MSFT
Microsoft·NASDAQ
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MSFT fundamentals
Microsoft (MSFT) released its earnings on Oct 29, 2025: revenue was 77.67B (YoY +18.43%), beat estimates; EPS was 4.13 (YoY +25.15%), beat estimates.
Revenue / YoY
77.67B
+18.43%
EPS / YoY
4.13
+25.15%
Report date
Oct 29, 2025
MSFT Earnings Call Summary for Q1,2026
- Record Cloud Growth: $49.1B Cloud revenue (+26% YoY), Azure +40% YoY in constant currency, driven by OpenAI commitments and enterprise Copilot adoption.
- Copilot Explosion: 150M monthly active users across products, 155K PwC seats added Q1, saving 46min/day per employee.
- AI Infrastructure Buildout: $34.9B CapEx, doubling data centers in 2 years, 80% AI capacity expansion FY26.
- OpenAI Deal Impact: $250B Azure commitments, extending IP rights through 2032, with AGI rev share until 2030.
- Profitability Resilience: 23% EPS growth, 49% operating margin, $25.7B free cash flow despite $4.1B OpenAI losses.
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Revenue
Revenue & Expenses
MSFT has released its 2026 Q1 earnings report, with revenue of 77.67B, reflecting a YoY change of 18.43%, and net profit of 27.75B, showing a YoY change of 12.49%. The Sankey diagram below clearly presents MSFT's revenue sources and cost distribution.
Key Indicators
Microsoft (MSFT) key financial stats and ratios, covering profitability, financial health, and leverage.
Microsoft (MSFT)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Microsoft (MSFT)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Microsoft (MSFT)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Microsoft (MSFT) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Microsoft (MSFT) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is Microsoft's latest dividend and current dividend yield?What were the key takeaways from Microsoft's earnings call?What is Microsoft's gross profit margin?What does Microsoft do and what are its main business segments?What were the key takeaways from Microsoft’s earnings call?What is the market's earnings forecast for Microsoft next quarter?What guidance did Microsoft's management provide for the next earnings period?Did Microsoft beat or miss consensus estimates last quarter?
