Earnings call briefFiscal first-quarter 2027
Microsoft MSFT
Microsoft expects fiscal second-quarter revenue of $96 billion to $97.1 billion
Microsoft also said it expects Azure growth of 49% to 50% in constant currency, with continued efficiency gains helping offset some third-party GPU-as-a-Service contracts delayed to the second half.
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Microsoft said on its fiscal first-quarter 2027 call it expects fiscal second-quarter revenue of $96 billion to $97.1 billion.
Microsoft said it expects capital spending of over $50 billion in the fiscal second quarter and approximately $170 billion for the calendar year, due to third-party capacity delays.
Quotes from the call
“Therefore, at a total company level, revenue should be between USD 96 billion and USD 97.1 billion or growth of 18% to 19%.”
“In Azure, we expect revenue growth of 49% to 50% in constant currency with continued efficiency gains across our CPU and GPU fleet, helping to offset some 3P GPU-as-a-Service contracts that have been delayed to H2.”
Key facts from the call
- Fiscal second-quarter revenue outlook
- $96 billion to $97.1 billion, growth of 18% to 19%
- Fiscal second-quarter Azure revenue growth outlook
- 49% to 50% in constant currency, with continued efficiency gains
- Fiscal second-quarter capital spending outlook
- Over $50 billion
- Calendar-year capital spending outlook
- Approximately $170 billion
Source: Microsoft's fiscal first-quarter 2027 earnings call, October 28, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.