u/Crashtag ·
Reddit — r/ValueInvesting
· July 30, 2026 at 04:38
· ⬆ 20 pts
· 💬 12 comments
| View on Reddit ↗
AI Summary
Summary
The post highlights Microsoft’s Q4 earnings beat: $90B revenue, Azure growth accelerating to 43%, and a lowered CapEx forecast from $190B to $175B.
The author is exuberant about the results and strong forward guidance, questioning why the sub is quiet after such a “bonkers” quarter.
Quality assessment: This is noise-level commentary rather than detailed due diligence, but it does report concrete financial data from the earnings release.
MSFT reported $90B revenue, Azure growth of 43%, and lowered CapEx guidance from $190B to $175B while giving strong forward guidance. The combination of accelerating cloud revenue and reduced capital spending signals improving margins and operating leverage, which could drive further upside as the market reprices expectations. The author’s bullish reaction to the after-hours 7% surge suggests a continued short-to-medium-term momentum trade on MSFT following the earnings beat and guidance. The market may have already priced in the beat; post-earnings drift could be limited if the wider macro environment weakens or if Azure growth decelerates in future quarters. No other actionable trade ideas in this post.