Microsoft Reports Record Fiscal 2026 Results and Outlines Growth Plans
Microsoft closed fiscal 2026 with record revenue exceeding $331 billion, driven by strong performance in cloud services like Azure. Q4 revenue reached $90 billion, up 18% year-over-year, while operating income surpassed $155 billion and earnings per share rose to $4.74 after adjustments for OpenAI investment impacts. Azure growth accelerated with a 43% increase in the quarter despite capacity constraints. Microsoft added 88 data centers during fiscal 2026 and expects first-quarter Azure revenue growth of about 45%. The company plans significant infrastructure spending, forecasting $175 billion in capital expenditures for fiscal 2027. Microsoft also reported strong adoption of AI products such as Microsoft 365 Copilot, which surpassed 30 million paid seats. CFO Amy Hood noted a $3.2 billion gain from the investment in Anthropic and efficiency improvements contributing to Azure's performance.
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Topics: AI services capital expenditures cloud computing revenue growth