OpenAI fires back at WSJ report on revenue concerns
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Microsoft earnings preview: Azure expectations reset as OpenAI deal clears the path
April 29, 2026 2:00 PM EDTMicrosoft (NASDAQ: MSFT) reports first-quarter results after the close today, with Wall Street expecting revenue of $81.43 billion and EPS of $4.07, as analysts focus on Copilot adoption momentum and a newly restructured OpenAI agreement that could simplify the investment case.
Jefferies analyst Brent Thill, who has a Buy rating and $675 price target on MSFT, frames the quarter as a narrative reset.
Microsoft shares are down... More
