Tiger 123
08-24

$Microsoft(MSFT)$ 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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