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Microsoft 8-K Report, Financial Results (Oct 28, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed October 28, 2026
Period End
October 28, 2026
Security
MSFT
In the record · 2016–202610-K1110-Q338-K108

MSFT filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 108 current reports (8-K) between 2016 and 2026.

  1. Deal closed8-K · Dec ’16Dec ’16
  2. Leadership change8-K · May ’21May ’21
  3. Leadership change8-K · Dec ’25Dec ’25

01—Abstract

Summary

Summary of the 8-K filed October 28, 2026. Cited figures are marked; the original filing is the authoritative source.

Microsoft Corporation (MSFT) has reported robust financial results for its first fiscal quarter ended September 30, 2026.

The company announced a significant 19% increase in total revenue to $92.3 billiona, driven by strong performance in its "Agents and Infra" segment, which saw a 25% revenue jump. This growth was particularly fueled by a substantial 48% increase in Azure revenue and a 30% rise in Microsoft Cloud revenue. Profitability also saw impressive gains, with operating income increasing by 21% to $45.9 billion and GAAP diluted earnings per share rising by 32% to $4.92.

The company highlighted its strategic investments, including those in OpenAI, which, while impacting non-GAAP figures, contributed to the overall narrative of innovation and market leadership. Microsoft returned $10.2 billionb to shareholders via dividends and share repurchases, underscoring its commitment to shareholder value.

02—Key points

Key Highlights

  1. Total revenue grew 19% year-over-year to $92.3 billion.
  2. Operating income increased 21% year-over-year to $45.9 billion.
  3. GAAP diluted earnings per share surged 32% year-over-year to $4.92.
  4. Microsoft Cloud revenue grew 30% year-over-year to $63.9 billion.
  5. Azure revenue experienced a strong increase of 48% year-over-year.
  6. The "Agents and Infra" segment revenue grew 25% year-over-year, demonstrating its importance to overall growth.
  7. Microsoft returned $10.2 billion to shareholders through dividends and share repurchases.

03—Questions

Frequently Asked Questions

  1. What was the primary driver of Microsoft's revenue growth in this quarter?

    The primary driver of Microsoft's revenue growth was its "Agents and Infra" segment, which includes key cloud services like Azure. The company reported a 25% increase in this segment's revenue, with Azure revenue alone growing by an impressive 48%. Microsoft Cloud revenue also saw significant growth of 30%.

  2. How did Microsoft's profitability perform in the quarter?

    Microsoft demonstrated strong profitability, with operating income rising 21% year-over-year to $45.9 billion. GAAP net income increased 32% to $36.6 billion, and GAAP diluted earnings per share grew 32% to $4.92.

  3. What is the impact of investments in OpenAI on Microsoft's financial results?

    Investments in OpenAI have a notable impact on Microsoft's financial results, particularly when comparing GAAP and non-GAAP figures. For this quarter, non-GAAP net income was $36.4 billion (18% increase) and non-GAAP diluted EPS was $4.89 (18% increase), which exclude the net impact from OpenAI investments. The company provided these non-GAAP measures to offer additional insight into its operational performance.

  4. How is Microsoft returning value to its shareholders?

    Microsoft returned $10.2 billion to shareholders during the first quarter of fiscal year 2027 through a combination of dividends and share repurchases.

04—Continue

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