Microsoft reports $3.2B gain from Anthropic investment; OpenAI shows mixed results
In its fourth-quarter fiscal 2026 earnings report, Microsoft revealed a significant financial boost of $3.2 billion from its investment in AI lab Anthropic, which increased diluted EPS by 33 cents to reach $4.81 for the quarter. This gain came as part of a larger $5 billion investment made in November 2025 under an agreement where Anthropic committed to purchasing $30 billion worth of Azure services. In contrast, Microsoft marked down its OpenAI investment by approximately $600 million during the same period, reducing diluted EPS by about 7 cents. Despite this decline, it was a minor impact on overall earnings as Microsoft reported strong financial results with $90 billion in revenue and net income of $35.8 billion for the quarter. On an annual basis, OpenAI still contributed positively to Microsoft's finances, generating a $5 billion gain that added $0.67 per share over fiscal 2026.
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Topics: Anthropic earnings investments Microsoft OpenAI