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Source document· November 28, 2025

Microsoft (MSFT) Down 7.7% Since Last Earnings Report: Can It Rebound?

View original at finance.yahoo.com
Microsoft (MSFT) Down 7.7% Since Last Earnings Report: Can It Rebound? It has been about a month since the last earnings report for Microsoft (MSFT)…
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  • Microsoft became the top publisher on both Xbox and PlayStation in the reported quarter

    80% confidence

  • Total capital expenditure spend will increase sequentially, and the fiscal year 2026 growth rate is now expected to be higher than fiscal 2025, reversing prior guidance that anticipated a slowdown in spending growth

    80% confidence

  • More than 90% of the Fortune 500 now use Microsoft 365 Copilot

    80% confidence

  • For the fiscal second quarter, Microsoft expects Azure and other cloud services revenue growth of approximately 37% in constant currency, as demand remains significantly ahead of available capacity

    80% confidence

  • Estimates revision have trended upward during the past month

    80% confidence

  • Microsoft plans to increase total AI capacity by more than 80% this year and roughly double the total data center footprint over the next two years

    80% confidence

  • Microsoft has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months

    80% confidence

  • Microsoft expects to remain capacity-constrained through at least the end of fiscal year 2026, with demand exceeding current infrastructure build-out, resulting in lost revenue opportunities for Azure

    80% confidence
What we know · the intelligence behind this page
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What we're seeing
Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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Microsoft (MSFT) Down 7.7% Since Last Earnings Report: Can It Rebound? — Source | Via News | ViaNews EU