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AI English summary of an SEC filing — figures as filed

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Microsoft said it reported revenue of $90.0 billion for the quarter ended June 30, 2026, up 18%; operating income of $40.6 billion, up 18%; and GAAP net income of $35.8 billion, up 31%.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Microsoft said it reported revenue of $90.0 billion for the quarter ended June 30, 2026, up 18%; operating income of $40.6 billion, up 18%; and GAAP net income of $35.8 billion, up 31%.

  2. The company said that compared with its forward-looking guidance provided on April 29, 2026, the main items that benefited diluted earnings per share by $0.27 were a gain from its investment in Anthropic of $3.2 billion. It said non-GAAP net income, which excludes the impact from investments in OpenAI, was $35.3 billion, up 22%.

  3. Microsoft reported Intelligent Cloud revenue of $39.3 billion, up 32%; Productivity and Business Processes revenue of $37.8 billion, up 14%; and More Personal Computing revenue of $12.9 billion, down 4% for the quarter. It said Azure and other cloud services revenue increased 43%.

  4. The company reported net cash from operations of 182,935 (in millions) and additions to property and equipment of 115,948 (in millions) for the twelve months ended June 30, 2026.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Quarter results for the period ended June 30, 2026

Microsoft said it reported revenue of $90.0 billion for the quarter ended June 30, 2026, up 18%; operating income of $40.6 billion, up 18%; and GAAP net income of $35.8 billion, up 31%.

Source · Based on the filing body and exhibits

Discrete Items and OpenAI Adjustments in the Quarter

The company said that compared with its forward-looking guidance provided on April 29, 2026, the main items that benefited diluted earnings per share by $0.27 were a gain from its investment in Anthropic of $3.2 billion. It said non-GAAP net income, which excludes the impact from investments in OpenAI, was $35.3 billion, up 22%.

Source · Based on the filing body and exhibits

Quarterly Segment Revenue and Azure

Microsoft reported Intelligent Cloud revenue of $39.3 billion, up 32%; Productivity and Business Processes revenue of $37.8 billion, up 14%; and More Personal Computing revenue of $12.9 billion, down 4% for the quarter. It said Azure and other cloud services revenue increased 43%.

Source · Based on the filing body and exhibits

Full-Year Operating Cash Flow and Capital Expenditures

The company reported net cash from operations of 182,935 (in millions) and additions to property and equipment of 115,948 (in millions) for the twelve months ended June 30, 2026.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.