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Microsoft Puts Up Awesome Fiscal Fourth Quarter Results

publication date: Jul 31, 2025
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Looking to fiscal 2026, Microsoft expects to deliver another year of double-digit revenue and operating income growth. Management noted that it “will continue to invest against the expansive opportunity ahead across both capital expenditures and operating expenses given (its) leadership position in commercial cloud, strong demand signals for (its) cloud and AI offerings, and significant contracted backlog.” Capital expenditures are expected to be over $30 billion in the first quarter of fiscal 2026. Microsoft is firing on all cylinders, and we continue to like the idea in the newsletter portfolios.


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