Microsoft Azure Tops $100 Billion Annually as Broadcom AI Chip Revenue Surges 143%

Earnings Impact 4
โดย Yahoo Finance·US·Read original
Summary · why it matters

Microsoft's Azure cloud revenue crossed $100 billion annually for the first time, while Broadcom's AI semiconductor revenue surged 143% to $10.80 billion in their latest quarters. Microsoft reported Q4 FY2026 revenue of $90.01 billion, with Intelligent Cloud up 32% to $39.31 billion and Azure growing 43% year over year. The company's commercial remaining performance obligation reached $678 billion, up 84%, and Microsoft 365 Copilot surpassed 30 million paid seats. Broadcom posted Q2 FY2026 revenue of $22.187 billion, with AI chip revenue of $10.80 billion and operating income more than doubling to $10.788 billion. CEO Hock Tan guided Q3 AI semiconductor revenue to $16 billion, representing growth over 200%, while Microsoft's full-year capital expenditures hit $115.95 billion, pressuring free cash flow.

Impact on stocks 2

Artificial Intelligence▲ · 2 stocks
Broadcom Inc
AVGO
▲ PositiveDemandrelevance

AI chip revenue surged 143% to $10.80B, with Q3 guidance of $16B (200%+ growth), indicating strong end-customer demand.

Microsoft Corporation
MSFT
▲ PositiveDemandrelevance

Azure revenue crossed $100B annually, growing 43% YoY, and Microsoft 365 Copilot surpassed 30M paid seats, showing strong product adoption.

Theme Impact 7

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