Microsoft CEO Satya Nadella speaks at an occasion commemorating the fiftieth anniversary of the corporate at Microsoft headquarters in Redmond, Washington, on , April 4, 2025.
David Ryder | Bloomberg | Getty Pictures
Microsoft is scheduled to report fiscal fourth-quarter outcomes after markets shut on Wednesday.
This is what analysts predict, in line with LSEG consensus:
- Earnings per share: $3.37
- Income: $73.81 billion
The estimates suggest round 14% year-over-year income progress for Microsoft, the world’s No. 2 firm by market cap. Income in the identical interval a yr earlier got here in at $64.73 billion.
Like expertise rivals Alphabet and Amazon, Microsoft has been dashing so as to add knowledge heart capability to fulfill hovering demand for operating synthetic intelligence fashions. Analysts polled by Seen Alpha count on $100.5 billion in capital expenditures in Microsoft’s 2026 fiscal yr, which ends in June, representing 14% progress.
Final week Alphabet bumped up its 2025 capital spending forecast by $10 billion to $85 billion.
Buyers additionally monitor Microsoft’s total Azure cloud computing enterprise, which is increasing as corporations migrate software program from on-premises knowledge facilities. Analysts polled by StreetAccount count on Azure progress of 34.4%, whereas CNBC’s consensus is 35.3%. Within the fiscal third quarter, Azure progress got here to 33%.
In the course of the quarter, Microsoft celebrated its fiftieth anniversary, laid off greater than 6,000 folks and launched a GitHub characteristic for assigning coding duties to the Copilot assistant. The corporate additionally stated LinkedIn chief Ryan Roslansky would tackle added duty operating Workplace productiveness purposes.
Microsoft shares are up about 22% in 2025, whereas the S&P 500 index has gained 8% over the identical time interval.
Executives will focus on the outcomes with analysts on a convention name beginning at 5:30 p.m. ET.
WATCH: San Francisco rolls out Microsoft’s Copilot to metropolis employees
