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Microsoft Corporation
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Latest analysis
Updated Jul 29, 2026
Microsoft FY2026: $331.8B revenue (+18% YoY), Azure +41%, Copilot seats triple to 30M with record engagement.
Microsoft delivered FY2026 revenue of $331.84 billion, up 17.8% year-over-year, with Azure surpassing $100 billion in annual revenue and growing 41%, while Microsoft Cloud reached $214 billion and grew 27%. Operating income of $155 billion grew 21%, outpacing revenue growth. Copilot momentum accelerated sharply: paid Microsoft 365 Copilot seats reached over 30 million (net adds more than doubled sequentially), with user satisfaction scores doubling over three quarters and conversations per user nearly doubling year-over-year. Management projects double-digit revenue and operating income growth for FY2027, contingent on continued Azure capacity expansion (targeting a 2x capacity increase within 2 years) and sustained Copilot adoption across enterprise (100,000 Foundry customers, 40,000+ Fabric customers).
Tone: bullishRevenue
$331.8B
MSFT 10-K · FY 2026
Employees
223,000
Revenue FY2025
$281.7B
Founded
1975
Profile
MSFT 10-K Item 1 · Jul 29, 2026Microsoft is a global technology company that develops and supports software, services, devices, and cloud-based solutions for individuals and businesses. The company operates across three segments — Productivity and Business Processes, Intelligent Cloud, and More Personal Computing — and is aggressively embedding AI across its entire product portfolio. Azure, Microsoft 365, LinkedIn, Dynamics, and Xbox are its principal platforms.
Read filing description ↓ Collapse description ↑
Microsoft is a technology company committed to making digital technology and artificial intelligence available broadly and doing so responsibly. Our mission is to empower every person and every organization on the planet to achieve more. We develop and support a broad portfolio of technology solutions for individuals and businesses, focusing on secure, trusted, and innovative platforms and applications that meet evolving customer needs across AI, cloud computing, productivity and collaboration, and personal computing. We strive to create opportunity, growth, and impact in every country around the world. AI is fundamentally transforming productivity for every individual, organization, and industry. Microsoft's AI offerings span every layer of the technology stack, enabling transformative outcomes across sectors and unlocking opportunity for every country, community, and individual. We believe AI should be as empowering as it is powerful, and we're committed to designing and deploying AI responsibly with safety and security from the outset. Founded in 1975, we develop and support software, services, devices, and solutions that deliver new value for customers and help people and businesses realize their full potential. We offer an array of services, including cloud-based solutions that provide customers with AI, software, services, platforms, and content, and we provide solution support and consulting services. We also deliver relevant online advertising to a global audience. The Microsoft Cloud provides integration across the technology stack while offering openness, improving time to value, reducing costs, and increasing agility.
Primary products
- Microsoft 365 Commercial
- Microsoft 365 Consumer
- Microsoft 365 Copilot
- Dynamics 365
- Azure
Business segments
End markets
Geographies
Named customers
Named competitors
“We believe our cloud's global scale, coupled with our broad portfolio of identity and security solutions, allows us to effectively solve complex cybersecurity challenges for our customers and differentiates us from the competition.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
Microsoft Cloud revenue increased 27% to $214.4 billion in fiscal year 2026, with Azure and other cloud services revenue up 41%, driving consolidated total revenue higher versus fiscal year 2025.
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