MSFT
MicrosoftAzure AI infrastructure, the OpenAI partnership, and Copilot across its software.
Alerts for MSFT
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Cloud (Azure), productivity software (Microsoft 365), operating systems, gaming and LinkedIn.
Its role in AI
One of the largest buyers of AI hardware; rents AI compute through Azure, hosts OpenAI models, sells Copilot, and designs its own Maia accelerators.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Intelligent Cloud revenue $39.3 billion, up 32% (31% in constant currency); Azure and other cloud services revenue up 43%; Microsoft Cloud revenue $59.3 billion, up 27%.Source · Q4 FY2026, quarter ended June 30, 2026
- Commercial remaining performance obligation increased 84% to $678 billion.Source · As of June 30, 2026 (Q4 FY2026)
- Additions to property and equipment (cash flow statement) $35,802 million in the quarter and $115,948 million for fiscal 2026, vs $64,551 million in fiscal 2025.Source · Twelve months ended June 30, 2026
- Microsoft 365 Copilot reached over 30 million paid seats; Azure revenue surpassed $100 billion for the fiscal year for the first time.Source · Fiscal year 2026, ended June 30, 2026
Estimates
No third-party or editorial estimates are listed for MSFT. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-07-29 (8-K)
Watch list
Growth drivers
- CEO Satya Nadella: the company is advancing the frontier on the cost-to-outcome curve so every customer can turn tokens into business results; Azure passed $100 billion and Copilot topped 30 million paid seats source
- The 10-K says Azure AI offerings provide a competitive advantage as companies seek to optimize and scale with AI, with Azure AI Foundry as a unified platform to build and manage AI apps and agents source
- CFO Amy Hood: a strong quarter to close the fiscal year, highlighted by Microsoft Cloud revenue of $59.3 billion, up 27% year-over-year source
Risks
- If adoption of its AI services develops more slowly than expected, or customers do not use Azure for AI workloads at anticipated levels, Microsoft may not realize expected returns on its large datacenter investments source
- There are limited suppliers for certain critical device and datacenter components, and those items are in short supply, which could delay infrastructure deployment and raise costs source
- If pricing for AI products and services declines due to competition, commoditization or other market forces, margins and results could be adversely affected source
The company's own risk factors: 10-K filed 2026-07-29, Item 1A.
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 7.01,9.012026-09-02documentfolder
- 10-KAnnual report2026-07-29documentfolder
- 8-KEarnings release · items 2.02,9.012026-07-29documentfolder
- 8-KCurrent report · items 5.022026-06-05documentfolder
- 8-KCurrent report · items 5.02,9.012026-05-14documentfolder
- 10-QQuarterly report2026-04-29documentfolder
- 8-KEarnings release · items 2.02,9.012026-04-29documentfolder
- 10-QQuarterly report2026-01-28documentfolder
- 8-KEarnings release · items 2.02,9.012026-01-28documentfolder
- S-8Employee stock plan registration2025-12-30documentfolder
- S-8Employee stock plan registration2025-12-30documentfolder
- 8-KCurrent report · items 5.02,5.072025-12-08documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Coleman Amy EVP, Chief Human Resources Off | Tax withholding · disposed | 36 | $505.41 | 2026-09-15 |
Jolla Alice L. Chief Accounting Officer | Tax withholding · disposed | 123 | $505.41 | 2026-09-15 |
Hood Amy EVP, Chief Financial Officer | Open-market sale · disposed | 41,674 | $498.27 | 2026-09-15 |
News
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Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0000789019)
- Latest annual report (10-K) — filed 2026-07-29
- TradingView symbol page — full chart and data
Research note — Fiscal year ends June 30. Microsoft gives quarterly guidance only on the earnings call, not in the release. FY2027 Q1 earnings date was not visible on the IR upcoming-events page (dynamic content) as of 2026-09-17. Microsoft published new FY2027 segment/metric definitions on 2026-09-02 (aka.ms/KPIFY27), which I did not fetch.