Microsoft Corp. announced its financial results for the quarter ended September 30, 2026, reporting $92.3 billion in revenue.
Financial Performance
Microsoft reported operating income of $45.9 billion, reflecting a 21 percent increase compared to the corresponding period of the last fiscal year. Net income reached $36.6 billion, representing a 32 percent increase on a GAAP basis.
Diluted earnings per share stood at $4.92, increasing 32 percent on a GAAP basis. On a non-GAAP basis, net income was $36.4 billion and diluted earnings per share were $4.89.
Segment and Cloud Revenue
Revenue in the Agents and Infra segment reached $76.8 billion, marking a 25 percent increase year-over-year. Microsoft Cloud revenue totaled $63.9 billion, with growth reaching 30 percent.
Azure revenue increased by 48 percent. Meanwhile, revenue in the Devices and Consumer segment was $15.5 billion, representing a 3 percent decrease.
Shareholder Returns and Leadership
Microsoft returned $10.2 billion to shareholders in the form of dividends and share repurchases during the first quarter of fiscal year 2027. Chief Executive Officer Satya Nadella stated that the company is delivering greater capability, choice, control, and cost efficiency across its stack.
Key facts and where they come from
- Microsoft reported total revenue of $92.3 billion for the quarter ended September 30, 2026.
Revenue was $92.3 billion and increased 19%
- Operating income was $45.9 billion, reflecting a 21 percent increase.
Operating income was $45.9 billion and increased 21%
- Microsoft Cloud revenue reached $63.9 billion with 30 percent growth.
Microsoft Cloud revenue was $63.9 billion and increased 30%
- Azure revenue increased by 48 percent.
Azure revenue increased 48%
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