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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Microsoft Corporation (MSFT) is 9/10.
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.
Scored from Microsoft Corporation’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $65.58B | +16.0% | $3.30 | +10.4% | 69.4% | 46.6% | 37.6% | $19.26B |
| FY2025 Q2 | $69.63B | +12.3% | $3.23 | +10.2% | 68.7% | 45.5% | 34.6% | $6.49B |
| FY2025 Q3 | $70.07B | +13.3% | $3.46 | +17.7% | 68.7% | 45.7% | 36.9% | $20.30B |
| FY2025 Q4 | $76.44B | +18.1% | $3.65 | +23.7% | 68.6% | 44.9% | 35.6% | $25.57B |
| FY2026 Q1 | $77.67B | +18.4% | $3.72 | +12.7% | 69.0% | 48.9% | 35.7% | $25.66B |
| FY2026 Q2 | $81.27B | +16.7% | $5.16 | +59.8% | 68.0% | 47.1% | 47.3% | $5.88B |
| FY2026 Q3 | $82.89B | +18.3% | $4.27 | +23.4% | 67.6% | 46.3% | 38.3% | $15.80B |
| FY2026 Q4 | $90.01B | +17.7% | $4.80 | +31.5% | 67.2% | 45.1% | 39.7% | $19.64B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $211.91B | +6.9% | $9.69 | +0.5% | 68.9% | 41.8% | 34.1% | $59.48B |
| FY2024 | $245.12B | +15.7% | $11.81 | +21.9% | 69.8% | 44.6% | 36.0% | $74.07B |
| FY2025 | $281.72B | +14.9% | $13.64 | +15.5% | 68.8% | 45.6% | 36.1% |
| $71.61B |
| FY2026 | $331.84B | +17.8% | $17.95 | +31.6% | 67.9% | 46.8% | 40.3% | $66.99B |