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Microsoft Q3 Earnings Preview: Azure Growth and AI Monetization Watch
Microsoft (MSFT) is expected to report its fiscal 2027 Q1 results on October 28, 2026. Wall Street consensus estimates revenue at $89.9-91.2 billion (16%-17% YoY) and net income at $35.2-35.8 billion (27.5% YoY). Azure growth is expected to be 45%-46%, with some estimates suggesting 47% or higher. The stock has hit all-time highs due to improved guidance and capital inflows. Key focus areas include Azure growth reacceleration on capacity release and AI monetization progress, particularly from productivity tools.