By Yahoo Finance Video
Publication Date: 2026-04-30 15:30:00
00:00 Speaker A
What’s going on here? Was it just sort of like not good enough, not enough to reset the narrative around Microsoft this year? Why do you think the stock is down?
00:10 Speaker B
I’m a little surprised to see it uh uh down 5% today because as you correctly pointed out, uh the Azure numbers were strong. Uh they beat expectations, they accelerated rela relative to last quarter. They’re guiding to future re-acceleration again this coming quarter, their fiscal Q4 which would be the June quarter, and then even further re-acceleration in Azure beyond that uh in the first half of FY27, which would be the back end of this calendar year. And so to put up numbers like that at this scale, in a capacity constrained world, I think is a very strong feat. Uh but to your point of why is the stock down, I think there’s maybe two reasons. Number one is, you know, people are looking at the numbers here relative to uh AWS, relative to uh GCP and you know, obviously…
