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AI brief of an SEC Form 8-K · Microsoft (MSFT)

Microsoft Q4 revenue rises 18% to $90.0 billion; GAAP EPS up 32% to $4.81

Positive Impact 3 of 5 earnings Written later

Microsoft reported fiscal fourth-quarter revenue of $90.0 billion, up 18%, and GAAP diluted earnings per share of $4.81, up 32%, for the quarter ended June 30, 2026. Non-GAAP diluted EPS was $4.74, up 23%, after excluding OpenAI investment impacts, and GAAP results included a $0.27 benefit from discrete items such as a $3.2 billion gain from the Anthropic investment. Microsoft said forward-looking guidance will be provided on its earnings call, so no new outlook is in this filing.

Key points

  • Revenue $90.0 billion, up 18% (17% in constant currency); operating income $40.6 billion, up 18%
  • GAAP net income $35.8 billion, up 31%; non-GAAP net income $35.3 billion, up 22%
  • Microsoft Cloud revenue $59.3 billion, up 27%; Azure and other cloud services revenue up 43%
  • Fiscal 2026 revenue $331.8 billion, up 18%; GAAP diluted EPS $17.95, up 32%

The filing

CompanyMicrosoft (MSFT)
Form8-K, current report
Filed with the SECJul 29, 2026, 4:04 PM ET
Accession number0001193125-26-323632

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 29, 2026.

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.