Microsoft (NASDAQ:MSFT) reported first-quarter revenue of $92.3 billion, up 19% and above the $90.69 billion analysts expected; adjusted earnings per share rose 18% to $4.89, versus an estimate of $4.73. Azure and other cloud services revenue grew 48% to $33.2 billion, above the roughly 45% growth analysts had forecast, while Microsoft Cloud revenue rose 30% to $63.9 billion. Capital expenditure was $39.4 billion, below the $46.59 billion expected, and commercial remaining performance obligation reached $677 billion, short of the $705.6 billion estimate. Microsoft also recorded a $207 million net gain tied to OpenAI and returned $10.2 billion to shareholders; shares rose over 5% in after-hours trading.
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MSFTearningscloud computingartificial intelligenceOpenAI
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Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/28/2026 | 530.83 |
| Change that session | -0.09% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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