Microsoft heads into a make-or-break earnings week riding a familiar but sharper narrative: Azure’s AI tailwind, a freshly retooled OpenAI partnership, and aggressive Copilot monetization that together could widen the company’s lead over Google Cloud and AWS—or expose new limits in scale and...
Microsoft’s Q4 earnings were a watershed moment for Azure — the company disclosed that Azure’s annual run rate has topped $75 billion, cloud revenue for the quarter rose to $46.7 billion, and Azure’s year‑over‑year growth accelerated to the high‑30s in the June quarter, while Microsoft’s backlog...
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