Microsoft

• 8-KGuidance reaffirmed

  Filed Sep 2

  Reporting shifts to Agents and Infra and Devices and Consumer, recasting history and Q1 segment outlook; total-company guidance reaffirmed.

• 10-KFY2026Positive

  Filed Jul 29

  Azure and Microsoft 365 drove growth, while AI datacenter spending squeezed cloud margins and free cash flow.

  • Revenue$331.8BYoY +17.8%
  • Net income$133.7BYoY +31.3%

• 8-KPositiveEarningsGuidance deferred to the call

  Filed Jul 29

  Azure and AI drove cloud growth, while More Personal Computing declined.

• 8-KLeadership change

  Filed Jun 5

  Reid Hoffman will not seek re-election to Microsoft's board at the 2026 annual meeting and will serve until then.

• 8-KLeadership change

  Filed May 14

  Former EY CEO Carmine Di Sibio joins the board, bringing financial services and risk oversight experience to Audit and Compensation committees.

• 10-QQ3 FY2026Positive

  Filed Apr 29

  Azure demand drove growth, while AI infrastructure costs compressed gross margin and datacenter spending absorbed cash.

  • Revenue$82.9BYoY +18.3%
  • Net income$31.8BYoY +23.1%

• 8-KPositiveEarningsGuidance deferred to the call

  Filed Apr 29

  Azure led cloud growth as the AI business more than doubled its annual revenue run rate Y/Y; More Personal Computing slipped.

• 10-QQ2 FY2026Positive

  Filed Jan 28

  Azure growth and cloud commitments underpin AI datacenter expansion, while infrastructure costs narrow Microsoft Cloud margins.

  • Revenue$81.3BYoY +16.7%
  • Net income$38.5BYoY +59.5%

• 8-KPositiveEarningsGuidance deferred to the call

  Filed Jan 28

  Azure-led cloud growth drove revenue and operating income higher; an OpenAI investment gain boosted GAAP earnings.

Coverage: 10-K filings filed since Jul 29, 2026; 10-Q and 8-K since Jan 28, 2026.

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Company data: Wikidata Q2283