MSFT Microsoft
Largest AI cloud buyer; Azure and OpenAI capacity
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
MSFT · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-28EarningsBeat / raise
Reported EPS 4.89 vs 4.72 expected (+3.6% surprise).
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7
2026-07-29EarningsBeat / raise
Reported EPS 4.74 vs 4.24 expected (+11.8% surprise).
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6
2026-04-29EarningsBeat / raise
Reported EPS 4.27 vs 4.07 expected (+4.8% surprise).
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5
2026-01-28EarningsBeat / raise
Reported EPS 4.14 vs 3.92 expected (+5.7% surprise).
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4
2025-10-29EarningsBeat / raise
Reported EPS 4.13 vs 3.66 expected (+12.7% surprise).
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3
2025-07-30EarningsBeat / raise
Reported EPS 3.65 vs 3.38 expected (+8.1% surprise).
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2
2025-04-30EarningsBeat / raise
Reported EPS 3.46 vs 3.22 expected (+7.4% surprise).
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1
2025-01-29EarningsBeat / raise
Reported EPS 3.23 vs 3.12 expected (+3.5% surprise).
Latest headlines
Auto-updated dailyPredictions involving MSFT
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-28 | 4.72 | 4.89 | +3.6% |
| 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% |
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 | $279.8 | −1.40% | −17.3% | −10.4% | |
| AMZN Amazon | AWS; Trainium custom chips and the largest capex budget | $240.3 | −1.41% | −3.2% | +4.1% | |
| META Meta Platforms | Gigawatt training campuses (Prometheus, Hyperion) | $615.0 | −1.53% | −15.3% | −6.6% | |
| ORCL Oracle | OCI AI cloud; Stargate capacity for OpenAI | $130.7 | −6.37% | −5.0% | −32.1% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $54.87 | −9.66% | −38.0% | −23.4% | |
| NBIS Nebius Group | Neocloud building GPU capacity in US and Europe | $154.1 | −10.38% | −33.6% | +84.2% |
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.