Microsoft Corporation (MSFT) Earnings Call Summary — June 2026 quarter
Microsoft makes Windows and Office, runs the Azure cloud, and owns LinkedIn, Xbox and a big stake in AI (Copilot, OpenAI partnership).
Microsoft Corporation (MSFT) reported its June 2026 quarter results on July 29, 2026. Earnings per share came in at $4.81 against a $4.24 consensus, so the company beat on the bottom line. Revenue of $90.01B landed above the $87.62B estimate. MSFT has beaten consensus EPS in 7 of its last 7 scored quarters. Highlights from management's remarks on the call are below.
Key highlights from the call
Operator: “Greetings, and welcome to the Microsoft Fiscal Year 2026 Fourth Quarter Earnings Conference Call.”
Chairman and Chief Executive Officer: “It was a very strong close to what was a record fiscal year for us.”
Chief Financial Officer: “This fiscal year, we delivered over $331 billion in revenue, with growth accelerating to 18%, driven by strong demand across both the Azure platform and our first-party AI applications and services.”
Chief Financial Officer: “And so given that we continue to see growing demand, no matter what model is chosen or what model family or whether it's run a model of your own, the Azure platform is quite efficient at delivering that.”
Analyst, Jefferies: “Amy, impressive acceleration in Azure up to 43% going to mid-40s.”