Microsoft’s profit (MSFT) Q4 2025

Microsoft The shares jumped by 9 % in trading on Wednesday after the company informed better profits and revenues than expected for the fourth quarter.

Here is the way the company led compared to the consensus of Lseg:

• Arrow’s profits: $ 3.65 for $ 3.37 expected
• profit: 76.44 billion dollars for 73.81 billion dollars expected

The head of Microsoft, Amy Hood, called for 74.7 billion dollars to 75.8 billion dollars from the revenue of the first quarter. The middle of the range, which amounted to $ 75.25 billion, exceeded the LSEG consensus of $ 74.09 billion. The company sees the growth of 37 % Azure in a fixed currency. The consensus of Streetaccount was 33.7 %.

The margins operating for the first quarter in the first quarter of the company of 46.6 % is broader than 45.7 % consensus among analysts surveyed. Hood’s expectations included more than $ 30 billion in capital expenditures.

Hood said that Microsoft sees more than $ 30 billion in the first financial capitalist expenses obtained through financial rental contracts, which would succeed in annual growth that exceeds 50 %. Analysts signed by the survey by Visible Alpha 24.23 billion dollars.

Hood said that capital expenditures will grow in the new fiscal year, but slowed down more than in the 2025 fiscal year that ended in June.

The company continues to face the lack of infrastructure of the data center, as it increases the ability to operate artificial intelligence models.

Hood said: “I talked about it, my God, in January, and said I thought we would be in a better condition in June,” Hood said. “Now I say I hope to be in a better condition by December.”

If the spending is the same for every quarter of the new fiscal year 2026, the total will be more than $ 120 billion, indicating the growth of 36 %, compared to the consensus of $ 100.50 billion in Alpha.

For the fourth financial quarter, which ended on June 30, revenues increased by 18 % in the fourth financial quarter ending on June 30, an increase of 64.7 billion dollars in the previous year, according to statement. This is the fastest growth in more than three years. The net income rose to 27.23 billion dollars from 22.04 billion dollars a year ago.

The company’s smart unit, which includes the Azure cloud, produced $ 29.88 billion of revenues, an increase of about 26 % and overcoming the consensus of the street of $ 28.92 billion.

For the first time, Microsoft unveiled its azure scale in dollars. In the fiscal year 2025, revenue from Azure and other cloud services exceeded $ 75 billion, an increase of 34 % over the previous year.

During the fourth financial quarter, revenues from Azure 39 % have grown. Analysts included in Street Street and CNBC expected a 34.4 % and 35.3 % azure growth.

The company’s productivity and commercial operations sector, which is home to the office productivity program and LinkedIn, achieved $ 33.11 billion of revenues, with its consensus of $ 32.12 billion between the analysts included in the street.

Amnesty International beta from Microsoft, which includes Openai’s share and billions of value Nafidia Chips, add to business programs sales. The company said that the accreditation of Microsoft 365 Copilot led to a rise in revenues for each user of the Microsoft 365 commercial products such as office product production packages.

Microsoft said their Copilot products, including Microsoft 365 Copilot for commercial clients and COPILOT aide in Windows, has 100 million active users per month.

The total of the personal computing unit, which includes Windows, and the search for ads, devices and video games, reached $ 13.45 billion. The number increased by 9 % and higher than the 12.68 billion street consensus.

Microsoft said the sales of devices and Windows operating licenses for hardware manufacturers increased by 3 %. Gartner, a company looking in the technology industry, estimated that computer shipments have increased by 4.4 % in the quarter.

Microsoft and its peers in the field of huge technology compete to create databases full of chips to develop artificial intelligence models and increase the increasingly huge work burden. Microsoft has 24.2 billion dollars of capital expenditures and assets acquired through a quarter -lease contracts, an increase of 27 % over the previous year.

Last week, alphabetGoogle’s parent company, Collide Capital spending forecast for 2025 by $ 10 billion to $ 85 billion.

Dead He said On Wednesday, capital expenses will reach between 66 billion dollars and $ 72 billion for this year, raising the minimum former Estimation of $ 64 billion.

During a quarter, Microsoft celebrated Fifty anniversaryDisbruding more than 6000 people And a Japemb’s feature To set coding tasks for COPILOT assistant. The company also said that LinkedIn Ryan Roslesky will take over He added responsibility Open office productivity applications.

Microsoft said it has $ 1.71 billion at other expenses during the quarter. This includes the losses recognized on stock method investments such as Openai. Other expenditures in the previous quarter reached 623 million dollars.

As of the closure of Wednesday, Microsoft shares increased by 22 % for this year and traded near the record, while the S&P 500 index has gained about 8 %. Microsoft shares were traded over $ 550 after hours, prompting its market paint About 4.1 trillion dollars. This makes it the second company after NVIDIA crossing the $ 4 trillion brand.

Executive officials will discuss the results with analysts in a group call starting from 5:30 pm Easter.

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