‼️ 🧠 Microsoft beat quarterly expectations as Azure revenue surged 48%, making it the company’s largest single business. Adjusted EPS of $4.89 topped the $4.73 consensus, while revenue rose 19% to $92.28 billion, exceeding the $90.69 billion forecast. Microsoft guided fiscal second-quarter revenue to $96 billion–$97.1 billion, implying 18.8% growth at the midpoint. Short-lived assets, including Intel chips and Nvidia GPUs, now account for roughly 75% of capital spending, up from 66% in recent quarters and 50% a year earlier.
