MSFT
MicrosoftAzure AI infrastructure, the OpenAI partnership, and Copilot across its software.
Next earnings: Microsoft has not announced its next earnings date. Its last earnings release was filed with the SEC on October 28, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
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.
Why MSFT is rated significant
Significant. Azure passed $100 billion of revenue in fiscal 2026 and grew 43% in the June quarter; commercial remaining performance obligation reached $678 billion, up 84%; and capital spending was $115.9 billion for the year, up from $64.6 billion. Microsoft does not report AI revenue separately, and Office, Windows, gaming and LinkedIn remain most of the company, so significant rather than core.
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.
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 8.01,9.012026-10-28documentfolder
- 10-QQuarterly report2026-10-28documentfolder
- 8-KEarnings release · items 2.02,9.012026-10-28documentfolder
- DEF 14AProxy statement2026-10-21documentfolder
- 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
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Coleman Amy EVP, Chief Human Resources Off | Tax withholding · disposed | 32 | $533.69 | 2026-10-15 |
Hood Amy EVP, Chief Financial Officer | Open-market sale · disposed | 7,305 | $545.42 | 2026-10-14 |
SMITH BRADFORD L Vice Chair and President | Grant / award · acquired | 29,077 | — | 2026-09-17 |
Numoto Takeshi EVP, Chief Marketing Officer | Grant / award · acquired | 11,569 | — | 2026-09-17 |
Hood Amy EVP & Chief Financial Officer | Grant / award · acquired | 29,077 | — | 2026-09-17 |
Coleman Amy EVP, Chief Human Resources Off | Grant / award · acquired | 6,506 | — | 2026-09-17 |
News
MSFT in plain answers
The questions readers ask about Microsoft, answered from the company's own filings and this site's research. Each answer names its source.
What does Microsoft (MSFT) supply to AI?+
Cloud (Azure), productivity software (Microsoft 365), operating systems, gaming and LinkedIn. One of the largest buyers of AI hardware; rents AI compute through Azure, hosts OpenAI models, sells Copilot, and designs its own Maia accelerators.
How much does AI matter to Microsoft's business?+
AI exposure is rated significant on this site: A large and growing share of revenue or spending is AI-related. 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%. Commercial remaining performance obligation increased 84% to $678 billion.
Company filing or releaseWhen is Microsoft's next earnings date?+
Microsoft has not announced its next earnings date. Its last earnings release was filed with the SEC on October 28, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Microsoft insiders buying or selling MSFT stock?+
In the latest Form 4 filings for MSFT there are 1 open-market sale, 5 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 15, 2026 by Coleman Amy. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for MSFT?+
Azure and other cloud services growth versus the 43% posted in Q4 FY2026 Conversion of the $678 billion commercial remaining performance obligation into revenue Quarterly additions to property and equipment after the $35,802 million spent in Q4 FY2026
SourceWhat are the main risks for Microsoft?+
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 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 If pricing for AI products and services declines due to competition, commoditization or other market forces, margins and results could be adversely affected
10-K filed 2026-07-29, Item 1AWhich AI category is MSFT in?+
Microsoft is listed under Hyperscalers & Cloud and Software and Chips & Compute (primary: Hyperscalers & Cloud). Azure AI infrastructure, the OpenAI partnership, and Copilot across its software.
Related companies in Hyperscalers & Cloud
Compare all →Also tagged: Software, Chips & Compute
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