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Microsoft
Microsoft (MSFT) investor relations material
Microsoft Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary28 Oct, 2026
Executive summary
Revenue was $92.279B, up 19% YoY; operating income was $45.915B, up 21%, and GAAP diluted EPS was $4.92, up 32%.
Microsoft Cloud revenue reached $63.9B, up 30%; Azure grew 48% as AI capacity demand remained above supply.
Agents and Infra revenue rose 25% to $76.8B; Devices and Consumer revenue fell 3% to $15.5B.
Financial highlights
Gross margin was $62.559B, up 17%; gross margin percentage declined 1 point to 68%.
GAAP net income was $36.629B, up 32%; adjusted net income excluding OpenAI investment impacts was $36.422B, up 18%.
Adjusted diluted EPS excluding OpenAI investment impacts was $4.89, up 18%; GAAP diluted EPS was $4.92, up 32%.
Operating expenses rose 6% to $16.6B; cash from operations increased 29% to $58.0B, while free cash flow was $18.6B.
Returned $10.2B to shareholders through dividends and share repurchases.
Outlook and guidance
Q2 revenue guidance was $96B–$97.1B, with COGS of $32.7B–$32.9B and OpEx of $18.5B–$18.6B; operating margin expected slightly lower YoY.
Q2 Azure growth was guided at 49%–50% in constant currency; demand was expected to remain above supply, with delayed third-party GPU contracts shifting to H2.
Q2 M365 Commercial Cloud growth was expected at ~19% in constant currency; M365 Consumer Cloud in the low teens, and Productivity and Server Licensing down mid- to high-single digits.
Q2 CapEx was expected to exceed $50B and calendar-year spend to reach ~$170B; FY27 free cash flow expected to remain positive.
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Latest events from Microsoft
- Record FY26 results accompany four Board-opposed shareholder proposals.MSFT
Proxy filing - Board backs all nominees, say-on-pay, and auditor ratification; opposes four proposals.MSFTProxy filing
- AI growth strategy pairs faster capacity deployment with flexible, outcome-led pricing.MSFTGoldman Sachs Communacopia + Technology Conference 2026
- Segment structure shifts to two segments with updated metrics and FY27 Q1 outlook at $75B+.MSFTSegments and investor metrics update presentation
- AI adoption is scaling rapidly, driving measurable outcomes and transforming business operations.MSFTDeutsche Bank 2026 Technology Conference
- Revenue up 18%, net income up 31%, driven by strong cloud, AI, and Copilot growth.MSFTQ4 2026
- AI and sustainability progress are intertwined, driving innovation and global impact.MSFTFireside Chat
- Record results, AI and cloud focus, all board proposals passed, shareholder proposals rejected.MSFTAGM 2024
- Q3 FY2025 revenue up 13% and net income up 18%, led by strong cloud and AI growth.MSFTQ3 2025
Next Microsoft earnings date
AGM 20268 Dec, 2026
Microsoft
Next Microsoft earnings date
AGM 20268 Dec, 2026
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Frequently asked questions
Operating Systems Pioneer
Microsoft Corporation is a global technology company that specializes in the development, licensing, and support of a wide range of software products, services, and devices. Its portfolio includes operating systems for computing devices, servers, cloud-based services, business solution applications, software development tools, video games, personal computers, and much more. Microsoft is headquartered in Redmond, Washington, and its shares are listed on the NASDAQ.
Bill Gates and Paul Allen
The story of Microsoft begins in 1975, when the two friends Bill Gates and Paul Allen started a company that would develop and sell software for microcomputers. They had a vision of putting a personal computer in every home, and they believed that software would be the key to making that vision a reality. Their first product was a BASIC interpreter for the Altair 8800, a microcomputer that was popular at the time. The success of this product led to the founding of Microsoft and the development of other programming languages and software.
One of Microsoft's most significant contributions to the tech industry is the development of the Windows operating system. Windows was first released in 1985 and quickly became the dominant operating system for personal computers. This success was due in part to the user-friendly graphical user interface that Windows offered, which made it easier for people to use computers. Windows is still the most widely used operating system for computers, with Apple's MacOS being in second place.
The Software Offerings Today
Microsoft offers a broad spectrum of software products and services catering to individuals, businesses, and developers. These offerings span from productivity and communication tools to cloud computing platforms and development tools. Some of the company's most important software offerings besides its operating systems are as follows:
Microsoft 365 (formerly Office 365): A subscription service that includes access to various Microsoft applications like Word (word processing), Excel, PowerPoint, OneNote, Outlook, and more. It also offers cloud storage through OneDrive.
Microsoft Teams: A communication and collaboration platform that integrates chat, video meetings, file storage (including collaboration on files), and application integration. It's designed for businesses, schools, and other organizations.
Azure: A cloud computing platform offering over 200 products and cloud services. It supports various programming languages, tools, and frameworks, including both Microsoft-specific and third-party software and systems.
Microsoft Hardware
Microsoft has diversified its product line extensively over the years, moving beyond exclusively a software focus to design and manufacture a variety of hardware devices. The company produces and sells various forms of computers and laptops, tablets, and accessories, as well as the Xbox gaming system which directly competes with the Sony PlayStation and Nintendo's various devices.