Microsoft Shares Climb 3% After-Hours on Robust AI-Driven Q1 Cloud Revenue and Upbeat Outlook

Yahoo Finance · 2026-10-28

Microsoft Corp. saw its shares jump 3% in after-hours trading on Wednesday after posting first-quarter results that surpassed Wall Street expectations, fueled by surging demand for artificial intelligence and cloud services. Total revenue expanded 19% year-over-year to $92.3 billion, while adjusted diluted earnings per share reached $4.89, outperforming consensus estimates. Azure cloud infrastructure sales surged 48%, pushing total Microsoft Cloud revenue up 30% to $63.9 billion. Capital expenditures climbed 30% to $45.2 billion during the quarter, yet the company maintained positive net cash flows. Looking ahead, Microsoft projected second-quarter revenue between $96 billion and $97.1 billion, exceeding the $95.6 billion anticipated by analysts, and expects cash flows to remain net positive through fiscal year 2027.

AI 시장 분석

Microsoft reported a 19% increase in total revenue to $92.3 billion and earnings per share (EPS) of $4.89 for the first quarter, beating market estimates. Notably, driven by expanding AI demand, Azure cloud revenue surged 48%, leading the earnings growth. Following the strong earnings announcement, the stock rose 3% in after-hours trading, receiving a positive market response.

상승 영향

AI — Driven by surging demand for AI tools and cloud platforms, Azure revenue soared by 48%, leading the earnings growth.
Cloud — Total Microsoft cloud revenue increased 30% to $63.9 billion, and remaining performance obligation surged 73%.

하락 영향

Consumer Goods — More and consumer segment revenue decreased 3% year-over-year, and Windows OEM and devices revenue remained sluggish down 22%.

AI가 생성한 분석으로 투자 자문이 아닙니다.

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