Azure crossed $100B in annual revenue with 43% growth, while Google Cloud surged 82%, leaving every other hyperscaler well behind.
Microsoft generated $20B in free cash flow despite $36B in capex, while Alphabet went FCF-negative and suspended buybacks to fund AI buildout.
Microsoft's $678B contracted backlog makes it the steadier compounder, while Alphabet carries 27% modeled upside for investors willing to absorb more risk.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) both closed their latest quarters with cloud growth that dwarfed the rest of the hyperscaler field. Microsoft posted $90.01 billion in fiscal Q4 revenue, while Alphabet delivered $119.80 billion in its Q2. Both are pouring cash into AI infrastructure at a scale no rival can match, and their results just showed why the gap is widening.
#NASDAQ
Microsoft generated $20B in free cash flow despite $36B in capex, while Alphabet went FCF-negative and suspended buybacks to fund AI buildout.
Microsoft's $678B contracted backlog makes it the steadier compounder, while Alphabet carries 27% modeled upside for investors willing to absorb more risk.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) both closed their latest quarters with cloud growth that dwarfed the rest of the hyperscaler field. Microsoft posted $90.01 billion in fiscal Q4 revenue, while Alphabet delivered $119.80 billion in its Q2. Both are pouring cash into AI infrastructure at a scale no rival can match, and their results just showed why the gap is widening.
#NASDAQ
2 days ago
