Microsoft Designer

Microsoft reported Q4 FY2026 revenue of $90.0 billion, up 18% YoY (17% constant currency), with net income of $35.8 billion up 31% GAAP. Diluted EPS was $4.81, up 32% GAAP. Discrete items including a $3.2 billion Anthropic investment gain provided $0.27 EPS benefit. Microsoft Cloud revenue reached $59.3 billion, up 27% YoY, while commercial remaining performance obligation surged 84% to $678 billion. Azure revenue grew 43%, Microsoft 365 Commercial cloud increased 14% (16% adjusted), and Microsoft 365 Copilot exceeded 30 million paid seats. More Personal Computing declined 4%, with Windows OEM down 7% and XBOX content down 10. Azure infrastructure investment intensity elevated costs in Intelligent Cloud. Full-year FY2026 revenue totaled $331.8 billion, up 18%, with net income of $133.7 billion up 31% GAAP and $17.95 diluted EPS up 32% GAAP. The company returned $10.2 billion to shareholders via dividends and buybacks in Q4.