earnings
confidence high
sentiment positive
materiality 0.85
Microsoft Q4 FY2026 revenue $90.0B (+18%), EPS $4.81 GAAP (+32%), Azure +43%
MICROSOFT CORP
- Revenue $90.0B (+18% YoY); GAAP diluted EPS $4.81 (+32%); non-GAAP EPS $4.74 (+23%).
- Microsoft Cloud revenue $59.3B (+27%); Azure revenue +43%; commercial RPO $678B (+84%).
- Full-year FY2026 revenue $331.8B (+18%); GAAP EPS $17.95 (+32%).
- Q4 included $3.2B gain from Anthropic investment; returned $10.2B to shareholders via dividends and buybacks.
- Management highlighted Azure surpassing $100B annual revenue and M365 Copilot reaching 30M paid seats.