Microsoft Q1 Earnings: I Was Bullish, Now I'm Doubling Down

Microsoft Corporation delivered a strong Q1 FY2027, with revenue reaching $92.28B (+19% YoY) and adjusted [EPS] of $4.89, both beating Wall Street expectations. MSFT Azure accelerated to 48% growth, exceeding Bloomberg consensus by 320 bps. Quarterly revenue reached $33.17B, adding nearly $10.8B year-over-year. Operating profitability remains exceptional. Microsoft's operating margin expanded to 49.8%, demonstrating strong operating leverage despite massive AI infrastructure investments.