Microsoft to Disclose Azure Revenue After Job Cuts
· Technology · CNBC, TechCrunch
Microsoft plans to report quarterly Azure revenue in dollars for the first time after job cuts to preserve free cash flow during its AI expansion. The company announced 4,800 job cuts in the quarter and offered buyouts to up to 60,000 employees while expecting $32.32 billion in revenue, a 44% growth. Analysts project $50.67 billion in capital expenditures as Microsoft shifts from three to two operating segments for the first time since 1998. CEO Satya Nadella will discuss results at a Paris-area event on October 20, 2026, before the market close on Wednesday.
Why it matters
Microsoft's AI investment and cost-cutting affect its free cash flow trajectory, impacting its ability to compete with rivals like Alphabet and Amazon who reported negative free cash flow, potentially influencing Indian tech investment patterns and cloud service pricing.
Read the original report — CNBC
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