By Proactive
Publication Date: 2026-10-28 15:29:00
Microsoft Corp (NASDAQ:MSFT) reports fiscal first-quarter results after the market close on Wednesday, with investors looking for evidence that its heavy investment in artificial intelligence is translating into growth as the company prepares to disclose Azure revenue in dollars for the first time.
Wall Street expects revenue of about $90.6 billion to $90.7 billion for the three months ended September 30, up 16.6% from $77.67 billion a year earlier. Earnings per share are forecast at $4.71 to $4.72, compared with $4.13 in the prior-year quarter.
The revenue consensus sits near the upper end of Microsoft’s guidance range of $89.85 billion to $90.95 billion, setting a high bar for the results.
A key change this quarter is Microsoft’s move from three reporting segments to two, Agents and Infra, and Devices and Consumer. The revised…



