earnings
confidence high
sentiment positive
materiality 0.85
Microsoft Q3 FY2026 revenue $82.9B (+18%); EPS $4.27; Cloud up 29%
MICROSOFT CORP
2026-Q3 EPS reported
$13.14
revenue$241,832,000,000
- Revenue $82.9B (+18% YoY); operating income $38.4B (+20%); diluted EPS $4.27 (+23% GAAP, +21% non-GAAP).
- Microsoft Cloud revenue $54.5B (+29% YoY); Azure and other cloud services up 40% (39% constant currency).
- AI business annual revenue run rate surpassed $37B, up 123% year-over-year.
- Commercial remaining performance obligation $627B, up 99% YoY.
- Returned $10.2B to shareholders in dividends and share repurchases in Q3.