Microsoft (MSFT)
AI-powered earnings call analysis for Microsoft. Get insights from quarterly earnings reports with our AI-generated podcast. Educational content only - not investment advice.
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Next Episode
Microsoft earnings call scheduled for Jan 27, 2027 (after market close)
New episode expected Jan 28, 2027
Latest Episode
Q1 2027 Earnings
7:06 • 10/29/2026
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Q1 2027 Earnings
7:06Microsoft reported Q1 revenue of $92.3B (+19%) and Cloud revenue of $63.9B (+30%), driven by Azure growth and Foundry tripling, with $50B+ Q2 CapEx planned to meet AI demand.
Q4 2026 Earnings
6:32Microsoft closed record FY2026 with $331B revenue (+18%), Azure reaching $100B+ (+41%), 30M+ Copilot seats, and $41B CapEx investment amid persistent supply constraints.
Q3 2026 Earnings
6:57Microsoft delivered record Q3 results with $82.9B revenue (+18% YoY) and $37B AI ARR (+123%), driven by explosive Copilot adoption (20M+ seats) and Azure growth (40%), while guiding $190B calendar 2026 CapEx to address persistent infrastructure constraints.
Q2 2026 Earnings
7:36AI-generated analysis of MSFT's Q2 2026 earnings call.
