 13.2bln, decreased 1%; Windows OEM and Devices revenue decreased 2%; Xbox content and services revenue decreased 5%; Search advertising revenue excluding traffic acquisition costs increased 12%.
  • Intelligent cloud revenue USD 34.7bln.

CEO COMMENTARY

 "We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era. Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year."

Context

The robust growth in AI revenues and cloud segments could signal continued investor confidence and potential upward pressure on stock performance, while the declines in certain hardware and gaming revenues suggest areas of concern within their overall business strategy.

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