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Microsoft CEO Satya Nadella speaks on the World Financial Discussion board in Davos, Switzerland, on Jan. 20, 2026.
Krisztian Bocsi | Bloomberg | Getty Photographs
Microsoft is about to report fiscal second-quarter outcomes after market shut on Wednesday.
Here is what analysts polled by LSEG predict:
- Earnings per share: $3.97 adjusted
- Income: $80.27 billion
The consensus implies that analysts challenge 15% year-over-year income development within the quarter that ended on Dec. 31.
Traders pays cautious consideration to the speed of development from Microsoft’s Azure cloud infrastructure and different cloud companies.
Analysts surveyed by StreetAccount and CNBC count on 39.4% and 38.9% development in that class, respectively. Azure income elevated 40% within the fiscal first quarter. The slowdown would comply with three quarters of sequential acceleration.
Like its cloud rivals akin to Amazon, Microsoft has been constructing knowledge facilities crammed with special-purpose chips that may run generative synthetic intelligence fashions. Microsoft additionally pays for capability from CoreWeave and Nebius within the type of leases.
Analysts polled by Seen Alpha count on $34.31 billion in quarterly capital expenditures and finance leases, up about 52%.
In the course of the quarter, Microsoft stated it is going to increase costs of economic Workplace productiveness software program subscriptions.
Microsoft-backed OpenAI agreed to spend $250 billion extra on Azure cloud companies, and Anthropic introduced plans to purchase $30 billion price of cloud companies and contract as much as a gigawatt of extra computing capability.
Prior to now three months, Microsoft inventory has fallen about 10%, whereas the S&P 500 index has gained 1%.
Executives will focus on the outcomes and situation steerage on a convention name with analysts beginning at 5:30 p.m. ET.
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