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MSFT — Ruslan Averin's Analysis · 3 entries

  1. Azure Just Crossed $100 Billion a Year — and Microsoft Still Beat by $2.4 Billion
    ·6 min read

    Azure Just Crossed $100 Billion a Year — and Microsoft Still Beat by $2.4 Billion

    Ruslan Averin on August 4: Microsoft posted $90.01B in revenue against $87.62B expected, Azure grew 43% and passed $100B annually. The capex is the catch.

  2. Microsoft Q3 FY2026: Azure Growth Reaccelerates to 35%, Copilot Revenue Finally Visible
    ·8 min

    Microsoft Q3 FY2026: Azure Growth Reaccelerates to 35%, Copilot Revenue Finally Visible

    Azure accelerates to 35% YoY growth; Copilot seats hit 20M+. Our analysts assess what $80B capex signals for AI dominance.

  3. I Paid $18 to Own Both Sides of Microsoft Earnings
    ·5 min

    I Paid $18 to Own Both Sides of Microsoft Earnings

    Positioned a $412 straddle before MSFT earnings (April 30) for $18.40 per contract, betting on Azure growth re-acceleration or guidance disappointment.