You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Microsoft reported revenue of $92.3 billion, up 19%, and Microsoft Cloud revenue of $63.9 billion, up 30%; Azure revenue grew 48%. Q2 Azure growth was guided to 49% to 50% in constant currency, with Q2 CapEx expected over $50 billion.
Microsoft recast financial results for each of the three years in the period ended June 30, 2026 for Agents and Infra and Devices and Consumer segments, without restating previously issued financial statements.
Microsoft reported 19% revenue growth and 32% net income growth; Azure revenue increased 48%, while Microsoft Cloud gross margin percentage decreased to 66%.
Microsoft reported first-quarter revenue of $92.3 billion, up 19%, and GAAP net income of $36.6 billion, up 32%, for the quarter ended September 30, 2026. Microsoft Cloud revenue was $63.9 billion, up 30% year-over-year.
Microsoft reported fiscal year 2026 revenue of $331.8 billion, up 18 percent year-over-year; Azure grew 41 percent and surpassed $100 billion, Microsoft 365 Copilot reached over 30 million paid seats, and operating income was $155.2 billion, up 21 percent.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Microsoft reported FY26 Q4 revenue of $90.0B up 18% with Azure up 43% and Microsoft 365 Copilot surpassing 30M paid seats, while guiding FY27 to another year of double-digit revenue and operating income growth with full-year operating margins down less than a point, FY27 capex growing year-over-year, and M365 commercial products, server products, Windows OEM, and Xbox all guided to declines.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Alphabet, Broadcom and SpaceX each report a large deal with a private company or customer they don't name. Read against Anthropic's S-1, the amounts, dates and terms match Anthropic's own. Amazon, which does name it, valued the same Anthropic notes $10.7 billion below Anthropic's figure at June 30, and $15.7 billion above it at September 30.
Members of Congress reported 3,416 stock trades made in 2026. Three members made more than half, 786 were reported after the 45-day limit, and only 39% of the purchases have beaten the S&P 500 since.
In 2026 so far, 13.3% of S&P 500 earnings reports moved the stock 10% or more on the next trading day, more than one in eight, against one in 23 in 2021, and the average move grew from 3.4% to 5.3%. Technology stocks moved 8.0% on average over the last four quarters, utilities 1.9%.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings per share (non-GAAP) non-GAAP | $17.28 | fiscal year 2026 filing | — |
| Adjusted net income (non-GAAP) non-GAAP | 128.79B | fiscal year 2026 filing | — |
| Adjusted other income (expense), net (non-GAAP) non-GAAP | 4.17B | fiscal year 2026 filing | — |
| committed for the construction of new buildings, building improvements, and leasehold improvemen | 34.6B | fiscal year 2026 filing | — |
| dividends declared | $27B | fiscal year 2026 filing | — |
| Microsoft 365 Commercial seat growth | 6% | fiscal year 2026 filing | — |
| Microsoft Cloud gross margin percentage | 66% | fiscal year 2026 filing | — |
| shares repurchased | 36M | fiscal year 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MSFT
this stock
Microsoft Corp
|
$3.87T | +7.7% | +6.9% | 27.2 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$421.98B | -1.3% | +56.2% | 122.8 | 2.3% |
|
ORCL
Oracle Corp
|
$386.71B | -35.3% | +17.3% | 20.1 | 1.6% |
|
PANW
Palo Alto Networks Inc
|
$291.67B | +90.1% | +29.0% | — | 2.6% |
|
CRWD
CrowdStrike Holdings, Inc.
|
$250.54B | — | +21.7% | 4893.6 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Microsoft reported first-quarter revenue of $92.3 billion, up 19%, and GAAP net income of $36.6 billion, up 32%, for the quarter ended September 30, 2026. Microsoft Cloud revenue was $63.9 billion, up 30% year-over-year.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MSFT | -2.0% | -1.6% | +28.6% | -0.2% | +7.7% |
| SPY | -2.0% | -3.2% | +1.6% | -0.2% | +10.6% |
| vs SPY | +0.0% | +1.6% | +27.0% | +0.0% | -2.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
