Amy HoodExecutive · BEATS —
[FY26 capex] will grow at a lower rate than FY 2025said 25.04.30 on Microsoft FQ3 2025 earnings call · source
In April 2025, would Microsoft's fiscal 2026 capex grow more slowly than fiscal 2025's?
On 2025-04-30 Microsoft's CFO said fiscal 2026 (July 2025 - June 2026) capex would grow at a lower rate than fiscal 2025's, after reports of cancelled data-center leases. Fiscal 2025 capex grew about 58%, from $55.7B to $88.2B including finance leases.
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Outcome: Faster growth · resolved 26.07.29 · https://www.marketbeat.com/instant-alerts/microsoft-q4-earnings-call-highlights-2026-07-29/ · a stance dated before that is a call, marked right or wrong below
Where the experts stand
Slower growth
2 on record
67%
Faster growth
1 on record
33%
Where the public stands
0 public answers · one per account
Closed to new answers.
Slower growth
0 answers
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Faster growth
0 answers
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Slower growth — 2 on record Wrong
Ed ZitronBEATS —
Microsoft has, by the looks of things, effectively given up on further data center expansion.said 25.03.03 on Where's Your Ed At newsletter · source
Faster growth — 1 on record Right
Satya NadellaExecutive · BEATS 8
We will increase our total AI capacity by over 80% this year and roughly double our total datacenter footprint over the next two years.said 25.10.29 on Microsoft FQ1 2026 earnings call · source