MSFT Microsoft: m365 copilot surpassed 30M paid Seats - slides

MSFT Q4 adj. EPS $4.74 vs. est. $4.24, +?% YoY; revenue $90.0B vs. est. $87.6B; Azure and other Cloud services revenue growth 43%; Cloud revenue $59.3B, Intelligent Cloud revenue $39.3B, Azure revenue $100.0B; CAPEX $41.0B with roughly two-thirds on short-lived assets; free cash flow $19.6B, down 23%; M365 Copilot surpassed 30M paid Seats; Q4 also included a $0.07 hit from OpenAI investments; shares +3.45%

Revenue: $90.01B (est $87.72B) Operating Income: $40.60B (est $39.02B) Adj EPS: $4.74 (est $4.25) EPS: $4.81 Intelligent Cloud Revenue: $39.31B (est $38.17B) Cloud Revenue: $59.3B (est $58.71B) Azure & Other Cloud Revenue Ex-FX: +43% (est +39.6%) Microsoft 365 Commercial Cloud Revenue: +16% Microsoft 365 Consumer Cloud Revenue: +24% Xbox Content & Services Revenue: -10% Capex Including Leases: $41B (est $42.05B) Azure Revenue Surpassed $100B For First Time Microsoft 365 Copilot Reached Over 30M Paid Seats Includes $3.2B Gain From Investment In Anthropic