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Azure

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Azure Credential Breach Leaks Millions of Enterprise Directory Records
security8 days ago

Azure Credential Breach Leaks Millions of Enterprise Directory Records

A threat actor named TheHatman is selling massive Azure/Entra tenant dumps containing employee records from multiple major companies, including McDonald’s (~1.7M) and Vodafone (~425k), exfiltrated via compromised credentials. The data fields cover names, corporate emails, phone numbers, addresses, job titles, departments, and privileged accounts, enabling targeted BEC and privilege escalation. While the exact intrusion vector isn’t confirmed, researchers link the leaks to Infostealer infections and credential abuse rather than a Azure zero-day. Defenders should monitor for credential exposure, enforce MFA, and review third-party access to Azure directories to mitigate risk.}

Microsoft Eyes More Upside After Azure-Driven Rally
business21 days ago

Microsoft Eyes More Upside After Azure-Driven Rally

Microsoft jumped about 25% after blowout Q4 FY26 results, led by Azure crossing $100B in annual revenue and Copilot monetization. 24/7 Wall St. assigns a $573.79 price target (roughly 23% upside over the next year) with a bull case near $603.61 and longer‑term projections, while noting capex/free cash flow risks and MSFT’s cloud advantage versus peers; the piece suggests gradual buying on pullbacks rather than chasing the rally.

AI-Powered Cloud Drive Fuels Microsoft Stock Rally
technology22 days ago

AI-Powered Cloud Drive Fuels Microsoft Stock Rally

Microsoft posted a strong Q4 with revenue rising 18% to $90 billion, led by Azure’s 43% surge and Azure topping $100 billion in annual revenue for the first time. AI features helped lift Office apps, with Microsoft 365 Copilot surpassing 30 million paid seats. Adjusted net income climbed 22% to $35.3 billion (about $4.74 per share), beating forecasts, and management signaled free cash flow will remain positive in fiscal 2027 despite ramped AI investment. The results helped MSFT’s stock surge, up nearly 22% over the past week.

Microsoft's stock roars on blowout Q4, setting record one-day rally
company-earnings25 days ago

Microsoft's stock roars on blowout Q4, setting record one-day rally

Microsoft surged about 15% after a blowout Q4: EPS of $4.74 on revenue of $90 billion, with Azure growth accelerating to 43% (guidance 45%), Copilot seats topping 30 million, and Azure revenue over $100 billion. The Intelligent Cloud segment delivered $39.3B, Productivity & Business Processes $37.8B, and More Personal Computing $12.9B, while remaining performance obligations reached $678B and capital expenditures were $41B. The results reinforced confidence that Microsoft’s AI investments are paying off, helping drive the largest single-day market-value increase in history.

Microsoft’s AI Cash Flow Surges as Meta Faces Margin Pressure
business25 days ago

Microsoft’s AI Cash Flow Surges as Meta Faces Margin Pressure

Microsoft turned its enterprise AI push into cash, with Azure up 43% and Copilot seats exceeding 30 million, plus $678 billion in contracted backlog and $90.01 billion in revenue; Meta grew revenue about 28% but margin collapsed (operating margin down to 31% from 43%) and free cash flow plunged to $784 million amid a $2.4 billion legal charge and sizeable staff reductions, while long‑term debt sits around $83.7 billion. The takeaway: investors now have clearer signals on monetization—Microsoft shows a proven AI monetization engine, while Meta remains a higher‑spend, margin‑pressure bet.

Microsoft’s AI push pays off as Meta’s spend weighs on results
business26 days ago

Microsoft’s AI push pays off as Meta’s spend weighs on results

Microsoft topped earnings estimates with 43% Azure growth and more than 30 million paid Copilot seats, signaling its AI investments are starting to pay off as its stock rose about 9% premarket. Meta missed on earnings and guided revenue for the quarter at $61–64 billion while free cash flow plummeted 91% to $784 million due to AI spend, sending its shares lower; the results underscore divergent AI strategies, with Microsoft benefiting from cloud and productivity AI and Meta weighing new compute strategies while keeping internal compute needs.

Microsoft Surges to Record Revenue on AI-Driven Cloud Growth
business26 days ago

Microsoft Surges to Record Revenue on AI-Driven Cloud Growth

Microsoft reported a record fiscal 2026 with revenue about $331 billion (up 18%), led by Microsoft Cloud at $214 billion (up 27%) and Azure at 43% growth in Q4, with the full year Azure revenue surpassing $100 billion. Copilot monetization accelerated, with more than 30 million paid seats, as Microsoft expands from per-seat licensing to seat-plus consumption. Operating income rose 18%, cash flow from operations was $55.4 billion and free cash flow $19.6 billion. Commercial bookings grew 18% ex-OpenAI and the Remaining Performance Obligation reached $678 billion. Management signaled higher CapEx for FY27 amid AI investments and, notably, extended the useful life of data centers and office buildings from 15 to 25 years, shifting depreciation and capex timing. FX headwinds are modest and some product lines (Windows OEM, Xbox) declined, while Azure and Copilot remain key growth engines.

Microsoft Surges After-Hours on Azure Growth and Stable 2026 Capex Outlook
business26 days ago

Microsoft Surges After-Hours on Azure Growth and Stable 2026 Capex Outlook

Microsoft beat Q4 revenue expectations with $90 billion (up 18% YoY); Microsoft Cloud revenue rose to $59.3 billion (up 27%), with Azure up 43% YoY. Copilot paid seats surpassed 30 million, while the Productivity and Business Processes segment grew 14.3% to $37.85 billion and More Personal Computing declined about 4.4% to $12.85 billion. Capex for the quarter was $35.8 billion, slightly below forecasts, and management kept the 2026 calendar-capex outlook unchanged after an accounting update. Result: MSFT stock jumped as much as 8% in after-hours trading.

Microsoft’s AI Gamble Hits a Turbulent Year
technology1 month ago

Microsoft’s AI Gamble Hits a Turbulent Year

Microsoft’s aggressive AI push under Satya Nadella faces a defining year: the stock is down, Copilot trails peers, and surging demand for AI compute is straining capacity. The company is prioritizing internal AI workloads over some cloud capacity, prompting leadership reshuffles and a broader restructuring as it tries to protect core businesses—Microsoft 365, GitHub, and Azure—while pouring billions into AI infrastructure to sustain its AI-centric strategy.

Maintenance bug triggers West US outage, disrupting Microsoft 365 and Azure
technology1 month ago

Maintenance bug triggers West US outage, disrupting Microsoft 365 and Azure

A bug in Microsoft's automated maintenance request system in the West US data center incorrectly marked additional network devices for maintenance, removing IP routes and causing a broad outage across Azure and Microsoft 365 services (including SharePoint, OneDrive, Teams, Admin Center, Power Automate, Copilot, and Loop). After rerouting traffic and rolling back the change, affected services recovered by 3:41 PM ET, and Microsoft is conducting a full internal review with a final post-incident report expected within about 14 days.