WS #13018
Holding: newest synthesis is 43d 8h old
Microsoft beats Q4 estimates with Azure revenue surpassing $100B and commercial RPO doubling to $678B; Meta beats revenue but misses EPS as FCF plunges to $784M on heavy AI capex.
Tech Earnings Divergence: MSFT vs META
Microsoft beats Q4 estimates with Azure revenue surpassing $100B and commercial RPO doubling to $678B; Meta beats revenue but misses EPS as FCF plunges to $784M on heavy AI capex.