Recent 8-K filings for MSFT

• April 29, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  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).

• January 28, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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%).

• October 29, 2025, 7:59 PM ET other material materiality 0.85 positive item 2.02item 7.01item 9.01

  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%).

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• April 30, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Microsoft Q3 FY2025 revenue $70.1B (+13%), EPS $3.46 (+18%), Azure up 33%

  Net income $25.8B (+18%); operating income $32.0B (+16%).

• January 29, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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%).

• December 11, 2024, 6:59 PM ET other material materiality 0.70 negative item 5.07item 7.01

  Microsoft expects $800M impairment charge on Cruise investment in Q2 FY2025

  Impairment charge ~$800M from Cruise investment after GM restructures autonomous driving strategy.

• October 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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%).

• July 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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%).

• April 25, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  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%).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

9 positive 1 negative 7 neutral

source · MSFT on sec.gov