earnings
confidence high
sentiment positive
materiality 0.85
Microsoft Q2 FY2026 revenue $81.3B (+17%); GAAP EPS $5.16 (+60%)
MICROSOFT CORP
2026-Q2 EPS reported
$8.87
revenue$158,946,000,000
- GAAP net income $38.5B vs $24.1B a year ago; non-GAAP net income $30.9B (+23%).
- Microsoft Cloud revenue $51.5B (+26%); Azure revenue up 39% constant currency.
- Commercial remaining performance obligation surged 110% to $625B.
- Returned $12.7B to shareholders via dividends and buybacks, up 32% YoY.
- Non-GAAP excludes $7.6B net gain on OpenAI investments in the quarter.