Business
Microsoft sells the operating layer for work and cloud: Microsoft 365 and Copilot, Azure, Dynamics, LinkedIn, Windows, gaming, and search. Azure AI and Microsoft 365 Copilot make AI both a product feature and a capacity demand.
AI cloud is compounding, but the infrastructure bill is now the cash-flow story.
The read at a glance✓ Audited against SEC data
- Growth — +15% revenue to $281.7BOK
- Profitability — $128.5B operating income; 45.6% marginOK
- Cash quality — $71.6B FCF after $64.6B capexWatch
- Balance sheet — $94.6B cash+STI vs $43.2B long-term debtOK
- Accounting — Distress score grey (formula, not weak) · no manipulation flag · clean auditOK
- AI capacity — Datacenters, GPUs, energy, and networking are explicit constraintsWatch
Where the revenue comes from
Fiscal 2026, as MICROSOFT CORP reports it. History and quarterly detail are in the app.
- Productivity And Business Processes$140.0B
- Intelligent Cloud$137.8B
- More Personal Computing$54.1B
Leadership changes
From MICROSOFT CORP's own filings, the day they're filed.
- Reid Hoffman · member · departureeff. 2026-06-02
- Carmine Di Sibio · Directors · appointmenteff. 2026-05-13
- Carlos A. Rodriguez · member · departureeff. 2025-09-24
Latest filings
- 8-K · Company announcement2026-09-02
- 8-K · Company announcement2026-07-29
- 10-K · Annual report2026-07-29
- 8-K · Company announcement2026-06-05
- 8-K · Company announcement2026-05-14
In the full recordFree for 14 days
- ✦ What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- ✦ Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about MICROSOFT CORP, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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