Microsoft's Azure demand came -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Candice Housman

Microsoft's Azure demand came in above their own guidance, and the $677B backlog behind it takes capacity to deliver.

Azure was guided at 44% to 45% growth and delivered 48%, with the company citing strong demand for services across the platform.

Commercial RPO is $677B, up 73% year over year, against $678B in July. About 30% gets recognized in the next 12 months, while the portion beyond 12 months grew 98%. Bookings fell 12% against large Azure commitments in the prior-year quarter.

Capex including finance leases rose 30% to $45.2B to support customer demand across the Microsoft Cloud. Roughly three-quarters was short-lived assets, primarily CPUs and GPUs, with the remainder being long-lived.

Microsoft's FY26 10-K notes they rely on third-party providers, including colocation facilities, leased datacenters, and cloud infrastructure providers.

KEEL is developing powered shell and colocation capacity, offered to hyperscalers.

Source: Microsoft FY27 Q1 slides 6, 8, 9; FY26 10-K

$Keel Infrastructure Corp(KEEL)$ $Microsoft(MSFT)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":623393955402472,"tweetId":"623393955402472","gmtCreate":1793222945000,"gmtModify":1793267259652,"author":{"id":10000000000011484,"idStr":"10000000000011485","authorId":10000000000011484,"authorIdStr":"10000000000011485","name":"Candice Housman","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/d52558fc106a4aeeb8188d8d1cde8022","width":"1080","height":"606"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/d52558fc106a4aeeb8188d8d1cde8022","width":"1080","height":"606"}],"title":"","html":"<html><head></head><body><p>Microsoft's Azure demand came in above their own guidance, and the $677B backlog behind it takes capacity to deliver.</p>\n<p>Azure was guided at 44% to 45% growth and delivered 48%, with the company citing strong demand for services across the platform.</p>\n<p>Commercial RPO is $677B, up 73% year over year, against $678B in July. About 30% gets recognized in the next 12 months, while the portion beyond 12 months grew 98%. Bookings fell 12% against large Azure commitments in the prior-year quarter.</p>\n<p>Capex including finance leases rose 30% to $45.2B to support customer demand across the Microsoft Cloud. Roughly three-quarters was short-lived assets, primarily CPUs and GPUs, with the remainder being long-lived.</p>\n<p>Microsoft's FY26 10-K notes they rely on third-party providers, including colocation facilities, leased datacenters, and cloud infrastructure providers.</p>\n<p>KEEL is developing powered shell and colocation capacity, offered to hyperscalers.</p>\n<p>Source: Microsoft FY27 Q1 slides 6, 8, 9; FY26 10-K</p>\n<p><a href=\"https://ttm.financial/S/KEEL\">$Keel Infrastructure Corp(KEEL)$&nbsp;</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a></p>\n<p><img src=\"https://community-static.tradeup.com/news/d52558fc106a4aeeb8188d8d1cde8022\" tg-width=\"1080\" tg-height=\"606\"></p></body></html>","htmlText":"<html><head></head><body><p>Microsoft's Azure demand came in above their own guidance, and the $677B backlog behind it takes capacity to deliver.</p>\n<p>Azure was guided at 44% to 45% growth and delivered 48%, with the company citing strong demand for services across the platform.</p>\n<p>Commercial RPO is $677B, up 73% year over year, against $678B in July. About 30% gets recognized in the next 12 months, while the portion beyond 12 months grew 98%. Bookings fell 12% against large Azure commitments in the prior-year quarter.</p>\n<p>Capex including finance leases rose 30% to $45.2B to support customer demand across the Microsoft Cloud. Roughly three-quarters was short-lived assets, primarily CPUs and GPUs, with the remainder being long-lived.</p>\n<p>Microsoft's FY26 10-K notes they rely on third-party providers, including colocation facilities, leased datacenters, and cloud infrastructure providers.</p>\n<p>KEEL is developing powered shell and colocation capacity, offered to hyperscalers.</p>\n<p>Source: Microsoft FY27 Q1 slides 6, 8, 9; FY26 10-K</p>\n<p><a href=\"https://ttm.financial/S/KEEL\">$Keel Infrastructure Corp(KEEL)$&nbsp;</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a></p>\n<p><img src=\"https://community-static.tradeup.com/news/d52558fc106a4aeeb8188d8d1cde8022\" tg-width=\"1080\" tg-height=\"606\"></p></body></html>","text":"Microsoft's Azure demand came in above their own guidance, and the $677B backlog behind it takes capacity to deliver. Azure was guided at 44% to 45% growth and delivered 48%, with the company citing strong demand for services across the platform. Commercial RPO is $677B, up 73% year over year, against $678B in July. About 30% gets recognized in the next 12 months, while the portion beyond 12 months grew 98%. Bookings fell 12% against large Azure commitments in the prior-year quarter. Capex including finance leases rose 30% to $45.2B to support customer demand across the Microsoft Cloud. Roughly three-quarters was short-lived assets, primarily CPUs and GPUs, with the remainder being long-lived. Microsoft's FY26 10-K notes they rely on third-party providers, including colocation facilities, leased datacenters, and cloud infrastructure providers. KEEL is developing powered shell and colocation capacity, offered to hyperscalers. Source: Microsoft FY27 Q1 slides 6, 8, 9; FY26 10-K $Keel Infrastructure Corp(KEEL)$ $Microsoft(MSFT)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/623393955402472","repostId":0,"isVote":1,"tweetType":1,"viewCount":58,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["KEEL","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":887,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/623393955402472"}