MSFT Microsoft
Largest AI cloud buyer; Azure and OpenAI capacity
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
MSFT · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-07-29EarningsBeat / raise
Reported EPS 4.74 vs 4.24 expected (+11.8% surprise).
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7
2026-04-29EarningsBeat / raise
Reported EPS 4.27 vs 4.07 expected (+4.8% surprise).
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6
2026-01-28EarningsBeat / raise
Reported EPS 4.14 vs 3.92 expected (+5.7% surprise).
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5
2025-10-29EarningsBeat / raise
Reported EPS 4.13 vs 3.66 expected (+12.7% surprise).
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4
2025-07-30EarningsBeat / raise
Reported EPS 3.65 vs 3.38 expected (+8.1% surprise).
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3
2025-04-30EarningsBeat / raise
Reported EPS 3.46 vs 3.22 expected (+7.4% surprise).
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2
2025-01-29EarningsBeat / raise
Reported EPS 3.23 vs 3.12 expected (+3.5% surprise).
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1
2024-10-30EarningsBeat / raise
Reported EPS 3.3 vs 3.11 expected (+6.1% surprise).
Latest headlines
Auto-updated dailyPredictions involving MSFT
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-07-29 | 4.24 | 4.74 | +11.8% |
| 2026-04-29 | 4.07 | 4.27 | +4.8% |
| 2026-01-28 | 3.92 | 4.14 | +5.7% |
| 2025-10-29 | 3.66 | 4.13 | +12.7% |
| 2025-07-30 | 3.38 | 3.65 | +8.1% |
| 2025-04-30 | 3.22 | 3.46 | +7.4% |
| 2025-01-29 | 3.12 | 3.23 | +3.5% |
| 2024-10-30 | 3.11 | 3.3 | +6.1% |
| 2024-07-30 | 2.94 | 2.95 | +0.2% |
| 2024-04-25 | 2.84 | 2.94 | +3.4% |
| 2024-01-30 | 2.77 | 2.93 | +5.8% |
| 2023-10-24 | 2.65 | 2.99 | +12.8% |
| 2023-07-25 | 2.55 | 2.69 | +5.6% |
| 2023-04-25 | 2.23 | 2.45 | +9.8% |
| 2023-01-24 | 2.32 | 2.32 | +0.2% |
| 2022-10-25 | 2.31 | 2.35 | +1.9% |
| 2022-07-26 | 2.29 | 2.23 | −2.7% |
| 2022-04-26 | 2.2 | 2.22 | +1.1% |
| 2022-01-25 | 2.32 | 2.48 | +7.0% |
| 2021-10-26 | 2.08 | 2.27 | +9.3% |
| 2021-07-27 | 1.93 | 2.17 | +12.7% |
| 2021-04-27 | 1.78 | 1.95 | +9.7% |
| 2021-01-26 | 1.64 | 2.03 | +24.0% |
| 2020-10-27 | 1.55 | 1.82 | +17.7% |
About Microsoft
Website ↗Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. Its products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games; and devices, such as PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories. The company's Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot, and Windows Commercial on-premises and Office licensed on-premises. This segment also provides Microsoft 365 Consumer products and cloud services; LinkedIn, including talent solutions, marketing solutions, subscriptions, and…
Four US hyperscalers guided to roughly $700B+ of 2026 capex, with 2027 modelled near $1T. Their guides set demand for every supplier on this site; neoclouds add more.
What would prove us wrong. Weakens if two or more hyperscalers cut forward capex guidance in the same quarter.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| GOOGL Alphabet | Waymo driverless fleet and TPUs | $319.0 | −0.37% | −7.2% | +2.1% | |
| AMZN Amazon | AWS; Trainium custom chips and the largest capex budget | $248.9 | +0.37% | −0.3% | +7.8% | |
| META Meta Platforms | Gigawatt training campuses (Prometheus, Hyperion) | $643.5 | +0.14% | −14.4% | −2.2% | |
| ORCL Oracle | OCI AI cloud; Stargate capacity for OpenAI | $125.9 | −0.21% | −7.8% | −34.5% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $56.49 | +4.17% | −35.5% | −21.1% | |
| NBIS Nebius Group | Neocloud building GPU capacity in US and Europe | $160.1 | +0.88% | −32.5% | +91.3% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.