Microsoft Corporation (MSFT)

The company now

Microsoft closed its fiscal year on 30 June with revenue of $331.8 billion, up 18 percent, and net income of $133.7 billion, up 31 percent 1. Gains on its OpenAI stake added $5.0 billion of that profit; without them net income rose 22 percent 12. Azure, its rented computing and AI service, passed $100 billion in yearly revenue for the first time 1.

The money behind it is computing power: spending on property and equipment, largely datacenters and their servers, reached $115.9 billion, up 80 percent (computed) 26. The finance chief said demand still exceeds the capacity Microsoft can supply 6. Contracted revenue not yet earned, the commercial remaining performance obligation, rose 84 percent to $678 billion 1.

The newest filed event is a customer's: Anthropic's public S-1 of 26 October says it committed to spend at least $44.9 billion with Microsoft between November 2026 and May 2033 4. Microsoft also holds equity in Anthropic, and it booked a $3.2 billion gain on that investment last quarter 41.

Microsoft reports its first quarter of fiscal 2027 after the market closes on 28 October, for the first time in two new segments, Agents and Infra and Devices and Consumer 53. The open question is whether Azure growth of 44 to 45 percent in constant currency, the company's own outlook, holds while capacity stays short 36.

As of Oct 27, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.