MICROSOFT CORP — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 18/100
What the filing says
For Q1 FY2027 (ended September 30, 2026), Microsoft reported revenue of $92.3 billion (+19% YoY) and net income of $36.6 billion (+32% GAAP, +18% non-GAAP). Microsoft Cloud revenue accelerated to $63.9 billion (+30% YoY, +31% constant currency); Azure grew 48%. The company returned $10.2 billion to shareholders via dividends and buybacks. OpenAI investment swung from a $3.1 billion loss in Q1 FY2026 to a $207 million gain in Q1 FY2027.
Why this rating
Strong operational results (+19–32% growth) but routine quarterly earnings for a $3.6T company. Cloud acceleration is positive; Azure +48% is material for the segment. OpenAI swing from loss to gain is noise relative to company scale ($207M gain = 0.006% of market cap). No material M&A, restructuring, or guidance change disclosed. Standard earnings beat.
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