Microsoft Q1 Azure Revenue Growth Beats Estimates While Alphabet Misses Top-Line Expectations
Joe Weisenthal reports live earnings results showing Alphabet shares down following a revenue ex-TAC miss, while Microsoft shares jump after reporting 48% cloud revenue growth for Azure, topping estimates.
“Alphabet down 7.9%, revenue X-TAC misses estimates. Microsoft jumped 6.4% after Q1 cloud revenue tops estimate.”
Joe Weisenthal
“The official estimate that we had collated at Bloomberg was 44.8%. They hit 48%. 48% growth for these gigantic companies. That's a good number.”
Joe Weisenthal
Heard on Odd Lots — “What Wall Street Really Thinks About the AI Trade Now”, published Thursday, October 29, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.