business / news / / Benzinga
Analyst Tal Liani expects Azure growth to depend on how quickly new AI capacity comes online.
Azure's growth is currently constrained by limited AI capacity, despite strong demand.
KEY POINTS
- Future infrastructure buildouts in fiscal 2026 could unlock further Azure upside.
- Copilot adoption is about 15 million seats, just 3.5% of Microsoft 365 users.
- Copilot integration and adoption will be key to proving returns on AI investments.
- Analyst projects Q3 2024 revenue at $81.395 billion and EPS at $4.05 for Microsoft.
COMPANIES
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