Microsoft Q4 2026 earnings beat expectations with $90B revenue, up 18% year-over-year; Azure cloud surpasses $100B annually, grows 43% as AI investments drive $41B in capital spending despite stock down 19% for the year.

Microsoft beats Q4 cloud expectations as full-year Azure revenue tops $100 billion

Microsoft shares rose in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue. The stock edged up 3% in extended trading.Here's how the company did relative to LSEG consensus:Earnings per share: $4.74 adjusted. That may not compare with the $4.24 adj. per share expected by LSEGRevenue: $90.01 billion vs. $87.62 billion expectedMicrosoft's revenue grew about 18% year over year in the quarter, which ended on June 30, according to a statement. Net in...