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hot_img Microsoft's revenue for the fourth fiscal quarter was $90 billion, an 18% year-on-year increase, with Azure's growth rate of 43% exceeding expectations, and annual cloud revenue surpassing $100 billion for the first time

Microsoft released its Q4 fiscal year 2026 financial report, with revenue of $90 billion, a year-on-year increase of 18%, exceeding market expectations of $87.7 billion; adjusted earnings per share of $4.74, a year-on-year increase of 23%, which is 11.5% higher than expected; operating profit of $40.6 billion, a year-on-year increase of 18%. Intelligent cloud revenue was $39.3 billion, a year-on-year increase of 32%, with Azure and other cloud services revenue growing by 43%, significantly higher than the market expectation of 39.6%. Total revenue from Microsoft Cloud was $59.3 billion, a year-on-year increase of 27%. CEO Satya Nadella disclosed that Azure's annual revenue has surpassed $100 billion for the first time, and paid users of Microsoft 365 Copilot exceeded 30 million.In terms of capital expenditure, the fourth quarter's property and equipment acquisition expenditure was $35.8 billion, a year-on-year increase of approximately 110%; total capital expenditure including finance leases was $41 billion, a year-on-year increase of 70%, but lower than the market expectation of $42.5 billion. The remaining performance obligations (RPO) for cloud business surged 84% year-on-year to $678 billion, about twice the annual revenue. Microsoft disclosed in a regulatory filing that new unexecuted data center lease commitments in the fourth quarter exceeded $130 billion, with the total unexecuted lease commitments increasing by 67.4% quarter-on-quarter to $329.1 billion. Annual revenue was $331.8 billion, a year-on-year increase of 18%; net profit was $133.7 billion, a year-on-year increase of 31% (GAAP).

The giant whale "sets 10 major goals": Bitcoin may challenge $100,000 again around March next year

The "Whale" stated in its post "Set 10 Major Goals" that after closing short positions, it quickly re-established long positions because its long-term bullish view on Bitcoin has not changed. It believes that the important boundary of the last bull market was around $60,000, and the current mainstream mining cost of Bitcoin is concentrated between $50,000 and $60,000; after Bitcoin dipped to $58,000 last month, it quickly recovered, further validating the support capacity of that area.In the past month, Bitcoin has fully oscillated and exchanged hands in the range of $58,000 to $63,000, and after a pullback, it has re-stabilized around $66,000. In the absence of systemic risks or significant fundamental changes, the risk-reward ratio of continuing to short at the current position is not high, and the market may see a surge and break through $72,000; if the market structure does not change significantly, Bitcoin has a high probability of challenging $100,000 again around March next year. Currently, U.S. stocks, especially in the artificial intelligence sector, are overall valued at relatively high levels, and future volatility may significantly increase.The correlation between Bitcoin and U.S. stocks has significantly decreased compared to previous cycles, and Bitcoin is gradually emerging as an independent market. It has set a trading invalidation range for the current position; if the market falls back to $61,500 to $64,000, and the trend proves the judgment to be incorrect, it will immediately close positions to control losses. It emphasizes: "Views can change, but discipline cannot change." In addition, the latest publicly available data shows that the "Whale" has set its Binance contract real account "Jason leo133" position to private status.
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