Microsoft (MSFT) Q3 2026 (USD) EPS 4.27 (exp. 4.05), Revenue 82.9bln (exp. 81.37bln).
Importance
Level 1
- Operating income 38.4bln (exp. 36.8bln).
- Net income 31.8bln (exp. 30.3bln).
- Cloud revenue USD 54.5bln.
- Productivity and business processes revenue USD 35bln
- More personal computing revenue USD 13.2bln, decreased 1%; Windows OEM and Devices revenue decreased 2%; Xbox content and services revenue decreased 5%; Search advertising revenue excluding traffic acquisition costs increased 12%.
- Intelligent cloud revenue USD 34.7bln.
CEO COMMENTARY
"We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era. Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year."