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ARRIWYKS
#MicrosoftQ1AzureAndAI
๐
*Oct 28 AMC โ Est: $90.6B Rev | $4.71 EPS | Azure 45%*
Last Q BEAT: $82.9B vs $81.4B, EPS $4.27 vs $4.05, Azure 40% vs 37% guide. Now guide raised to 44-45% CC, Cloud $40.9-41.2B.
*Why YES:*
AI run-rate $37B +123% YoY, RPO $678B +99%, Copilot seats 2x. AI contributes >20pts to Azure growth.
*Risk:* Capex >$50B this Q, $175B FY26 โ market wants ROI. Miss 45% = -5% stock. Options price ยฑ4.5%.
*Call: 70% BEAT โ Azure is the only number. >45% = $555 retest, <43% = $495
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