Director, Business Applications in Health and Life Sciences @Microsoft. Passionate about #DigitalTransformation for customers & partners.
Kansas City, MO
Joined January 2010
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Tracy Kinsey 🇺🇸 retweeted
Just wrapped our earnings call. It was a fast start to our fiscal year.
Microsoft Cloud revenue surpassed $63B, with growth accelerating to 30% YoY.
Lots of innovation as we build the new tech stack for the agentic wave. A few highlights:
Tracy Kinsey 🇺🇸 retweeted
Microsoft beats quarterly cloud revenue estimates reut.rs/3Wfut2T
Tracy Kinsey 🇺🇸 retweeted
MICROSOFT $MSFT NOW BRINGS IN MORE THAN $1 BILLION IN REVENUE EVERY SINGLE DAY
It reported $92.3 billion in revenue for the quarter ended September 30, up 19% from a year ago. That works out to about $1.003 billion per day.
It also earned $36.6 billion in net income, or about $398 million a day.
Tracy Kinsey 🇺🇸 retweeted
Microsoft's Q1 2027 (fiscal) earnings:
• 💻 Windows OEM + devices revenue down 22%
• 🕹️ Xbox content + services rev down 2%
• 🎮 Xbox hardware rev down 14%
• ☁️ Azure revenue up 48%
theverge.com/tech/1020785/mi…
Tracy Kinsey 🇺🇸 retweeted
We just announced our quarterly earnings results. $92.3 billion in revenue. $63.9 billion in Microsoft Cloud revenue. 48% Azure revenue growth.
See our full FY27 Q1 results here: msft.it/6005a0nib
Tracy Kinsey 🇺🇸 retweeted
MICROSOFT $MSFT Q1’27 EARNINGS HIGHLIGHTS
🔹 Revenue: $92.3B (Est. $90.69B) 🟢; +19% YoY
🔹 Adj. EPS: $4.89 (Est. $4.73) 🟢; +18% YoY
🔹 Oper Income: $45.9B (Est. $44.06B) 🟢; +21% YoY
🔹 Adj. Net Income: $36.4B (Est. $35.13B) 🟢
🔹 Azure: $33.2B (Est. $32.32B) 🟢; +48% YoY
🔹 Azure Growth ex-FX: +48% (Est. +45.2%) 🟢
🔹 Azure Growth: +48% YoY (Est. +44.7%) 🟢
🔹 Microsoft Cloud: $63.9B; +30% YoY
🔹 Commercial RPO: $677B (Est. $705.6B) 🔴
Agents and Infra:
🔹 Agents & Infra Revenue: $76.8B (Est. $75.6B) 🟢
🔹 Agents and Infra Operating Income: $40.6B
🔹 Industry Solutions: $5.3B (Est. $5.4B) 🔴
Devices and Consumer:
🔹 Devices & Consumer Revenue: $15.5B (Est. $15.0B) 🟢
🔹 Devices and Consumer Operating Income: $5.4B
🔹 Search & Advertising: $6.6B (Est. $6.4B) 🟢
🔹 XBOX: $5.4B (Est. $5.0B) 🟢; -2% YoY
🔹 Windows OEM & Devices: $3.6B (Est. $3.5B) 🟢
Financials:
🔹 CapEx: $39.4B (Est. $46.59B) 🟢
🔹 CapEx to Revenue: ~42.7%
Key Updates:
🔹 OpenAI Impact: $207M net gain; $0.03 EPS impact
Capital Return:
🔹 Returned $10.2B to shareholders via dividends & share repurchases
CEO Commentary – Satya Nadella:
🔸 “By helping organizations build and own their own intelligence, and earning trust through agent safety and security, we are translating our innovation into growing adoption and real-world impact across every industry.”
CFO Commentary – Amy Hood:
🔸 “Results exceeded expectations across revenue, operating income, and earnings per share.”
Tracy Kinsey 🇺🇸 retweeted
MICROSOFT $MSFT JUST REPORTED Q1 EARNINGS
- Revenue: $92.3B, beating expectations of $90.69B 🟢
- Adj EPS: $4.89, beating expectations of $4.73 🟢
- Oper Income: $45.9B (+21% YoY)
- Adj Net Income: $36.4B
- Azure: $33.2B (+48% YoY)
- Azure Growth ex-FX: +48%
- Azure Growth: +48% YoY
- Microsoft Cloud: $63.9B (+30% YoY)
- Commercial RPO: $677B
- CapEx: $39.4B
Key Updates:
- OpenAI Impact: $207M net gain ($0.03 EPS impact)
Tracy Kinsey 🇺🇸 retweeted
$MSFT reported its first quarter earnings after the bell Wednesday, beating Wall Street's expectations on the top and bottom lines.
Microsoft stock is climbing on the report.
Read more: yhoo.it/4yORFmb
Tracy Kinsey 🇺🇸 retweeted
BREAKING: Microsoft, $MSFT, earnings:
- EPS: $4.89, est: $4.72
- Revenue: $92.2 billion, est: $90.7 billion
Tracy Kinsey 🇺🇸 retweeted
PPCC 2026 is officially SOLD OUT!
Thank you to our incredible community for the excitement and enthusiasm around this year’s event.
We cannot wait to welcome you next week and bring the PPCC Community Together.
Missed out this year? Registration for PPCC 2027 will open soon.
Stay tuned!
#PPCC26 #PowerPlatform
Tracy Kinsey 🇺🇸 retweeted
Microsoft’s new AI diagnostic system beat generalist doctors on hard cases, according to a study in Science. But most of the improvement seems to come from the AI models underneath, not from Microsoft’s system itself.
spr.ly/6013BHZdP9
Tracy Kinsey 🇺🇸 retweeted
Our MAI Diagnostic system is now 1.7x more accurate than physicians in the ED, even when they have access to the web to look things up.
It's also lower cost & does fewer medical tests to get to its diagnosis.
Published in the journal Science today...
Tracy Kinsey 🇺🇸 retweeted
In my annual letter, I share how we’re building a frontier ecosystem to turn technological progress into real-world outcomes and economic opportunity for people, organizations, and communities everywhere. linkedin.com/pulse/my-annual…
Tracy Kinsey 🇺🇸 retweeted
Volkswagen Group has brought Microsoft Copilot to more than 330,000 employees, embedding secure AI-powered assistance across its business and enabling teams to focus on higher-value tasks. Learn more: msft.it/6013aazVf
Tracy Kinsey 🇺🇸 retweeted
Customer expectations are growing. Businesses need to move faster to drive satisfaction and growth. The latest agentic technologies are finally letting us breakthrough.
Today, we're launching Microsoft Contact Center Intelligence. It is a solution that delivers business outcomes quickly - working with your existing Contact Center. Excited to help businesses to turn customers into fans!
aka.ms/CCI_Blog
Tracy Kinsey 🇺🇸 retweeted
I recently wrote about why we need to treat models as insider risks, with security controls sitting outside the model itself.
Today, we're putting that principle into practice by expanding Project Perception with new capabilities to help continuously assess agent risk, adapt permissions, and contain threats.
blogs.microsoft.com/blog/202…
Tracy Kinsey 🇺🇸 retweeted
NEW: Apps in Copilot Studio are now in public preview.
Describe what you need. Get a working app draft. Refine it through chat. Connect approved data, test it, then publish and share.
Apps, workflows AND agents in one studio.
Microsoft is coming for the whole business process.
Rollout is gradual. Check for Apps (Preview).
Microsoft named a Leader in the 2026 IDC MarketScape for AI-Enabled Operational ERP microsoft.com/en-us/dynamics…
Tracy Kinsey 🇺🇸 retweeted
A picture is worth a thousand words
Microsoft Dynamics 365 ERP named a Leader - build the foundation for the AI era
microsoft.com/en-us/dynamics…
