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Source document· January 26, 2026

Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?

View original at finance.yahoo.com
Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results? Microsoft MSFT is slated to report second-quarter fiscal 2026 results on Jan…
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  • Dynamics 365 revenue growth projected in the mid to high teens

    80% confidence

  • Microsoft Q2 fiscal 2026 earnings expected at $3.88 per share, suggesting 20.12% year-over-year growth

    80% confidence

  • Azure revenue growth expected to be 36% in constant currency

    80% confidence

  • More Personal Computing revenues projected between $13.4 billion and $13.8 billion

    80% confidence

  • On-premises server business revenues expected to decline in the low to mid-single digits

    80% confidence

  • Microsoft Q2 fiscal 2026 revenues expected at $80.23 billion, indicating growth of 15.22% year-over-year

    80% confidence

  • Microsoft represents a compelling buy opportunity ahead of fiscal second-quarter 2026 results despite premium valuation

    80% confidence

  • Windows OEM and Devices revenues expected to decline in the mid-single digits percent overall

    80% confidence

  • Intelligent Cloud segment revenues projected between $30.9 billion and $31.2 billion, representing growth of 25% to 26%

    80% confidence

  • Productivity and Business Processes segment revenues projected between $33.3 billion and $33.6 billion, representing growth of 11% to 12%

    80% confidence

  • LinkedIn revenues expected to grow approximately 10%

    80% confidence

  • Microsoft 365 commercial cloud revenue growth expected between 13% and 14% in constant currency

    80% confidence

  • Xbox content and services revenues expected to decline in the low to mid-single digits

    80% confidence

  • Worldwide PC shipments reached 76.4 million units in Q4 2025, up 9.6% year over year

    80% confidence

  • Search and news advertising ex-TAC revenues likely to grow in the low double digits

    80% confidence

  • Investors may buy shares ahead of earnings, as Microsoft's platform strategy positions the company for sustained growth

    80% confidence
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Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results? — Source | Via News | es.VIA.NEWS