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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Karl Keirstead | UBS | 6 | 0% |
| Brent Thill | Jefferies | 6 | 33% |
| Mark Moerdler | Bernstein | 6 | 0% |
| Keith Weiss | Morgan Stanley | 6 | 50% |
| Kash Rangan | Goldman Sachs | 3 | 33% |
| Mark Murphy | JPMorgan | 3 | 0% |
| Brad Zelnick | Deutsche Bank | 3 | 0% |
| Kirk Materne | Evercore ISI | 2 | 0% |
| Raimo Lenschow | Barclays | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 6 | 33% |
| Bernstein | 1 | 6 | 0% |
| UBS | 1 | 6 | 0% |
| Morgan Stanley | 1 |
| 6 |
| 50% |
| Goldman Sachs | 2 | 4 | 25% |
| JPMorgan | 1 | 3 | 0% |
| Deutsche Bank | 1 | 3 | 0% |
| Barclays | 1 | 2 | 0% |
Microsoft delivered revenue of $82.9 billion, up 18%, with Azure growing 40% in constant currency against an accelerating prior-year comparison and the AI business surpassing $37 billion in annualized revenue growing 123%. Management provided qualitative FY2027 guidance of another year of double-digit revenue and operating income growth, while announcing $190 billion in CY2026 capital expenditures as M365 Copilot reached 20 million seats with 250% year-over-year growth and gaming revenue declined amid content comparables.
Cloud & AI | Revenue Growth | Demand | Capex Investment | Capital Allocation | Competitive Dynamics | Margin | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 8 | 3 | 2 | 1 | 1 | 2 | 2 | |
| 2025Q3 | 6 | 5 | 4 | 3 | 2 | 1 | 1 | |
| 2025Q4 | 5 | 3 | 3 | 2 | 2 | 1 | 2 | 1 |
| 2026Q1 | 4 | 2 | 3 | 1 | 4 | 3 | 1 | |
| 2026Q2 | 5 | 3 | 2 | 3 | 2 | 1 | 2 | 1 |
| 2026Q3 | 2 | 1 | 2 | 2 | 1 | 1 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 8 | 6 | 5 | 4 | 5 | 2 |
| Revenue Growth | 3 | 5 | 3 | 2 | 3 | 1 |
| Demand | 2 | 4 | 3 | 3 | 2 | 2 |
| Capex Investment | 1 | 3 | 2 | 1 | 3 | 2 |
| Capital Allocation | 1 | 2 | 2 | 4 | 2 | |
| Competitive Dynamics | 2 | 1 | 1 | 3 | 1 | 1 |
| Margin | 1 | 2 | 1 | 2 | 1 | |
| Product Launch | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MSFT Microsoft Corporation | 8 | +18.3% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |