Microsoft, cloud growth
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Microsoft will provide Azure cloud service offerings to support the Air Force Cloud One program and its users.
Microsoft is heading into its earnings report this week facing what one analyst calls a "prove it" moment, with investors looking for signs that its massive AI bet is translating into sustained cloud growth.
Microsoft signs $750M Perplexity cloud deal as shares drop 10% on weak Azure growth and margin guidance for Q2 FY26.
Microsoft will retire SCOM SQL monitoring packs in 2027, pushing customers toward Azure Monitor and cloud billing.
Microsoft’s More Personal Computing division was the only business unit to post a revenue decline this quarter.
Microsoft (NASDAQ: MSFT) continues to provide investors with earnings beats and strong growth in its cloud, AI and gaming segments.
Microsoft’s quarterly earnings report revealed a result: the tech giant recorded a $7.6 billion gain tied directly to its investment in OpenAI.
OpenAI RPO concentration risk, margin/FCC pressure from AI capex, and monetization trends—Click for MSFT valuation and chart support.