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Microsoft (1MSFT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 04, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
3.38
Last Year’s EPS
2.79
Same Quarter Last Year
Based on 33 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant growth in Microsoft's cloud and AI segments, with strong financial performance and adoption of AI-driven products. However, there were some challenges, such as a decline in gaming revenue and capacity constraints in Azure, which may impact future growth. Despite these challenges, the overall outlook remains positive, driven by strong demand and strategic investments.
Company Guidance
During Microsoft's Fiscal Year 2026 First Quarter Earnings Conference Call, significant guidance metrics were highlighted, reflecting the company's strong performance and strategic direction. Microsoft Cloud revenue surpassed $49 billion, marking a 26% year-over-year increase. The commercial remaining performance obligation (RPO) rose over 50% to nearly $400 billion, with a weighted average duration of two years. Notably, Azure's revenue grew by 40% in constant currency, driven by demand exceeding supply, despite ongoing capacity constraints. Microsoft's investment in AI continues to drive innovation, with plans to increase total AI capacity by over 80% this year. The company's focus on expanding their AI platform and Copilots, alongside partnerships like the new agreement with OpenAI, underscores their commitment to leveraging AI to enhance customer value and drive revenue growth. Additionally, capital expenditures reached $34.9 billion, and the company achieved an operating margin of 49%, reflecting efficient cost management amidst increased AI investments. The company also reported a robust commercial bookings growth of 112%, highlighting strong customer commitment and adoption of Microsoft's offerings.
Microsoft Cloud Revenue Growth
Microsoft Cloud revenue surpassed $49 billion, up 26% year-over-year.
Commercial RPO Increase
Commercial RPO increased over 50% to nearly $400 billion.
Azure and AI Investments
Azure revenue grew 40% year-over-year and the company is increasing its total AI capacity by over 80% this year.
GitHub Copilot Growth
GitHub Copilot now has over 26 million users, contributing to record usage with 500 million pull requests merged over the past year.
Strong Financial Performance
Revenue was $77.7 billion, up 18%, and earnings per share increased 23%.
Microsoft 365 Copilot Adoption
Over 90% of the Fortune 500 are using Microsoft 365 Copilot, with significant seat purchases by companies like PwC and Lloyds Banking Group.

Microsoft (IT:1MSFT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

IT:1MSFT Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 04, 2026
2026 (Q2)
3.38 / -
2.793
Oct 29, 2025
2026 (Q1)
3.17 / 3.57
2.85325.15% (+0.72)
Jul 30, 2025
2025 (Q4)
2.92 / 3.16
2.55123.73% (+0.61)
Apr 30, 2025
2025 (Q3)
2.79 / 2.99
2.54217.69% (+0.45)
Jan 29, 2025
2025 (Q2)
2.70 / 2.79
2.53310.24% (+0.26)
Oct 30, 2024
2025 (Q1)
2.68 / 2.85
2.58510.37% (+0.27)
Jul 30, 2024
2024 (Q4)
2.54 / 2.55
2.3269.67% (+0.22)
Apr 25, 2024
2024 (Q3)
2.44 / 2.54
2.11820.00% (+0.42)
Jan 30, 2024
2024 (Q2)
2.40 / 2.53
2.00626.29% (+0.53)
Oct 24, 2023
2024 (Q1)
2.29 / 2.59
2.03227.23% (+0.55)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

IT:1MSFT Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
€461.85€455.00-1.48%
Jul 30, 2025
€446.27€468.44+4.97%
Apr 30, 2025
€343.35€382.67+11.45%
Jan 29, 2025
€422.51€395.81-6.32%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Microsoft (IT:1MSFT) report earnings?
Microsoft (IT:1MSFT) is schdueled to report earning on Feb 04, 2026, After Close (Confirmed).
    What is Microsoft (IT:1MSFT) earnings time?
    Microsoft (IT:1MSFT) earnings time is at Feb 04, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Microsoft stock?
          The P/E ratio of Microsoft is N/A.
            What is IT:1MSFT EPS forecast?
            IT:1MSFT EPS forecast for the fiscal quarter 2026 (Q2) is 3.38.

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