Earnings summaries and quarterly performance for MICROSOFT.
Executive leadership at MICROSOFT.
Satya Nadella
Detailed
Chief Executive Officer
CEO
AH
Amy Hood
Detailed
Executive Vice President and Chief Financial Officer
BS
Brad Smith
Detailed
Vice Chair and President
JA
Judson Althoff
Detailed
Executive Vice President and CEO Microsoft Commercial
TN
Takeshi Numoto
Detailed
Executive Vice President and Chief Marketing Officer
Board of directors at MICROSOFT.
CR
Carlos Rodriguez
Detailed
Director
CM
Catherine MacGregor
Detailed
Director
CS
Charles Scharf
Detailed
Director
EW
Emma Walmsley
Detailed
Director
HJ
Hugh Johnston
Detailed
Director
JD
John David Rainey
Detailed
Director
JS
John Stanton
Detailed
Director
MM
Mark Mason
Detailed
Director
PP
Penny Pritzker
Detailed
Director
RH
Reid Hoffman
Detailed
Director
SP
Sandra Peterson
Detailed
Lead Independent Director
TL
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 +26 more
KK
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
MM
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 +18 more
MM
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
BZ
Brad Zelnick
Credit Suisse
3 questions for MSFT
Also covers: ADBE, CFLT, CHKP +20 more
MT
Michael Turrin
Wells Fargo
3 questions for MSFT
Also covers: ADBE, ADSK, CFLT +29 more
KR
Kasthuri Rangan
Goldman Sachs
2 questions for MSFT
Also covers: ADBE, BASE, CFLT +21 more
AZ
Aleksandr Zukin
Wolfe Research
1 question for MSFT
Also covers: ADBE, DAY, DOCU +20 more
BS
Bradley Sills
Bank of America
1 question for MSFT
Also covers: ADBE, BILL, CRM +14 more
BR
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
SK
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 pivots Xbox strategy to cloud amid hardware sales decline
MSFT
Demand Weakening
New Projects/Investments
- Microsoft is shifting the Xbox business from a hardware-first model to cloud streaming and cross-platform play, centering on Xbox Cloud Gaming and Game Pass, with services revenue of $23.5 billion in fiscal 2025 and over 37 million subscribers.
- Hardware sales plunged 29% year-over-year, contributing to a 2% dip in overall gaming revenue, and Xbox Series X/S shipped 1.7 million units in 2025 versus 10.36 million for Nintendo’s Switch 2 and 9.2 million for Sony’s PS5.
- The strategy pivot includes investments in unified player progress and cross-device continuity but has drawn criticism amid layoffs, studio closures and price hikes.
- Microsoft stopped publicly reporting console shipments in 2015, reducing transparency in comparing current Xbox hardware performance.
4 days ago
Assembly Software highlights 2025 NeosAI adoption growth
MSFT
New Projects/Investments
- NeosAI adoption more than quadrupled (+350% YoY), saving over 500,000 hours of legal work and driving a 765% increase in monthly transactions.
- Power users rose by 531% and power-usage firms by 291% year over year, reflecting deeper customer engagement.
- Recognized by Microsoft as a best-in-class AI, NeosAI won 2025 LegalTech Generative AI Solution of the Year and retained its leadership in Legal Case Management on G2.
- Assembly plans continued investment in the Neos platform and NeosAI to reduce manual tasks and boost productivity for law firms in 2026.
8 days ago
Microsoft outlines frontier AI transformation framework at Barclays conference
MSFT
Product Launch
- Microsoft defined “frontier transformation” as a business-led AI evolution focused on reinventing employee experience, customer engagement, process redesign, and innovation rather than just efficiency improvements.
- Unveiled new intelligence layers: Work IQ within Microsoft 365 Copilot for precise workflow insights, Fabric IQ for cross-cloud semantic data access, and a Foundry IQ tier for streamlined agent development, supporting over 11,000 models in a heterogeneous stack.
- Launched Agent 365, a free enterprise tool to register, govern and visualize AI agents and workflows—enabling users to measure usage intensity and predict ROI before full production deployment.
- Barclays deployed Microsoft Copilot to 100,000 employees, driving over 1 million hours of productivity gains, fueled by global hackathons, community engagement, and rapid scaling of early pilot successes.
- Barclays’ Craig Williams stressed that data governance, breaking down silos, ensuring data lineage, and enhancing infrastructure resilience are critical to moving AI from experimentation to widespread operationalization.
Dec 11, 2025, 4:05 PM
Barclays highlights frontier AI transformation at annual tech conference
MSFT
Product Launch
- Microsoft’s Judson Althoff introduced a business-led “frontier transformation” framework focused on reinventing processes with AI agents and Copilot to drive top-line growth rather than mere efficiency.
- The company unveiled semantic intelligence layers—WorkIQ (Microsoft 365 Copilot), Fabric IQ (Power BI semantic layer), and Foundry IQ—to enable accurate, model-diverse data reasoning and agent development across clouds.
- Althoff disclosed that Agent 365, Microsoft’s enterprise observability tool, is tracking 138,000 agents used by 88,000 employees weekly, enhancing ROI visibility and governance for AI workflows.
- Barclays’ Craig Williams described scaling Copilot to 100,000 colleagues, supported by global hackathons and community events, yielding over 1 million hours of reported productivity gains.
Dec 11, 2025, 4:05 PM
Microsoft accelerates AI strategy with NumenAI acquisition
MSFT
M&A
New Projects/Investments
- Microsoft has embedded AI tools like Copilot across Windows 11, raising user concerns over privacy and autonomy.
- Microsoft made its largest AI-focused purchase in years by acquiring AI startup NumenAI, enhancing Azure with advanced multi-step reasoning models.
- CEO Satya Nadella notes that Microsoft's large organizational structure slows innovation, prompting efforts to learn from agile startups.
- Nadella emphasizes the need to free data from legacy systems and adopt a continuous learning mindset for AI success, warning against treating AI as a simple system upgrade.
Dec 7, 2025, 8:22 AM
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.
Dec 5, 2025, 4:30 PM
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.
Dec 5, 2025, 4:30 PM
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.
Dec 5, 2025, 4:30 PM
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
Dec 4, 2025, 10:49 PM
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.
Dec 3, 2025, 3:55 PM
Quarterly earnings call transcripts for MICROSOFT.
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