11 hours ago
- Revenue was $90.0 billion, up 18% (17% in constant currency); operating income $40.6 billion, up 18%; net income $35.8 billion (GAAP) up 31%; diluted EPS $4.81 (GAAP) up 32%.
- Non-GAAP net income was $35.3 billion, up 22%; non-GAAP diluted EPS $4.74, up 23%, excluding impacts from OpenAI investments.
- Microsoft Cloud revenue reached $59.3 billion, up 27%; commercial remaining performance obligation increased 84% to $678 billion.
- Azure revenue surpassed $100 billion for the first time; Microsoft 365 Copilot exceeded 30 million paid seats, reflecting AI transformation momentum.
- Productivity and Business Processes revenue $37.8 billion (up 14%), Intelligent Cloud revenue $39.3 billion (up 32%), More Personal Computing revenue $12.9 billion (down 4%).
- CEO Satya Nadella highlighted AI-driven cost-to-outcome improvements; CFO Amy Hood noted strong quarterly performance and cloud growth.
- Returned $10.2 billion to shareholders in dividends and share repurchases in Q4.
- Fiscal year 2026 revenue $331.8 billion (up 18%), operating income $155.2 billion (up 21%), net income $133.7 billion (up 31% GAAP).