← Research LibraryThe BriefFY2026 ended June 30, 2026 · headline figures audited against SEC data
Capital spending nearly doubled to build AI capacity, ahead of the revenue it is meant to earn
The read at a glance✓ Audited against SEC data
- Growth — Revenue up 18% to $331.84B, driven by Microsoft Cloud at $214.4BOK
- Profitability — Operating income up 21% to $155.24B, outpacing revenueOK
- Balance sheet — Altman score 5.22, in the safe band for a non-manufacturerOK
- Accounting quality — Earnings-quality score 86.2 and no earnings-manipulation flagOK
- Capital allocation — $115.95B into property and equipment against $66.99B of free cash flowWatch
- Cloud demand — Commercial remaining performance obligation up 84% to $678BOK
What happened
Microsoft grew revenue 18% to $331.84B and operating income 21% to $155.24B, with Microsoft Cloud revenue up 27% to $214.4 billion and Azure and other cloud services up 41%. The striking number is not in the income statement. Additions to property and equipment reached $115.95 billion in fiscal year 2026 against $64.55 billion the year before, an increase of $51.4 billion in a single year.
Where the revenue comes from
Fiscal 2026, as MICROSOFT CORP reports it. History and quarterly detail are in the app.
- Productivity and Business Processes$140.0B
- Intelligent Cloud$137.8B
- More Personal Computing$54.1B
Leadership changes
From MICROSOFT CORP's own filings, the day they're filed.
- Reid Hoffman · member · departureeff. 2026-06-02
- Carmine Di Sibio · Directors · appointmenteff. 2026-05-13
- Carlos A. Rodriguez · member · departureeff. 2025-09-24
Latest filings
- 8-K · Company announcement2026-09-02
- 8-K · Company announcement2026-07-29
- 10-K · Annual report2026-07-29
- 8-K · Company announcement2026-06-05
- 8-K · Company announcement2026-05-14
In the full recordFree for 14 days
- The business🔒
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- Why it matters🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about MICROSOFT CORP, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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