Di Yi Cai Jing·2025-10-30 03:10Core Insights - Microsoft reported a significant increase in revenue and net profit for Q1 of FY2026, with revenue reaching $77.7 billion, an 18% year-over-year growth, and net profit at $27.7 billion, a 12% increase [1][1][1] - Despite the positive financial results, Microsoft's stock price fell nearly 4% in after-hours trading [1] - The company's capital expenditures hit a record $34.9 billion, exceeding the previously anticipated $30 billion for the quarter [1][1][1] - Microsoft disclosed a $3.1 billion reduction in net profit due to losses from its investment in OpenAI [1][1][1] - A new partnership agreement with OpenAI was announced, which includes a commitment from OpenAI to purchase $250 billion worth of Azure services [1][1][1] - Microsoft's investment in OpenAI has reportedly yielded approximately 10 times the return [1][1][1]