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← @drnhj

$MSFT

BULLISH2026-07-29
Price around the call
↑ 2026-07-29
By horizon✓ hit+10.3%
1d
✓ +2.3%
5d
✓ +7.2%
21d
✓ +10.3%
Original post
루팡 · 2026-07-29

마이크로소프트( $MSFT) 2026 회계연도 4분기 실적 (시간외 +2%) 매출액 (Revenue): $90.01B (예상치: $87.72B) (약 900.1억 달러) 조정 주당순이익 (Adj. EPS): $4.74 (예상치: $4.25) 애저 및 기타 클라우드 매출 (환율 영향 제외): +43% (예상치: +39.6%) 전체 클라우드 매출 (Cloud Revenue): $59.30B (예상치: $58.71B) 인텔리전트 클라우드 매출 (Intelligent Cloud Revenue): $39.31B (예상치: $38.17B) 재무 지표 영업이익 (Operating Income): $40.60B (예상치: $39.02B) 설비투자 (CapEx, 리스 포함): $41.00B (예상치: $42.05B) 설비투자 (CapEx): $35.80B (예상치: $35.22B) 기타 세부 지표 애저(Azure) 연간 매출: $100B 돌파 마이크로소프트 365 소비자 클라우드 매출: +24% 마이크로소프트 365 코파일럿 (Copilot): 유료 계정(시트) 3,000만 개 초과 앤트로픽(Anthropic) 투자 평가이익: $3.2B

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