MICROSOFT CORP — Form 8-K

For quarter ended June 30, 2026, Microsoft reported revenue of $90.0 billion (up 18% YoY), operating income of $40.6 billion (up 18%), and net income of $35.8 billion GAAP (up 31%) or $35.3 billion non-GAAP (up 22%). Diluted EPS was $4.81 GAAP (up 32%) or $4.74 non-GAAP (up 23%). Microsoft Cloud revenue reached $59.3 billion (up 27%), with Azure surpassing $100 billion annually for the first time and Microsoft 365 Copilot reaching 30+ million paid seats. Commercial remaining performance obligation surged 84% to $678 billion. Full fiscal year 2026 revenue was $331.8 billion (up 18%), with net income of $133.7 billion GAAP (up 31%). A $3.2 billion gain from Anthropic investment and lower voluntary retirement program costs added ~$0.27/share benefit vs. prior guidance.