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🔵🇺🇸 MSFT Earnings Call Analysis Q2 FY2026 | Microsoft Corporation

EPISODE · Jan 30, 2026 · 5 MIN

🔵🇺🇸 MSFT Earnings Call Analysis Q2 FY2026 | Microsoft Corporation

from Market Risk TR · host Market Risk

Microsoft Cloud Revenue: Surpassed $50 billion for the first time, increasing 26% year-over-year.Total Revenue: The company's total revenue reached $81.3 billion (a 17% annual increase).Azure Growth: Azure and other cloud services revenue recorded strong growth of 39%.AI Expansion: The AI business has built a scale larger than some of the company’s biggest franchises that took decades to build.Copilot Adoption: Microsoft 365 Copilot reached 15 million paid seats, an increase of over 160% year-over-year.Capital Expenditures (CapEx): Totaled $37.5 billion, driven largely by investments in AI infrastructure such as GPUs and CPUs.Windows 11: The number of Windows 11 users surpassed the 1 billion milestone, up 45% year-over-year.

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🔵🇺🇸 MSFT Earnings Call Analysis Q2 FY2026 | Microsoft Corporation

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