Highest-materiality recent filing
Microsoft Q4 FY2026 revenue $90.0B (+18%), EPS $4.81 GAAP (+32%), Azure +43%
Revenue $90.0B (+18% YoY); GAAP diluted EPS $4.81 (+32%); non-GAAP EPS $4.74 (+23%).
Reid Hoffman not seeking re-election to Microsoft board at 2026 annual meeting
Director since 2017, Reid Hoffman will not stand for re-election at the 2026 annual shareholder meeting.
Microsoft appoints former EY CEO Carmine Di Sibio to board of directors
Carmine Di Sibio, former global chairman and CEO of EY, appointed to Microsoft board effective May 13, 2026.
Microsoft Q3 FY2026 revenue $82.9B (+18%); EPS $4.27; Cloud up 29%
Revenue $82.9B (+18% YoY); operating income $38.4B (+20%); diluted EPS $4.27 (+23% GAAP, +21% non-GAAP).
Microsoft Q2 FY2026 revenue $81.3B (+17%); GAAP EPS $5.16 (+60%)
GAAP net income $38.5B vs $24.1B a year ago; non-GAAP net income $30.9B (+23%).
Microsoft shareholders approve 2026 Stock Plan, re-elect all 12 directors at annual meeting
All 12 director nominees re-elected; Satya Nadella received 93.46% votes for.
Microsoft Q1 rev $77.7B, EPS $3.72 beat; OpenAI partnership restructured with $135B stake
Revenue $77.7B (+18%), operating income $38.0B (+24%); GAAP EPS $3.72 (+13%), non-GAAP EPS $4.13 (+23%).
Microsoft director Carlos A. Rodriguez will not stand for re-election at 2025 annual meeting
Carlos A. Rodriguez informed Microsoft of his decision not to stand for re-election at the 2025 annual shareholder meeting.
Microsoft Q4 FY2025 revenue $76.4B (+18% YoY), EPS $3.65, Azure growth 39%
Net income $27.2B (+24%), operating income $34.3B (+23%), diluted EPS $3.65.
Microsoft amends bylaws to add cure process for shareholder director nomination deficiencies
Board amended Bylaws effective July 1, 2025 to implement a cure process for certain deficiencies in director nomination notices.
Microsoft Q3 FY2025 revenue $70.1B (+13%), EPS $3.46 (+18%), Azure up 33%
Net income $25.8B (+18%); operating income $32.0B (+16%).
Microsoft Q2 FY2025 revenue $69.6B (+12%), EPS $3.23 (+10%), AI run rate exceeds $13B (+175%)
Net income $24.1B (+10%), operating income $31.7B (+17%).
Microsoft EVP of Business Development Chris Young resigns effective immediately
Christopher D. Young resigned as Executive Vice President, Business Development, Strategy, and Ventures, effective January 22, 2025.
Microsoft expects $800M impairment charge on Cruise investment in Q2 FY2025
Impairment charge ~$800M from Cruise investment after GM restructures autonomous driving strategy.
Microsoft recasts previously reported amounts to align with new segment reporting structure
Filed Form 8-K on December 3, 2024 to recast segment reporting.
Microsoft Q1 FY2025: revenue $65.6B (+16%), EPS $3.30 (+10%) as cloud revenue jumps 22%
Revenue $65.6B (+16% YoY), operating income $30.6B (+14%), net income $24.7B (+11%), diluted EPS $3.30 (+10%).
Microsoft posts FY25 Investor Metrics presentation; no specific figures in filing
Filed under Item 7.01 Regulation FD; presentation posted to IR website on Aug 21, 2024.
Microsoft Q4 FY2024 EPS $2.95, revenue $64.7B; Azure +29%
Q4 revenue $64.7B (+15% YoY); operating income $27.9B (+15%); net income $22.0B (+10%); diluted EPS $2.95 (+10%).
Microsoft Q3 FY2024 revenue $61.9B (+17%), EPS $2.94 (+20%), Azure grows 31%
Revenue $61.9B (+17%); operating income $27.6B (+23%); net income $21.9B (+20%); diluted EPS $2.94 (+20%).
Midnight Blizzard now accessing Microsoft source code; password sprays up 10x in Feb
Threat actor gained unauthorized access to some of Microsoft's source code repositories and internal systems.
Microsoft Q2 FY2024: Revenue $62.0B (+18%), EPS $2.93, Cloud revenue $33.7B (+24%)
Revenue increased 18% YoY to $62.0B; diluted EPS $2.93, up 33% (26% non-GAAP).
Threat actor Midnight Blizzard (Nobelium) accessed a very small percentage of employee email accounts via password spray on a legacy test tenant.
Microsoft shareholders re-elect all directors, approve compensation, reject all proposals
All 12 director nominees re-elected; Satya Nadella received 94.36% support, Hugh F. Johnston 91.29%.
Microsoft issues $3.39B in new notes to exchange Activision Blizzard debt; $258M remains outstanding
Early settlement of exchange offers completed Nov 6, 2023; Microsoft issued five series of new notes totaling $3.389B.
Microsoft reports ~88-98% of Activision Blizzard notes tendered in exchange offer
Up to $3.65B in new Microsoft notes offered to exchange any and all Activision Blizzard notes.
Microsoft Q1 revenue $56.5B (+13%), EPS $2.99 (+27%), Azure growth 29%
Revenue $56.5B (+13% YoY), operating income $26.9B (+25%), net income $22.3B (+27%), diluted EPS $2.99.
Microsoft commences $3.65B exchange offers for Activision Blizzard notes in merger step
Microsoft launches exchange offers for up to $3.65B of Activision Blizzard notes, offering new Microsoft notes and cash.
Microsoft completes acquisition of Activision Blizzard for $95.00 per share
Acquisition of Activision Blizzard completed on Oct 13, 2023; each share converted to $95.00 cash.
IRS seeks $28.9B additional tax from Microsoft for 2004-2013 transfer pricing
IRS issued Notices of Proposed Adjustment (NOPAs) on Sept 26, 2023, seeking $28.9B plus penalties and interest.
Microsoft Q4 revenue $56.2B (+8%); EPS $2.69 (+21%); Azure growth 26%
Q4 revenue $56.2B, up 8% (10% CC); operating income $24.3B (+18%); net income $20.1B (+20%).
Microsoft amends bylaws with new proxy card color requirements and director nomination procedures
Bylaw Section 1.2 now requires proxy solicitations to use a proxy card color other than white.
Microsoft Q3 FY23: Revenue $52.9B (+7%), EPS $2.45 (+10%), Cloud $28.5B (+22%)
Revenue $52.9B (+7% YoY, +10% CC); diluted EPS $2.45 (+10% YoY, +14% CC).
Microsoft Q2 FY2023 rev $52.7B (+2%); EPS $2.20 GAAP (-11%); cloud up 22%
Revenue $52.7B (+2% YoY); GAAP diluted EPS $2.20 (-11%); non-GAAP EPS $2.32 (-6%).
Microsoft to cut ~10,000 jobs; records $1.2B charge in Q2 FY2023
Workforce reduction of 10,000 roles by end of FY23 Q3, less than 5% of total employees.
Microsoft 2022 annual meeting results: all directors elected, shareholder proposals defeated
All 12 director nominees elected with 94.81% to 99.62% support; Satya Nadella received 94.81% votes for.
Microsoft Q1 FY2023 revenue $50.1B (+11%), net income down 14%, EPS $2.35
Microsoft Cloud revenue $25.7B, up 24% (31% constant currency); Azure up 35% (42% constant currency).
Microsoft Q4 revenue $51.9B (+12%) as cloud strength offsets PC and FX headwinds
Diluted EPS $2.23 (+3% YoY); net income $16.7B (+2%).
Microsoft updates Q4 guidance lower on unfavorable FX; details in slide deck
Guidance reduced for quarter ending June 30, 2022 due to unfavorable FX movement through May.
Microsoft Q3 FY2022 revenue $49.4B (+18%); EPS $2.22 (+9%) with cloud up 32%
Revenue $49.4B (+18% YoY); operating income $20.4B (+19%); diluted EPS $2.22 (+9% GAAP, +14% non-GAAP).
Microsoft Q2 FY2022 revenue $51.7B (+20% YoY), EPS $2.48 (+22%), Cloud $22.1B (+32%)
Revenue $51.7B (+20% YoY), operating income $22.2B (+24%), net income $18.8B (+21%), diluted EPS $2.48 (+22%).
Microsoft to acquire Activision Blizzard for $95/share all-cash ($68.7B)
All-cash purchase at $95.00 per share; total enterprise value $68.7B inclusive of net cash.
All 12 director nominees re-elected; Satya Nadella received 94.72% support, John Thompson 91.38%.
Microsoft Q1 FY2022 revenue $45.3B (+22%), EPS $2.71 GAAP/$2.27 non-GAAP, cloud revenue $20.7B
Revenue $45.3B (+22% YoY); operating income $20.2B (+27%); net income $20.5B GAAP (+48%) including $3.3B tax benefit.
Microsoft Q4 FY2021 revenue $46.2B (+21%), EPS $2.17 (+49%); cloud revenue $19.5B (+36%)
Q4 revenue $46.2B (+21% YoY); operating income $19.1B (+42%); net income $16.5B (+47%); diluted EPS $2.17 (+49%).
Microsoft to redeem €1.75B in 2.125% Notes due Dec. 2021 on Sept. 6
Principal amount €1.75B of 2.125% Notes due Dec. 6, 2021 (ISIN XS1001749107).
On June 2, 2026, Reid Hoffman, a member of the Board of Directors of Microsoft Corporation (the “Company”) since 2017, informed the Company of his decision not to stand for re-election at the Company’s 2026 annual shareholder meeting (the “Annual Meeting”).
On May 14, 2026, Microsoft Corporation (the “Company”) issued a press release to announce that the Company’s Board of Directors appointed Carmine Di Sibio to its Board of Directors, effective May 13, 2026.
On January 22, 2025, Christopher D. Young informed Microsoft Corporation (the “Company”) of his decision to resign from the Company.
Max materiality 1.00 · Median 0.75 · Most common event earnings