1 link tagged with all of: earnings + ai + openai + microsoft + azure
Links
Microsoft reported strong Q2 FY2026 earnings, with revenue hitting $81.3 billion and Azure growth at 39%. However, the stock fell 11% due to capacity constraints and high customer concentration risk, particularly from OpenAI, which accounts for $281 billion of their commercial obligations.
microsoft ✓
earnings ✓
azure ✓
ai ✓
openai ✓