X @Ansem 🐂🀄️

Financial Performance and Guidance - Microsoft expects total revenue for fiscal year 2027 to increase by double digits [1] - Microsoft's capital expenditures are projected at approximately $175 billion for calendar year 2026, with further growth expected in calendar year 2027 [1] - Microsoft reports that fourth-quarter backlog increased by 25%, excluding OpenAI [1] Cloud and AI Business Metrics - Non-frontier model customers account for 90% of Microsoft's cloud revenue [1] - Microsoft Copilot revenue experienced a quarter-over-quarter increase of 60% [1] - Enterprise deployment for Microsoft Copilot grew by 75% quarter-over-quarter [1]