MSFT
Microsoft Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Microsoft Corporation.
Coverage
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Microsoft Q4 FY2026: Azure Hits 43% Growth, Stock Jumps 8.9% — the Hyperscaler That Got It Right
Microsoft beat on every major line, Azure grew 43% and crossed $100B in annual revenue, and the stock rose nearly 9% the same week Alphabet and Meta fell on their own capex numbers. We unpack the real beat, the accounting nuance behind 'lower' capex, and why the market treated Microsoft differently.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
Microsoft Neutral Bias
Lower highs/lows, counter-trend bounces failing; momentum weak; loss of 420 opens deeper downside.
Microsoft Sentiment Trend Broke
Broken engine; underperformance from narrative instability—de-rating relative to sector.
Microsoft Azure Growth Concerns
Stock dipped on slowing Azure growth and AI spending; positive on AI partnerships long-term.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| 2026 Q2 | 2026-06-30 | 2026-07-29 | Details → |
| 2026 Q1 | 2026-03-31 | 2026-04-29 | Details → |
| 2025 Q4 | 2025-12-31 | 2026-01-28 | Details → |
| 2025 Q3 | 2025-09-30 | 2025-10-29 | Details → |
| 2025 Q2 | 2025-06-30 | 2025-07-30 | Details → |
| 2025 Q1 | 2025-03-31 | 2025-04-30 | Details → |
| 2024 Q4 | 2024-12-31 | 2025-01-29 | Details → |
| 2024 Q3 | 2024-09-30 | 2024-10-30 | Details → |
| 2024 Q2 | 2024-06-30 | 2024-07-30 | Details → |
| 2024 Q1 | 2024-03-31 | 2024-04-25 | Details → |
| 2023 Q4 | 2023-12-31 | 2024-01-30 | Details → |
| 2023 Q3 | 2023-09-30 | 2023-10-24 | Details → |
| 2023 Q2 | 2023-06-30 | 2023-07-25 | Details → |
| 2023 Q1 | 2023-03-31 | 2023-04-25 | Details → |
| 2022 Q4 | 2022-12-31 | 2023-01-24 | Details → |
| 2022 Q3 | 2022-09-30 | 2022-10-25 | Details → |
| 2022 Q2 | 2022-06-30 | 2022-07-26 | Details → |
| 2022 Q1 | 2022-03-31 | 2022-04-26 | Details → |
| 2021 Q4 | 2021-12-31 | 2022-01-25 | Details → |
| 2021 Q3 | 2021-09-30 | 2021-10-26 | Details → |
| 2021 Q2 | 2021-06-30 | 2021-07-27 | Details → |
| 2021 Q1 | 2021-03-31 | 2021-04-27 | Details → |
| 2020 Q4 | 2020-12-31 | 2021-01-26 | Details → |
| 2020 Q3 | 2020-09-30 | 2020-10-27 | Details → |
| 2020 Q2 | 2020-06-30 | 2020-07-22 | Details → |
| 2020 Q1 | 2020-03-31 | 2020-04-29 | Details → |
Company History
Bill Gates and Paul Allen established Microsoft on April 4, 1975, in Albuquerque, New Mexico, to market BASIC interpreters for the Altair 8800.
Released Windows 1.0 as graphical extension for MS-DOS, establishing Windows line.
Went public on March 13, 1986, with IPO on NASDAQ, raising capital and creating billionaires/millionaires.
Launched Windows 95 with multitasking, new interface, and 32-bit compatibility—massive success.
Bill Gates stepped down as CEO, handing to Steve Ballmer; Gates became Chief Software Architect.
Acquired Skype Technologies for largest corporate deal at the time, enhancing communication.
Nadella succeeded Ballmer, redirecting toward cloud and enterprise.
Purchased LinkedIn for $26.2 billion, expanding professional networking.
Completed $68.7 billion acquisition, bolstering gaming division.
Deepened partnership with OpenAI, integrating GPT into Bing, Office, and Azure.
Key Players
showing 6 of 27 · see all leadership & board
