By Nauman Khan
Publication Date: 2026-01-22 12:35:00
This article first appeared on GuruFocus.
Microsoft (NASDAQ:MSFT) shares climbed about 1% onThursday after the software company secured a sizable U.S. military cloud services deal, giving investors a fresh catalyst tied to government spending growth.
The agreement covers a contract valued at roughly $170.4 million to support the U.S. Air Force’s Cloud One program. The initiative provides secure cloud infrastructure for a wide range of military users and applications.
Under the terms, Microsoft will deliver Azure cloud services from facilities across the continental United States. The work is scheduled to run through Dec. 7, 2028, offering the company multi-year revenue visibility from a federal customer.
The U.S. Department of Defense said the contract did not involve a competitive bidding process. Such awards often reflect existing technical requirements and continuity needs within defense programs.
The deal highlights…
