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Microsoft Corporation (MSFT) -- Equity Research: OpenAI Partnership Creates Unmatched AI Infrastructure Moat, Azure Hyperscale Growth Powered by Copilot Enterprise Demand

🏒 Microsoft Corporation ✍️ Ai Alpha Lens Research πŸ“… April 2, 2026

Research Summary

Microsoft Corporation delivered exceptional FY2025 results, with total revenues growing 16% year-over-year to approximately $279 billion, driven by continued acceleration in Azure cloud services which grew over 35% year-over-year. The Intelligent Cloud segment surpassed $130 billion in annual revenu

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