8-K current report · filed Apr 29, 2026

Microsoft Corporation (MSFT) 8-K Current Report: April 29, 2026

Item 2.02Item EX-99.1MSFT overview

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Microsoft Corporation (MSFT) filed an 8-K current report with the SEC on April 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Fiscal Q3 2026 results covered quarter ended March 31, 2026.

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Item 2.02 · Results of Operations and Financial Condition

  • Fiscal Q3 2026 results covered quarter ended March 31, 2026
  • Microsoft issued results press release April 29, 2026
  • Detailed financial figures and management commentary available in Exhibit 99.1
  • Results furnished under Form 8-K Item 2.02, limiting Exchange Act Section 18 liability

Item EX-99.1 · Exhibit EX-99.1

  • Q3 FY2026 revenue $82.9B, up 18%, with operating income $38.4B, up 20%, and diluted EPS $4.27, up 23%
  • Microsoft Cloud revenue $54.5B, up 29%, while commercial remaining performance obligations surged 99% to $627B
  • Azure and other cloud services growth accelerated to 40%, supporting Intelligent Cloud revenue growth of 30% to $34.7B
  • AI annual revenue run rate surpassed $37B, up 123% year-over-year, highlighting rapid monetization of AI infrastructure and solutions
  • Capital intensity increased as property and equipment additions reached $30.9B, while $10.2B returned to shareholders through dividends and repurchases

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