# Q1

Published articles for Q1.

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## Microsoft's stock rises on solid earnings and revenue beat, with Azure growing 48%

DevFeed: [Microsoft's stock rises on solid earnings and revenue beat, with Azure growing 48%](<https://devfeed.tech/articles/microsoft-s-stock-rises-on-solid-earnings-and-revenue-beat-with-azure-growing-48-105679.md>)

Original publisher: [Read original article](<https://siliconangle.com/2026/10/28/microsofts-stock-rises-on-solid-earnings-and-revenue-beat-with-azure-growing-48/>)

Author: Mike Wheatley

Published: 2026-10-29T01:34:50Z

Content type: news

Language: en

Sources: [SiliconANGLE](<https://devfeed.tech/sources/siliconangle.md>)

Topics: [Azure](<https://devfeed.tech/topics/azure.md>), [AI Infrastructure](<https://devfeed.tech/topics/ai-infrastructure.md>), [Microsoft](<https://devfeed.tech/topics/microsoft.md>), [AI Chat](<https://devfeed.tech/topics/ai-chat.md>)

Tags: [ai](<https://devfeed.tech/tags/ai.md>), [ai-infrastructure](<https://devfeed.tech/tags/ai-infrastructure.md>), [ai-infrastructure-buildout](<https://devfeed.tech/tags/ai-infrastructure-buildout.md>), [ai-investments](<https://devfeed.tech/tags/ai-investments.md>), [amy-hood](<https://devfeed.tech/tags/amy-hood.md>), [azure](<https://devfeed.tech/tags/azure.md>), [azure-revenue](<https://devfeed.tech/tags/azure-revenue.md>), [capex](<https://devfeed.tech/tags/capex.md>), [capital-expenditures](<https://devfeed.tech/tags/capital-expenditures.md>), [cash-flow](<https://devfeed.tech/tags/cash-flow.md>), [chips](<https://devfeed.tech/tags/chips.md>), [cloud](<https://devfeed.tech/tags/cloud.md>), [cloud-infrastructure](<https://devfeed.tech/tags/cloud-infrastructure.md>), [copilot](<https://devfeed.tech/tags/copilot.md>), [earnings](<https://devfeed.tech/tags/earnings.md>), [financial-results](<https://devfeed.tech/tags/financial-results.md>), [first-quarter](<https://devfeed.tech/tags/first-quarter.md>), [growth](<https://devfeed.tech/tags/growth.md>), [infrastructure](<https://devfeed.tech/tags/infrastructure.md>), [microsoft](<https://devfeed.tech/tags/microsoft.md>), [microsoft-capex](<https://devfeed.tech/tags/microsoft-capex.md>), [microsoft-corp](<https://devfeed.tech/tags/microsoft-corp.md>), [microsoft-shares](<https://devfeed.tech/tags/microsoft-shares.md>), [microsoft-stock](<https://devfeed.tech/tags/microsoft-stock.md>), [news](<https://devfeed.tech/tags/news.md>), [q1](<https://devfeed.tech/tags/q1.md>), [revenue](<https://devfeed.tech/tags/revenue.md>), [satya-nadella](<https://devfeed.tech/tags/satya-nadella.md>), [stock](<https://devfeed.tech/tags/stock.md>), [the-latest](<https://devfeed.tech/tags/the-latest.md>), [top-story-3](<https://devfeed.tech/tags/top-story-3.md>)

### AI overview

Microsoft beat fiscal 2027 first-quarter expectations, with revenue up 19% to $92.28 billion and net income rising to $36.63 billion. Azure revenue grew more than 48% to $33.17 billion, above forecasts, despite delays from some third-party providers. Microsoft's new two-segment reporting showed Agents and Infra revenue up 25% to $76.8 billion, while Devices and Consumer revenue fell 3% to $15.48 billion; PC weakness amid higher memory and storage costs contributed to a 22% drop in device and Windows license sales. Capital expenditures and finance leases reached $45.2 billion, with about 75% tied to short-lived assets such as GPUs and CPUs. Free cash flow fell 27% to $18.63 billion; CFO Amy Hood said it would remain positive through fiscal 2027. For the next quarter, Microsoft forecast $96-$97.1 billion in revenue and Azure growth of 49%-50% at constant currency, both above analyst expectations.

### Source excerpt

Microsoft Corp. delivered better-than-expected earnings and revenue in its fiscal 2027 first quarter, driven by growth of more than 48% in its Azure cloud infrastructure business, sending its stock about 4% higher after hours. The company reported earnings before certain costs such as stock compensation of $4.89 per share, easily beating Wall Street's forecast of [...] The post Microsoft's stock rises on solid earnings and revenue beat, with Azure growing 48% appeared first on SiliconANGLE.