Earnings summaries and quarterly performance for MICROSOFT.
Executive leadership at MICROSOFT.
Satya Nadella
Detailed
Chief Executive Officer
CEO
Amy Hood
Detailed
Executive Vice President and Chief Financial Officer
Brad Smith
Detailed
Vice Chair and President
Judson Althoff
Detailed
Executive Vice President and CEO Microsoft Commercial
Takeshi Numoto
Detailed
Executive Vice President and Chief Marketing Officer
Board of directors at MICROSOFT.
Carlos Rodriguez
Detailed
Director
Catherine MacGregor
Detailed
Director
Charles Scharf
Detailed
Director
Emma Walmsley
Detailed
Director
Hugh Johnston
Detailed
Director
John David Rainey
Detailed
Director
John Stanton
Detailed
Director
Mark Mason
Detailed
Director
Penny Pritzker
Detailed
Director
Reid Hoffman
Detailed
Director
Sandra Peterson
Detailed
Lead Independent Director
Teri List
Detailed
Director
Research analysts who have asked questions during MICROSOFT earnings calls.
Brent Thill
Jefferies
8 questions for MSFT
Also covers: ADBE, AMZN, ASAN +25 more
Karl Keirstead
UBS
8 questions for MSFT
Also covers: DDOG, GTLB, MDB +4 more
Keith Weiss
Morgan Stanley
8 questions for MSFT
Also covers: ADBE, APPN, BILL +19 more
Mark Moerdler
Bernstein Research
8 questions for MSFT
Also covers: ADBE, ORCL, SAP
Kash Rangan
Goldman Sachs
5 questions for MSFT
Also covers: ADBE, CRM, CRWV +17 more
Mark Murphy
JPMorgan Chase & Co.
4 questions for MSFT
Also covers: ADBE, AKAM, CFLT +23 more
Raimo Lenschow
Barclays
4 questions for MSFT
Also covers: APPN, BASE, BIGC +35 more
Brad Zelnick
Credit Suisse
3 questions for MSFT
Also covers: ADBE, CFLT, CHKP +19 more
Michael Turrin
Wells Fargo
3 questions for MSFT
Also covers: ADBE, ADSK, CFLT +29 more
Kasthuri Rangan
Goldman Sachs
2 questions for MSFT
Also covers: ADBE, BASE, CFLT +21 more
Aleksandr Zukin
Wolfe Research
1 question for MSFT
Also covers: ADBE, DAY, DOCU +20 more
Bradley Sills
Bank of America
1 question for MSFT
Also covers: ADBE, BILL, CRM +14 more
Brad Reback
Stifel
1 question for MSFT
Also covers: ASUR, CFLT, DAY +10 more
Brent Bracelin
Piper Sandler Companies
1 question for MSFT
Also covers: ADBE, AMPL, ASAN +20 more
Rishi Jaluria
RBC Capital Markets
1 question for MSFT
Also covers: AKAM, BOX, COUR +19 more
S. Kirk Materne
Evercore ISI
1 question for MSFT
Also covers: ADBE, AVPT, BLKB +16 more
Recent press releases and 8-K filings for MSFT.
Microsoft reports FY25 record results and AI platform strategy at AGM
MSFT
Revenue Acceleration/Inflection
New Projects/Investments
- Microsoft delivered record FY25 results: $281 billion revenue (+15%), 17% operating income growth, 16% EPS growth, and returned $37.7 billion to shareholders, including a 10% dividend increase.
- The Microsoft Cloud business generated $168 billion in revenue (+23%), with Azure at $75 billion (+34%), Microsoft 365 Commercial +15%, and Dynamics 365 +19% year over year.
- Leadership emphasized AI investments, operating over 400 data centers in 70 regions, opening the Fairwater AI superfactory, and supporting 150 million active Copilot users.
- CFO highlighted demand-driven AI infrastructure spending, noting $400 billion of committed cloud contracts underpinning confidence in long-term returns.
4 hours ago
Microsoft reports record FY25 results and details AGM proposals
MSFT
Proxy Vote Outcomes
Dividends
Share Buyback
- Record FY25 financial performance including revenue of $281 billion (+15%), operating income up 17%, EPS up 16%; Microsoft Cloud revenue reached $168 billion (+23%), with Azure at $75 billion (+34%).
- Capital returns included $37.7 billion in cash returned (+10%), a 10% quarterly dividend increase, and continuation of the $60 billion share buyback program.
- AGM agenda items included board recommendations to re-elect 12 directors, approve advisory say-on-pay, ratify Deloitte & Touche as auditor, and adopt the 2026 stock plan; management opposed six shareholder proposals on AI censorship and oversight.
- FY26 began with 18% revenue growth in Q1 and Microsoft Cloud revenue of $49 billion (+26%), underscoring continued demand for cloud and AI services.
- AI strategy highlights included expansion to over 400 data centers in 70 regions, launch of the Fairwater AI superfactory, introduction of Microsoft Foundry, and surpassing 150 million Copilot users.
6 hours ago
Microsoft holds FY25 Annual Shareholder Meeting
MSFT
Proxy Vote Outcomes
New Projects/Investments
- Record FY25 financial performance with revenue up 15% to $281 billion, operating income up 17%, EPS up 16%, and Microsoft Cloud revenue of $168 billion (Azure $75 billion).
- Four management proposals presented: election of 12 directors, advisory say-on-pay, ratification of Deloitte & Touche as auditor, and approval of the 2026 stock plan.
- Consideration of six shareholder proposals on AI privacy reporting, human rights due diligence, and censorship risk audits, with the board recommending votes against each.
- Emphasis on AI and infrastructure investments: over 400 data centers in 70 regions, launch of Microsoft Foundry, and more than 150 million active Copilot users, underpinning a full-stack AI strategy.
7 hours ago
Microsoft raises 365 subscription prices for business and government
MSFT
- Effective July 2026, Microsoft will increase Microsoft 365 subscription prices by 8%–16.7%, raising Business Basic to $7 (+16.7%), Business Standard to $14 (+12%), and frontline plans F1 to $3 and F3 to $10 per user per month
- The Business Premium plan remains unchanged at $22 and the entry-level E1 plan retains its $10 price despite other increases
- Microsoft 365 Copilot continues as a separate $30 per user per month add-on and is being bundled into new packages for small and medium-sized businesses
- The productivity and business processes segment, including Office, represented 43% of last quarter’s $77.7 billion revenue and saw 17% growth in commercial cloud services
1 day ago
Microsoft trims AI sales targets amid customer hesitation
MSFT
Guidance Update
Demand Weakening
- Lowered sales growth targets for some Azure AI products due to slow customer adoption and missed sales quotas.
- Stock price declined on concerns that AI market hype is giving way to cautious real-world value assessments.
- Microsoft denied reducing AI sales quotas, stating targets remain unchanged, which helped moderate stock losses.
- Company invested nearly $35 billion in fiscal Q1 on AI infrastructure, underscoring its long-term commitment to AI growth.
2 days ago
Microsoft outlines Copilot momentum and AI strategy at UBS Global Technology and AI Conference 2025
MSFT
Product Launch
- M365 seat growth reached 6% quarter-over-quarter, with continued maturity-driven scale and no AI-induced declines; ARPU growth is fueled by E5 upsell and Copilot adoption.
- Daily active Copilot engagement has more than doubled quarter-over-quarter, and Copilot penetration in Fortune 500 companies increased from 70% to 90%, highlighting robust usage trends.
- Microsoft introduced Agent 365 to deliver unified governance, compliance, and observability for enterprise AI agents, addressing concerns over sprawl and security.
- The Copilot experience emphasizes multi-model integration (OpenAI, Anthropic, customer-tuned models) and an upcoming agent mode in Office apps to leverage in-context Work IQ while maintaining data governance.
- Ensuring first-party AI performance is a compute capacity priority, with a multidimensional approach to hardware allocation, global routing, and geo-fencing to balance internal and third-party demands.
3 days ago
Microsoft discusses M365 Copilot growth and AI infrastructure at UBS Tech & AI Conference 2025
MSFT
Product Launch
New Projects/Investments
- Rajesh Jha reports 6% seat growth for Microsoft 365 and 15% revenue growth, serving 400 million paid subscribers, driven by ARPU gains from E5 and Copilot.
- Daily active engagement with M365 Copilot has doubled quarter-over-quarter, and Copilot is now deployed in 90% of Fortune 500 companies, contributing to stable ARPU growth.
- Microsoft unveils Agent 365, offering a unified governance, compliance, and security layer to manage AI agents and prevent sprawl across enterprise deployments.
- Plans to embed agent mode natively into Office apps (Excel, Word, PowerPoint, Teams) in early 2026, and support a multi-model Copilot ecosystem including OpenAI, Anthropic, and customer-tuned models via Copilot Tuning.
- Microsoft is actively optimizing compute capacity, balancing first-party (M365 and GitHub Copilot) and third-party AI workloads through geo-aware resource allocation and asynchronous processing strategies.
3 days ago
Microsoft outlines M365 growth drivers and Copilot advancements
MSFT
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Experiences & Devices portfolio includes Office, Teams, Windows, Surface, Dynamics, Power Platform, and M365 Copilot, focusing on productivity for global information workers.
- M365 saw 6% seat growth in the latest quarter, surpassing 400 million paid subscribers, with 15% growth driven by seat adds, E5 premium uptake, and Copilot.
- Daily active engagement with Copilot more than doubled quarter-over-quarter for two consecutive quarters, and 90% of the Fortune 500 now use Copilot, boosting ARPU.
- New tools like Copilot Analytics and Agent 365 provide ROI measurement, governance, and control to prevent agent sprawl and ensure compliance in AI deployments.
- Microsoft differentiates Copilot via Work IQ integration, multi-model support (OpenAI, Anthropic, customer-tuned models), in-app orchestration, and enterprise-grade security and compliance.
3 days ago
Microsoft fund backs human rights risk report, opposes Nadella as board chair
MSFT
Proxy Vote Outcomes
Executive Compensation
- Norway’s $2 trillion sovereign wealth fund, holding 1.35% stake (≈ $50 billion) in Microsoft, will vote for a detailed human rights risk report at the Dec 5 annual meeting.
- The fund will oppose CEO Satya Nadella’s re-election as board chair and his executive pay package, citing separation of roles and governance concerns.
- Microsoft’s fiscal 2026 Q1 revenue rose 18% y/y to $77.7 billion, with Azure and other cloud services up 40%, and non-GAAP EPS up 23%, reflecting strong fundamentals.
- The stance highlights tensions between institutional investors demanding governance reforms and Microsoft management, despite management’s recommendation against the proposal.
6 days ago
Microsoft: Google withdraws EU antitrust complaint amid cloud probe
MSFT
Legal Proceedings
- Google withdraws its 2024 antitrust complaint against Microsoft over alleged anti-competitive cloud licensing practices, deferring the issue to the EU’s Digital Markets Act investigation.
- The EU’s DMA probe could designate Microsoft Azure and AWS as gatekeepers within a year, imposing stricter rules on cloud services.
- In the cloud market, Amazon leads with 30% share, Microsoft holds 20%, and Google has 13%, highlighting the stakes of the investigation.
8 days ago
Quarterly earnings call transcripts for MICROSOFT.
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