Microsoft is scheduled to release its fiscal Q2 2026 earnings after market close today, with investors keenly anticipating updates on the performance of its Intelligent Cloud segment and future AI investments.
- The company delivered strong Q1 results, with Azure and cloud services revenue growing 40% year-over-year, and Intelligent Cloud segment revenue reaching $30.9 billion.
- Microsoft recently announced a definitive agreement with OpenAI and plans to increase total AI capacity by over 80% this year, doubling its datacenter footprint over the next two years.
- The stock closed at $480.58 yesterday, gaining 2.19% ahead of the earnings announcement.