secwatch.observer — SEC 8-K summary
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Issuer:     MICROSOFT CORP (MSFT)
CIK:        0000789019
Form:       8-K
Filed at:   2026-07-29T20:04:53+00:00
Accession:  0001193125-26-323632
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Microsoft Q4 FY2026 revenue $90.0B (+18%), EPS $4.81 GAAP (+32%), Azure +43%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/789019/000119312526323632/0001193125-26-323632-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/789019/000119312526323632/msft-20260729.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-323632

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer