💻 Technology · Next Month

Microsoft Azure Cloud grows more than 39% year-on-year in constant currency in Microsoft's Q4 FY2026 earnings report (29 July 2026)

Pending ✦ AI-generated prediction Published on 17. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle

Probability

65%

Microsoft Azure grew 40% in constant currency (CC) in Q3 FY2026. Management guided 39–40% CC growth for Q4 FY2026. HSBC estimates 39.6% CC; the total revenue consensus is approx. $87.6–$89.3 bn. Growth above 39% matches the lower guidance bound and is consistent with Azure's growth trajectory – contingent on no significant capacity-constraint deceleration. Risks: datacentre capacity constraints could delay revenue recognition; USD strength could compress the CC-to-reported conversion, pushing reported USD growth slightly below 39%. The prediction refers exclusively to the CC-denominated figure.

Data basis for this prediction

Microsoft Q3 FY2026: Azure +40 % CC – offiziell berichtet (Microsoft Investor Relations / TIKR, April 2026)
Microsoft Q4 FY2026 Guidance: Azure +39–40 % CC (MSFT Q3 Earnings Call, April 2026)
HSBC Research: Azure Q4 FY2026 +39,6 % CC, Gesamtumsatz $89,3 Mrd. (HSBC, 10.07.2026)
Microsoft Q4 FY2026 Ergebnisdatum: 29. Juli 2026 (GuruFocus / Microsoft IR, 2026)

Verdict: Pending

This prediction is still open. It will be evaluated automatically against real-world sources after its due date.

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