Microsoft Forecasts Fiscal Q2 Revenue And Earnings

Microsoft will report fiscal second-quarter results after market close on Wednesday, with analysts polled by LSEG expecting $3.97 adjusted EPS and $80.27 billion revenue for the quarter ended Dec. 31, implying 15% year-over-year growth. Investors will focus on Azure and other cloud services—StreetAccount and CNBC expect about 39% growth versus 40% in the prior quarter—and Visible Alpha forecasts $34.31 billion in capital expenditures tied to cloud AI capacity.