Recent Updates — MSFT

Microsoft filed this report to update its consolidated financial statements for the three years ended June 30, 2026. The changes conform to a new segment reporting structure announced in September 2026 that creates two segments: Agents and Infra, which combines applications, agents, multi-model systems, and Azure infrastructure; and Devices and Consumer, comprising key consumer offerings. These updates do not represent a restatement of previously issued financial statements but reflect how the company now manages its business. Microsoft is a technology company developing software, services, devices, and solutions focused on cloud computing, artificial intelligence, productivity, and personal computing.

Microsoft Corporation announced financial results for the fiscal quarter ended September 30, 2026. Revenue reached $92.3 billion, a 19% increase year-over-year, while operating income rose 21% to $45.9 billion. Net income was $36.6 billion on a GAAP basis, up 32%, and diluted earnings per share increased 32% to $4.92. Microsoft Cloud revenue grew 30% to $63.9 billion, driven by a 48% surge in Azure revenue. The company returned $10.2 billion to shareholders through dividends and share repurchases during the quarter. Microsoft creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of its customers.

Microsoft Corporation announced a change in its reportable segments and investor metrics effective fiscal year 2027. The company will transition from three segments to two: Agents and Infra, encompassing Azure, Microsoft 365 cloud, productivity licensing, industry solutions, and support services; and Devices and Consumer, including search and advertising, Xbox, and Windows OEM devices. This restructuring aligns reporting with the company's strategic focus on AI-driven agents and infrastructure versus consumer-facing hardware and digital experiences. The filing includes restated historical financial data for FY26 and FY25 under the new structure, along with updated metric definitions such as Azure revenue growth and Industry solutions cloud revenue growth. Microsoft operates in the technology industry, developing software, services, devices, and enterprise solutions.

Microsoft Corporation issued a press release on July 29, 2026, announcing its financial results for the fiscal quarter and year ended June 30, 2026. The company operates in the technology industry, providing software, services, devices, and solutions.