MSFT
Microsoft·NASDAQ
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MSFT fundamentals
Microsoft (MSFT) released its earnings on Jan 28, 2026: revenue was 81.27B (YoY +16.72%), beat estimates; EPS was 4.14 (YoY +28.17%), beat estimates.
Revenue / YoY
81.27B
+16.72%
EPS / YoY
4.14
+28.17%
Report date
Jan 28, 2026
MSFT Earnings Call Summary for Q2,2026
- $50B Cloud Milestone: Microsoft Cloud surpasses $50B quarterly revenue, up 26% YoY.
- AI Infrastructure Lead: 1GW capacity added, Maia 200 accelerator delivers 30% better TCO, 50% faster Cobalt 200 CPUs.
- Copilot Explosion: 15M paid Microsoft 365 Copilot seats (+160% YoY), 4.7M GitHub Copilot subs (+75% YoY).
- Enterprise AI Adoption: 15M+ enterprise chat users, 35,000+ seat purchases from Fiserv, ING, NASA, and Publicis (95,000+ seats).
- Financial Strength: $81.3B revenue (+17% YoY), $4.14 EPS (+24% YoY), $37.5B CapEx focused on AI and Azure growth.
- Q3 Guidance: 15%-17% YoY revenue growth, Azure +37%-38% YoY, M365 Copilot ARPU expansion.
EPS
Actual | 1.4 | 1.46 | 1.82 | 2.03 | 1.95 | 2.17 | 2.27 | 2.48 | 2.22 | 2.23 | 2.35 | 2.32 | 2.45 | 2.69 | 2.99 | 2.93 | 2.94 | 2.95 | 3.3 | 3.23 | 3.46 | 3.65 | 4.13 | 4.14 | ||||||||||||||||
Forecast | 1.2739 | 1.3367 | 1.5438 | 1.6416 | 1.7813 | 1.916 | 2.0769 | 2.319 | 2.1888 | 2.2922 | 2.3046 | 2.2933 | 2.2391 | 2.5506 | 2.654 | 2.7713 | 2.8246 | 2.9375 | 3.1012 | 3.1195 | 3.2222 | 3.3747 | 3.6716 | 3.9058 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +9.90% | +9.22% | +17.89% | +23.66% | +9.47% | +13.26% | +9.30% | +6.94% | +1.43% | -2.71% | +1.97% | +1.16% | +9.42% | +5.47% | +12.66% | +5.73% | +4.09% | +0.43% | +6.41% | +3.54% | +7.38% | +8.16% | +12.49% | +6.00% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 35.02B | 38.03B | 37.15B | 43.08B | 41.71B | 46.15B | 45.32B | 51.73B | 49.36B | 51.87B | 50.12B | 52.75B | 52.86B | 56.19B | 56.52B | 62.02B | 61.86B | 64.73B | 65.58B | 69.63B | 70.07B | 76.44B | 77.67B | 81.27B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 33.66B | 36.55B | 35.76B | 40.22B | 41.04B | 44.22B | 44.01B | 50.74B | 49.02B | 52.38B | 49.61B | 52.99B | 51.02B | 55.49B | 54.52B | 61.14B | 60.86B | 64.38B | 64.56B | 68.87B | 68.44B | 73.93B | 75.49B | 80.31B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.04% | +4.06% | +3.90% | +7.11% | +1.63% | +4.37% | +2.97% | +1.95% | +0.69% | -0.99% | +1.03% | -0.45% | +3.60% | +1.27% | +3.66% | +1.44% | +1.64% | +0.54% | +1.58% | +1.11% | +2.38% | +3.40% | +2.89% | +1.20% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Microsoft next quarter?What is Microsoft's latest dividend and current dividend yield?What factors drove the changes in Microsoft's revenue and profit?What is Microsoft's gross profit margin?Did Microsoft beat or miss consensus estimates last quarter?What were the key takeaways from Microsoft’s earnings call?What guidance did Microsoft's management provide for the next earnings period?What is the revenue and EPS growth rate for Microsoft year over year?
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