Analysts expect Intelligent Cloud revenue of $29 billion, up about 3% YoY, and Productivity and Business Processes of $32.15 billion, up in the low teens. Investors will focus on

Microsoft is set to report Q4 FY25 earnings, with Wall Street expecting strong results driven by AI demand and cloud growth — amid rising capital costs and layoffs tied to its rapid AI transformation.

In Microsoft’s (MSFT) Q4 2025 earnings report, the company reported that it made $76.4 billion in the quarter, comfortably beating the $73.71 billion expectation. As for EPS, the company tallied $3.65/share against an analyst expectation of $3.35/share and a whisper number of $3.51/share.