8-K current report · filed Jul 29, 2026

Microsoft Corporation (MSFT) 8-K Current Report: July 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 July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Microsoft reported fiscal Q4 and full-year results for the periods ended June 30, 2026.

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Item 2.02 · Results of Operations and Financial Condition

  • Microsoft reported fiscal Q4 and full-year results for the periods ended June 30, 2026
  • Financial details are contained in Exhibit 99.1, the accompanying earnings release
  • Results furnished under Regulation FD but not technically filed under Exchange Act Section 18 liability rules

Item EX-99.1 · Exhibit EX-99.1

  • Q4 revenue $90.0B, up 18%, and operating income $40.6B, up 18%, signaling broad-based operating leverage
  • Azure and other cloud services grew 43%, while Microsoft Cloud revenue reached $59.3B, reinforcing AI infrastructure momentum
  • Commercial remaining performance obligation rose 84% to $678B, improving visibility into future cloud and AI revenue
  • GAAP EPS $4.81, up 32%; OpenAI-adjusted EPS $4.74, up 23%, separating operational growth from investment gains
  • Capital intensity accelerated with $35.8B of Q4 property additions and $115.9B for fiscal 2026, a key margin and cash-flow consideration

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