BRIEF-Microsoft Expects 2026 Capital Expenditures To Be About $190 Bln

Microsoft

Microsoft

MSFT

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April 29 (Reuters) - Microsoft Corp MSFT.O:

  • MICROSOFT: OUTLOOK Q4 TOTAL REVENUE $86.7 BILLION - $87.8 BILLION VERSUS IBES ESTIMATE $87.5 BILLION - PRESENTATION

  • MICROSOFT: OUTLOOK Q4 OPERATING EXPENSES $19.3 BILLION - $19.4 BILLION

  • MICROSOFT: OUTLOOK 2026 CAPEX ABOUT $190 BILLION

  • MICROSOFT: OUTLOOK Q4 INTELLIGENT CLOUD REVENUE $37.95 BILLION - $38.25 BILLION VERSUS IBES ESTIMATE $37.4 BILLION

  • MICROSOFT: OUTLOOK 2027 TOTAL REVENUE TO GROW IN DOUBLE-DIGITS

  • MICROSOFT: OUTLOOK Q4 PRODUCTIVITY AND BUSINESS PROCESSES REVENUE $37.0 BILLION - $37.3 BILLION VERSUS IBES ESTIMATE $36.6 BILLION

  • MICROSOFT: OUTLOOK Q4 MORE PERSONAL COMPUTING REVENUE $11.75 BILLION - $12.25 BILLION VERSUS IBES ESTIMATE $13.4 BILLION

  • MICROSOFT OUTLOOK Q4 AZURE AND OTHER CLOUD SERVICES REVENUE GROWTH BETWEEN 39%-40% IN CONSTANT CURRENCY

  • MICROSOFT: Q4 CAPEX EXPECTED TO INCREASE TO OVER $40 BILLION

  • MICROSOFT OUTLOOK 2026 AZURE REVENUE GROWTH EXPECTED TO SHOW SOME MODEST ACCELERATION IN 2026 H2 VERSUS 2026 H1


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