Microsoft Q3 Earnings to Focus on Cloud, AI Growth, and Profitability

Microsoft’s upcoming earnings report this week will draw investor attention towards three key factors: the momentum of its cloud and AI initiatives, margin trajectory under significant investment in data centers and AI infrastructure, and capital intensity. Analysts are scrutinizing whether Azure and Microsoft’s SaaS offerings continue to generate strong double-digit growth and translate into increased profitability per client as the company invests heavily in its AI ecosystem.