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← The wire · Wednesday, October 28 Microsoft CFO: capex to speed up in H2 as third-party capacity deliveries shift Microsoft CFO said capital expenditure spending will accelerate in the second half of the fiscal year as third-party capacity deliveries that were postponed from Q1 shift into H2.
Sentiment bullish 70
Bullish · 70 of 100 Impact 60
medium · sector-wide Confidence 70%
moderate confidence · single wire Event developing
v1 · alerted to followers WHAT WE KNOW CFO stated capex will speed up in H2 of fiscal year Third-party capacity deliveries postponed from Q1 are shifting to H2 News Calendar Reports Stocks Sign in CRWD +2.88% $257.64 PM +0.46% $209.75 LITE −5.44% $795.00 NWG +2.00% $15.78 FOX +7.17% $60.23 APOS Prev. session −0.08% $25.00 Oct 30, 16:04 ET MRVL −1.08% $194.28 FLNC +1.40% $5.80 RDDT +0.15% $91.87 ETR +0.23% $110.36 GPRK −0.83% $10.79 RYAAY +4.32% $56.04 L Last update 0.00% $111.32 Nov 2, 08:23 ET OKTA +0.36% $208.99 ORCL −2.70% $127.14 PRG Last update 0.00% $34.75 Nov 2, 08:24 ET NVDA +1.36% $207.43 AAPL −0.11% $344.24 TSLA +1.54% $405.96 KPTI Last update −7.19% $0.61 Nov 2, 07:06 ET SN +1.92% $212.00 RMD Last update 0.00% $229.94 Nov 2, 08:24 ET PEG −1.84% $72.92 SPCX +1.99% $137.40 KRYS −3.70% $319.99 AXSM −4.45% $138.00 INTC +0.56% $66.13 GOOGL +1.19% $283.17 MSFT +0.88% $526.49 NDAQ +0.73% $107.01 CRWD +2.88% $257.64 PM +0.46% $209.75 LITE −5.44% $795.00 NWG +2.00% $15.78 FOX +7.17% $60.23 APOS Prev. session −0.08% $25.00 Oct 30, 16:04 ET MRVL −1.08% $194.28 FLNC +1.40% $5.80 RDDT +0.15% $91.87 ETR +0.23% $110.36 GPRK −0.83% $10.79 RYAAY +4.32% $56.04 L Last update 0.00% $111.32 Nov 2, 08:23 ET OKTA +0.36% $208.99 ORCL −2.70% $127.14 PRG Last update 0.00% $34.75 Nov 2, 08:24 ET NVDA +1.36% $207.43 AAPL −0.11% $344.24 TSLA +1.54% $405.96 KPTI Last update −7.19% $0.61 Nov 2, 07:06 ET SN +1.92% $212.00 RMD Last update 0.00% $229.94 Nov 2, 08:24 ET PEG −1.84% $72.92 SPCX +1.99% $137.40 KRYS −3.70% $319.99 AXSM −4.45% $138.00 INTC +0.56% $66.13 GOOGL +1.19% $283.17 MSFT +0.88% $526.49 NDAQ +0.73% $107.01
Q1 capex was $45.2B vs $51B consensus due to delays
Microsoft CFO said capital expenditure spending will accelerate in the second half of the fiscal year as third-party capacity deliveries postponed from Q1 shift into H2. FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read $MSFT on BORSA Microsoft
$526.49 +0.88%
NEWS READ Bullish
MATERIAL EVENTS 24H 1
STORIES 30D 72
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Microsoft (MSFT) stock news → How it developed 27 wires · newest first
Wed to Thu Thu 2:32 AM Microsoft profit rises as Azure growth accelerates to 48% bullish 80 · impact 70Wed 7:12 PM Microsoft profit soars as Azure growth accelerates to 48%, beating estimates bullish 80 · impact 70Wed 6:22 PM Microsoft sees Azure growth accelerating to 49%-50% in fiscal Q2 bullish 80 · impact 70Wed 6:14 PM Microsoft CFO clarifies Q2 Azure growth at 49% to 50% constant currency bullish 70 · impact 60Wed 6:13 PM Microsoft tops quarterly estimates as Azure growth accelerates to 48% bullish 85 · impact 85Wed 6:12 PM Microsoft Stock Jumps on Earnings Beat; Capex Lower Than Expected bullish 80 · impact 80Wed 6:11 PM Microsoft beats Q1 estimates; capex below expectations bullish 75 · impact 80Where this story sits ringed dot is this story
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Wed 6:07 PM
Microsoft guides Q2 above estimates, trims CY26 capex on third-party delays
bullish 70 · impact 70
Wed 6:06 PM Microsoft CFO: Q2 Agents and Infra revenue $80.1B-$80.7B, Azure growth 49% bullish 70 · impact 70
Wed 6:04 PM Microsoft CFO: capex to speed up in H2 as third-party capacity deliveries shift bullish 70 · impact 60 · this page
Wed 6:02 PM Microsoft guides fiscal Q2 devices and consumer revenue to $15.9B-$16.4B bullish 65 · impact 40
Wed 6:02 PM Microsoft guides fiscal Q2 Agents and Infra revenue to $80.1B-$80.7B neutral 50 · impact 70
Wed 6:01 PM Microsoft guides Q2 above estimates, trims CY26 capex on third-party delays bullish 70 · impact 70
Wed 6:01 PM Microsoft guides fiscal Q2 revenue to $96B-$97.1B bullish 70 · impact 70
Wed 6:01 PM Microsoft guides Q2 capex above $50 billion bullish 70 · impact 70
Wed 5:58 PM Microsoft CFO projects Agents and Infrastructure revenue at $80.1B to $80.7B bullish 70 · impact 60
Wed 5:51 PM Microsoft CFO: Q1 capex below guidance due to postponed third-party capacity deliveries bullish 65 · impact 40
Wed 5:18 PM Microsoft stock jumps on earnings beat; capex below expectations bullish 80 · impact 70
Wed 4:48 PM Microsoft beats fiscal Q1 estimates as Azure growth accelerates to 48% bullish 80 · impact 80
Wed 4:29 PM Microsoft Azure growth accelerates to 48%, beating guidance bullish 80 · impact 60
Wed 4:28 PM Microsoft Azure growth accelerates to 48%, capex below estimates bullish 80 · impact 80
Wed 4:21 PM Microsoft tops quarterly estimates as Azure growth accelerates to 48% bullish 80 · impact 80
Wed 4:19 PM Microsoft profit soars on 48% Azure growth, beats estimates bullish 70 · impact 70
Wed 4:08 PM Microsoft Q1 cloud revenue $63.9B beats estimate, Azure ex-FX +48%, capex $39.37B below forecast bullish 75 · impact 80
Wed 4:05 PM Microsoft Q1 earnings beat estimates; Azure growth accelerates, capex below expectations bullish 85 · impact 85
Wed 4:04 PM Microsoft shares jump over 5% on stronger-than-expected Q3 earnings bullish 80 · impact 70
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