Microsoft: 3 Key Takeaways for Long-Term Investors

Microsoft reported Q1 FY2027 earnings with Microsoft Cloud revenue surpassing $63 billion at 30% year-over-year growth. The company is shifting from fixed per-seat subscriptions to consumption-based billing models, with Copilot customers growing over 75% quarterly. Data center efficiency gains are unlocking additional AI capacity, with Foundry revenue more than tripling. Microsoft is developing first-party AI models to reduce enterprise training costs and added 24 new data centers globally while reducing deployment times by 20%.