$Microsoft (MSFT.US)$ Reported its Fiscal Q2 adjusted earnings of $3.23/share, vs estimates of $3.12/share, on revenue of $69.63B vs estimates of $68.92B. Commercial Cloud segment revenue came in at $40.90B, below estimates just barely.
Productivity revenue came out above estimates, up to $29.44B vs estimates $28.04B. The firm added 31% to Azur's revenue in the quarter, while the market somehow wanted more- 31.77%.
Investors were watching for the firm's cloud revenue with heightened attention, especially after a recent competitor to OpenAI, DeepSeek, hit the market with what it claims to be a highly successful AI model at a much lower price.
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