Microsoft

Q4 FY2026 EarningsQ4 FY26 results significantly exceeded consensus across all top and bottom-line metrics: revenue of $90.0B beat the $87.6B expected, while non-GAAP EPS of $4.74 outperformed the $4.24 mean estimate. Growth was primarily driven by the Intelligent Cloud segment, where Azure and other cloud services revenue surged 43% YoY. Despite a 4% decline in More Personal Computing, strong AI momentum and a $3.2B investment gain from Anthropic bolstered GAAP results, leading to a 32% YoY increase in GAAP diluted EPS.