Microsoft Earnings Preview: Investors Eye Cloud, AI Growth, and Margins

Abu Dhabi, United Arab Emirates – Monday, 27 October 2025

Microsoft is set to report its earnings this week, with investor attention focused on three key areas: cloud and AI momentum, margin trajectory, and capital intensity.

As the company accelerates its AI infrastructure build-out, the market will be closely monitoring whether Azure and Microsoft’s SaaS offerings continue to deliver double-digit growth and begin translating into higher monetization per client.

On the margin front, significant capital expenditure tied to data centers and AI clusters could weigh on profitability. Any signs of margin pressure may offset the impact of strong top-line growth, making guidance for the next quarter especially critical. Sustained demand across enterprise software and cloud infrastructure will be key in validating Microsoft’s premium valuation.

Lale Akoner, Global Markets Analyst At Etoro

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