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Microsoft

MSFT · Information Technology

Last earnings Oct 28, 2026

Key results

Microsoft Cloud revenuefull-year

27%

Highlights from fiscal year 2026 compared with fiscal year 2025 included: Microsoft Cloud revenue increased 27% to $214.4 billion.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Microsoft Cloud revenuequarter

$214.4 billion

Highlights from fiscal year 2026 compared with fiscal year 2025 included: Microsoft Cloud revenue increased 27% to $214.4 billion.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Azure revenuequarter

40%

Azure revenue increased 40%.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Revenuequarter

18%

Microsoft 365 commercial cloud revenue increased 18%.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Microsoft 365 consumer cloud revenue increased 28%.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Industry solutions cloud revenue increased 12%.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Search and advertising revenue excluding traffic acquisition costs increased 14%.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

XBOX content and services revenue decreased 5%.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Windows OEM and devices revenue decreased 1%.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

AI analysis

Latest earnings event · reported Oct 28, 2026

Based on: Earnings release + parent 8-K — transcript not held

Microsoft Cloud revenue ·
$214.4B
EX-99 · Oct 28, 2026

Headline figures

MetricLatest earnings eventPrior qtrYear ago
Microsoft Cloud revenue$214.4 billion——
Azure revenue40%——
Revenue18%——

EX-99 · Oct 28, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Microsoft — Earnings release (2026-10-28)

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Strategy & priorities

We develop and support a broad portfolio of technology solutions for individuals and businesses, focusing on secure, trusted, and innovative platforms and applications that meet evolving customer needs across AI, cloud computing, productivity and collaboration, and personal computing.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

We prioritize security above all else and we offer our customers integrated AI-driven products addressing security, compliance, identity, management, and privacy across customers multi-cloud, application, and device assets.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

The Ambitions That Drive Us To achieve our vision, our research and development efforts focus on two interconnected ambitions: Build the leading platform for applications and agents that brings together productivity and developer tools, industry solutions, data, security, and global-scale cloud and AI infrastructure to help organizations and individuals transform how they work and operate.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Investing in one strengthens the others and allows us to deliver customer value in a differentiated way.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Our Future Opportunity We are focused on helping customers use the breadth and depth of the Microsoft Cloud to get the most value out of their digital spend while leading the AI platform wave across our solution areas.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Risks & headwinds

Further, global, regional, and local economic developments and changes in global trade policies such as restrictions on international trade, including tariffs and other controls on imports or exports, could result in increased supply chain challenges, cost volatility, and consumer and economic uncertainty which may adversely affect our results of operations.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

We believe our cloud s global scale, coupled with our broad portfolio of identity and security solutions, allows us to effectively solve complex cybersecurity challenges for our customers and differentiates us from the competition.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

8 PART II Item 7 Economic Conditions, Challenges, and Risks The markets for software, devices, and cloud-based services are dynamic and highly competitive.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

What changed vs prior quarter

Microsoft Cloud revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Azure revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Microsoft — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Documents

Earnings deck slides

0 decks with slide view

Microsoft — FY26 Q4 Earnings Call Slides (FY26 Q4) — Held as a presentation file that is not a PDF; slide view unavailable.

Microsoft — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Microsoft — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Microsoft — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Teradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information TechnologyCadence Design Systems (CDNS) Information Technology

Filings

100 documents

Earnings releases

131 documents

Presentations

4 documents

Transcripts

0 documents

No transcripts for Microsoft are held in this edition of the library.

Mentioned by

50 companies

Other tracked companies whose held documents mention Microsoft by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.