Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth. Wall Street ...

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Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. But the number that jumped out to us when ...

Microsoft reported $625 billion in commercial remaining performance obligations as of the December quarter, more than double what it had a year ago and up sizably from three months earlier as well.

As more companies shift their operations to the cloud, choosing the right provider has become a major decision that affects everything from scalability to performance to long-term costs. Amazon Web ...

Microsoft is facing capacity constraints, and OpenAI is driving a large portion of the backlog in its cloud computing business. The company said its backlog in commercial bookings, a metric referred ...