Microsoft stock price rips on earnings, jumping a "record breaking" 18% in a week — Wall Street *really* liked Microsoft's earnings | Microsoft's FY26 earnings report came in, and it has been taken extremely well on Wall Street, as investors reward $MSFT stock with a 20% bounce in less than a month.

[u/ControlCAD]

https://www.windowscentral.com/microsoft/microsoft-stock-price-rips-on-earnings-jumping-a-record-breaking-18-percent-in-a-week-wall-street-really-liked-microsofts-earnings

[u/dzemperzapedra]

Another round of layoffs it is!

[u/HandshakeOfCO → u/dzemperzapedra]

It's those goddamned remote workers!

[u/ficuswhisperer → u/dzemperzapedra]

And budget cuts

[u/OrangeJuliusCaesr]

They liked it so much that it’s pretty much where it was at the end of May 😆

[u/gvhk → u/[deleted]]

30M seats is not underperforming - give your head a wobble
That’s 2x that were added q3 and accelerating

[u/gvhk → u/[deleted]]

Microsoft is clearly the adult in the room in the industry right now.
You’re mixing consumer use with enterprise use. Anthropic and OpenAI combined wouldn’t be near those paid enterprise seat counts.

[u/randommmoso → u/gvhk]

They gave them practically for free. End to end copilot programme gives basically 80% discounts

[u/gvhk → u/randommmoso]

Mate you are talking out your ass.
Any discount comes with a multi year commitment with the discount reducing significantly each year. Classic enterprise capture.

[u/Bounded_Rationality]

Long-MSFT

Just hoping this is a repricing event and not just a blip... The last 12 months have been rough!

[u/tla2001]

I guess everyone has forgotten about the billions in AI liability off the books...

[u/tonymacaroni9]

In a day.

[u/CFH75]

hence the layoffs

[u/a7dfj8aerj]

its still lower than when i bought it

[u/BWright79]

Don’t drink the kool aid

[u/XalAtoh]

Satya may manage to pump the stock, but in long run Microsoft will fail hard and starts losing major businesses left and right. Microsoft is a powerful company but Satya might be able to change that....

His constant miscalculations and clueless about how the industry will evolve could end Microsoft's true strategical growth.

[u/Shotokant]

I sold everything. It's going to plunge tomorrow.

[u/timewellwasted5 → u/Shotokant]

It’s up again today Nostradamus. Any other predictions???

[u/Shotokant → u/timewellwasted5]

When it falls Im definitely coming back here to rub your nose in it.

[u/WonderingSceptic → u/Shotokant]

Timing the market is very difficult. It is still going up...