Microsoft Corporation (MSFT)
Track the next or latest earnings date for Microsoft Corporation, review consensus estimates, and see cached AI analysis for recent quarterly results.
Recent earnings news
24/7 Wall St. · 2026-07-31T16:09:53Z
Microsoft's shares just surged 15% on earnings, yet the stock still lags where it started the year. Before you dismiss the move as too late, there are two fu...
Microsoft is Still Down 7% This Year: It Could Soar 93% From Today24/7 Wall St. · 2026-07-31T15:42:38Z
Microsoft just posted its biggest single-day market cap gain on record, yet the stock remains in the red for the year while analyst price targets range from...
Microsoft shares are surging. Here’s how to still make money, says Mike KhouwCNBC · 2026-07-31T15:26:31Z
Following Microsoft's (MSFT) Q4 earnings and record-setting appreciation, the immediate binary event risk is officially behind us.
Microsoft Eases AI Spending Concerns, Giving MSFT Stock More Room to RallyBiztoc.com · 2026-07-31T14:18:54Z
stock jumped 15.51% on July 30 after the company delivered a stronger-than-expected fiscal fourth-quarter earnings report, easing investor concerns about its massive AI investments. While the software giant comfortably beat Wall Street's expectations for both…
AI’s Biggest Winners Today Will Share the Spotlight as Technology Spreads Across the Entire Market24/7 Wall St. · 2026-07-31T13:43:33Z
NVIDIA and Microsoft dominate AI headlines, but the real money may flow to a quieter group of power producers and metal miners building the infrastructure un...
Latest earnings date
Time not specified
Fiscal quarter: 2026-06-30
EPS estimate: $4.21
Revenue estimate: N/A
Market cap: $3349.66B
AI earnings summary
Management held FY2026 capex framework steady (no significant increase, ~$41B in Q4, consistent with ~$40B guide) rather than raising it like Meta and Alphabet, citing demand still outstripping supply. Microsoft guided to double-digit revenue and operating income growth for FY2027, and management reiterated confidence in continued Azure and AI monetization acceleration.
Sentiment and reaction
Sentiment score: +90.00%
Post-earnings price reaction: +8.13%
EPS
Estimate: $4.33
Actual: $4.74
Surprise: +9.47%
Revenue
Estimate: $87.62B
Actual: $90.01B
Surprise: +2.73%
Financial highlights
• Revenue: $90.01B, up 18% YoY, beating estimate of $87.62B • Non-GAAP EPS: $4.74 vs. estimate of $4.33 (beat by $0.41) • Azure revenue grew 43% YoY, accelerating from prior quarter's guided 39-40% range; Azure crossed $100B in annual revenue (up 41% YoY annually) • Microsoft Cloud revenue for FY2026 exceeded $214B, up 27% YoY • Commercial RPO (Remaining Performance Obligations) grew 84% YoY to $678B, indicating strong contracted future demand • Microsoft 365 Copilot: 30 million paid commercial seats, up from 20 million in Q3 (50% quarter-over-quarter growth); implies ~$10B annualized run rate at ~$30/seat pricing • GitHub Copilot: 50 million commercial users • AI annual revenue run rate reached $37B in Q3 FY2026 (123% YoY growth); Q4 AI-specific revenue run rate not disclosed in available sources • CapEx guidance held steady (~$40-41B for the quarter) rather than raised, differentiating Microsoft's spending discipline from Meta and Alphabet • Note: OpenAI investment losses reduced net income by $14 million in Q3 FY2026 (prior quarter), with minimal EPS impact — one-time/equity-method item • Operating income, net income (GAAP), gross margin, and free cash flow figures were not explicitly provided in the available source material for this Q4 FY2026 release
Recent earnings history
Browse the calendar week| Date | Quarter | Report window | EPS est. | Revenue est. |
|---|---|---|---|---|
| Jul 29, 2026 | 2026-06-30 | Time not specified | $4.21 | N/A |