$Microsoft(MSFT)$ monetisation

$Microsoft(MSFT)$ monetisation shown via Q4 Azure growth reached 43%, and management expects about 45% constant-currency growth next quarter. Importantly, Microsoft says customer demand still exceeds available capacity and that new capacity brought online in Q4 was rapidly monetised.

Commercial RPO reached US$678 billion, +84% YoY, while roughly 30% is expected to convert into revenue within 12 months. Microsoft also reported more than 30 million paid Microsoft 365 Copilot seats.

CapEx was US$41 billion in the quarter. Accounting changes now put CY2026 reported CapEx near US$175 billion, but Microsoft explicitly said the change is mostly lease classification rather than lower underlying infrastructure investment. FY27 CapEx is still expected to increase.

$Amazon.com(AMZN)$ AWS Q2 revenue reached US$42.2 billion, +37% YoY, its fastest growth in 18 quarters. AWS ope

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Importantly, Microsoft says customer demand still exceeds available capacity and that new capacity brought online in Q4 was rapidly monetised. \n \n \n \nCommercial RPO reached US$678 billion, +84% YoY, while roughly 30% is expected to convert into revenue within 12 months. Microsoft also reported more than 30 million paid Microsoft 365 Copilot seats. \n \n \n \nCapEx was US$41 billion in the quarter. Accounting changes now put CY2026 reported CapEx near US$175 billion, but Microsoft explicitly said the change is mostly lease classification rather than lower underlying infrastructure investment. FY27 CapEx is still expected to increase. \n \n \n <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> AWS Q2 revenue reached US$42.2 billion, +37% YoY, its fastest growth in 18 quarters. AWS ope</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> monetisation shown via Q4 Azure growth reached 43%, and management expects about 45% constant-currency growth next quarter. Importantly, Microsoft says customer demand still exceeds available capacity and that new capacity brought online in Q4 was rapidly monetised. \n \n \n \nCommercial RPO reached US$678 billion, +84% YoY, while roughly 30% is expected to convert into revenue within 12 months. Microsoft also reported more than 30 million paid Microsoft 365 Copilot seats. \n \n \n \nCapEx was US$41 billion in the quarter. Accounting changes now put CY2026 reported CapEx near US$175 billion, but Microsoft explicitly said the change is mostly lease classification rather than lower underlying infrastructure investment. FY27 CapEx is still expected to increase. \n \n \n <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> AWS Q2 revenue reached US$42.2 billion, +37% YoY, its fastest growth in 18 quarters. AWS ope</body></html>","text":"$Microsoft(MSFT)$ monetisation shown via Q4 Azure growth reached 43%, and management expects about 45% constant-currency growth next quarter. Importantly, Microsoft says customer demand still exceeds available capacity and that new capacity brought online in Q4 was rapidly monetised. Commercial RPO reached US$678 billion, +84% YoY, while roughly 30% is expected to convert into revenue within 12 months. Microsoft also reported more than 30 million paid Microsoft 365 Copilot seats. CapEx was US$41 billion in the quarter. Accounting changes now put CY2026 reported CapEx near US$175 billion, but Microsoft explicitly said the change is mostly lease classification rather than lower underlying infrastructure investment. 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