Microsoft reports Q4 revenue up 18% YoY to $90B, net income up 31% to $35.8B, and Microsoft Cloud revenue up 27% to $59.3B; MSFT jumps 3%+ after hours
THE SO WHAT
Microsoft’s 27% cloud growth and 31% net income jump are the clearest proof that AI pull-through on existing cloud lines is working. If you’re an enterprise buyer, expect the “AI tax” to stay embedded in your cloud bill—optimize workloads and commit discounts now, before the next pricing cycle.
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