Nov 5, 6:01 AM ET
Microsoft said director Emma N. Walmsley, on the board since 2019, told the company on November 4, 2026 that she will not stand for re-election at the 2026 annual shareholder meeting. She will remain a director until that meeting, and the filing says her decision was not due to any disagreement with management.
- Emma N. Walmsley informed Microsoft on November 4, 2026 of her decision not to seek re-election.
- Walmsley has served on the board since 2019 and will continue as a director until the 2026 annual meeting.
- The filing states no disagreement with management on operations, policies, or practices led to the decision.
Read the filing on SEC.gov ↗
Nov 4, 4:01 PM ET
Microsoft issued $25 billion of senior unsecured notes in 10 tranches, maturing between 2028 and 2066, under an underwriting agreement dated October 29, 2026. The notes rank equally with its other unsecured, unsubordinated debt, so the offering adds to the company's long-term borrowing. The filing describes the terms but does not state how the proceeds will be used.
- Total principal of $25 billion across 10 tranches: $2 billion of floating rate notes due 2028 and 2029, plus fixed rate notes from $2 billion to $4 million.
- Fixed rate coupons range from 4.850% (2028 notes) to 6.350% (2066 notes).
- Interest on floating rate notes is paid quarterly starting February 3, 2027; fixed rate notes pay semi-annually starting May 3, 2027.
- Issued under a 2009 base indenture with The Bank of New York Mellon Trust Company, N.A. as trustee, and a supplemental indenture dated November 4, 2026.
Read the filing on SEC.gov ↗
Oct 28, 4:11 PM ET
Microsoft filed an 8-K to recast its consolidated financial statements for the three years ended June 30, 2026, to reflect segment changes it announced in September 2026. The filing states the update is not a restatement and does not amend the audited financial statements in its 2026 Form 10-K, so the change mainly affects how segment results are presented going forward.
- Filed October 28, 2026 under Items 8.01 and 9.01; recast information is in Exhibit 99.1.
- Segments changed to Agents and Infra and Devices and Consumer, effective fiscal year 2027.
- The filing says the updates do not represent a restatement of previously issued financial statements.
- Read with the 2026 Form 10-K (filed July 29, 2026) and the 10-Q for the quarter ended September 30, 2026.
Read the filing on SEC.gov ↗
Oct 28, 4:04 PM ET
Microsoft Corporation announced its financial results for the quarter ended September 30, 2026, reporting total revenue of $92.3 billion and net income of $36.6 billion, representing a 32% increase on a GAAP basis compared to the prior year period. The company also returned $10.2 billion to shareholders through dividends and share repurchases during the first quarter.
- Total revenue was $92.3 billion, an increase of 19% year-over-year for the quarter ended September 30, 2026.
- Microsoft Cloud revenue grew 30% year-over-year to $63.9 billion.
- Diluted earnings per share was $4.92 on a GAAP basis, up 32% from the corresponding period of the last fiscal year.
- The company returned $10.2 billion to shareholders in dividends and share repurchases in the first quarter of fiscal year 2027.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.