Microsoft Q4 FY26: Stock Up 8% as Azure Crosses $100B

Microsoft's Q4 Fiscal Year 2026 earnings delivered one of the biggest surprises in tech. In this video, we break down the key numbers behind Microsoft's latest earnings report, including Azure's accelerating growth, Copilot adoption, AI infrastructure spending, capital expenditures, and what it all means for investors.

Topics covered:

* Microsoft Q4 FY2026 earnings highlights
* Azure revenue growth reaches 43%
* Azure surpasses $100 billion in annual revenue
* Microsoft 365 Copilot reaches 30 million paid seats
* Massive AI infrastructure investments
* $41 billion quarterly capital expenditures
* Free cash flow impact
* Anthropic investment gains
* What Microsoft's guidance says about enterprise AI demand

#Microsoft #MSFT #Earnings #Azure #AI #ArtificialIntelligence #Copilot #CloudComputing #TechStocks #StockMarket #Investing #Finance #EnterpriseAI #BigTech #Fiscal2026

0:00 Introduction
0:16 The big AI investment question
1:02 Market reaction and stock surge
1:10 Q4 earnings highlights
1:29 Revenue by business segment
1:57 Azure and Copilot momentum
2:11 Azure grows 43% YoY
2:44 Azure surpasses $100B annual revenue
3:08 Microsoft 365 Copilot reaches 30M paid seats
3:46 Strong Azure guidance for next quarter
4:10 The cost of the AI arms race
4:55 Free cash flow under pressure
5:35 Anthropic investment and non-operating gains
6:10 Overall verdict on Microsoft's AI strategy
6:44 Key takeaways
7:17 Final thoughts on the AI competition