{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-191457","form_type":"8-K","ticker":"MSFT","cik":"0000789019","company_name":"MICROSOFT CORP","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.729267+00:00","generated_at":"2026-05-15T02:34:03.360194+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Microsoft Q3 FY2026 revenue $82.9B (+18%); EPS $4.27; Cloud up 29%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-191457","json":"https://secwatch.observer/filing/0001193125-26-191457.json","markdown":"https://secwatch.observer/filing/0001193125-26-191457.md","text":"https://secwatch.observer/filing/0001193125-26-191457.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/789019/000119312526191457/0001193125-26-191457-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/789019/000119312526191457/msft-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:34:03.360194+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"752986e83973e7cf130a7a01e708cee2b21be7b7","claim":"MICROSOFT CORP reported the quarter ended March 31, 2026 results: revenue $82.9 billion, net income $31.8 billion, EPS $4.27.","evidence_excerpt":"Microsoft Corp. today announced the following results for the quarter ended March 31, 2026, as compared to the corresponding period of last fiscal year: • Revenue was $82.9 billion and increased 18% (up 15% in constant currency) • Operating income was $38.4 billion and increased 20% (up 16% in constant currency) • Net income was $31.8 billion and increased 23% on a GAAP basis, and increased 20% (up 18% in constant currency) on a non-GAAP basis • Diluted earnings per share was $4.27 and increased 23% on a GAAP basis, and increased 21% (up 18% in constant currency) on a non-GAAP basis","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/789019/000119312526191457/0001193125-26-191457-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$82.9 billion"},{"label":"Net income","value":"$31.8 billion"},{"label":"EPS","value":"$4.27"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}