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Microsoft Corporation (MSFT) FY2026 8-K Filings and Company Events

CIK 0000789019 · Nasdaq · Latest period: FY2026 (ended 2026-06-30, 10-K accession 0001193125-26-323660) · Next expected filing: 10-Q ~2026-10-28

More for Microsoft: Company index · Financial statements · 10-K and 10-Q summary

PeriodFY2026

Published

This page digests the material Form 8-K filings Microsoft Corporation (MSFT) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through FY2026, the period ended 2026-06-30, as reported in the 10-K filed with the SEC.

Filings that contain financial statements

The following Form 8-K filings furnish or file actual financial statement tables (income statement, balance sheet, cash flow statement, and/or segment results), useful for tracing quarterly figures that are not broken out as standalone columns elsewhere:

  • Accession 0001193125-26-323632 (filed 2026-07-29), Exhibit 99.1 earnings release for the fourth quarter and full fiscal year ended June 30, 2026. Contains unaudited income statements, comprehensive income statements, balance sheets, cash flow statements, and segment results for the three and twelve months ended June 30, 2026 and June 30, 2025.
  • Accession 0001193125-26-191457 (filed 2026-04-29), Exhibit 99.1 earnings release for the third quarter ended March 31, 2026. Same set of unaudited statement tables (income statement, comprehensive income, balance sheet, cash flow, segment revenue and operating income) for the three and nine months ended March 31, 2026 and 2025.
  • Accession 0001193125-26-027198 (filed 2026-01-28), Exhibit 99.1 earnings release for the second quarter ended December 31, 2025. Same set of unaudited statement tables for the three and six months ended December 31, 2025 and 2024.
  • Accession 0001193125-25-256310 (filed 2025-10-29), Exhibit 99.1 earnings release for the first quarter ended September 30, 2025, with the same statement tables for the three months ended September 30, 2025 and 2024. The filing also furnishes, as Exhibit 99.2, the blog announcing the restructured Microsoft–OpenAI partnership, and as Exhibit 99.3, an investor presentation for the quarter.
  • Accession 0000950170-25-100226 (filed 2025-07-30), Exhibit 99.1 earnings release for the fourth quarter and full fiscal year ended June 30, 2025, with income statement, comprehensive income, balance sheet, cash flow, and segment revenue/operating income tables for the three and twelve months ended June 30, 2025 and 2024.
  • Accession 0000950170-25-061032 (filed 2025-04-30), Exhibit 99.1 earnings release for the third quarter ended March 31, 2025, with the same set of statement tables for the three and nine months ended March 31, 2025 and 2024.
  • Accession 0000950170-25-010484 (filed 2025-01-29), Exhibit 99.1 earnings release for the second quarter ended December 31, 2024, with the same set of statement tables for the three and six months ended December 31, 2024 and 2023.
  • Accession 0000950170-24-132722 (filed 2024-12-03), Exhibit 99.1 recasts Items 1, 7, and 8 of the fiscal 2024 Form 10-K, including full audited consolidated income statements, balance sheets, cash flow statements, and stockholders' equity statements for each of the three fiscal years ended June 30, 2024, 2023, and 2022, solely to reflect an August 2024 change in segment composition (bringing commercial Microsoft 365 into Productivity and Business Processes). The filing states explicitly that the recast did not restate previously reported consolidated totals, only segment presentation changed. Exhibit 23.1 is the related auditor consent.

Earnings results

  • 2026-07-29 (accession 0001193125-26-323632): Fourth-quarter and fiscal-2026 results (period ended June 30, 2026). Quarterly revenue was $90.0 billion, up 18%; operating income $40.6 billion, up 18%; GAAP net income $35.8 billion, up 31%; GAAP diluted EPS $4.81, up 32%. Full fiscal year revenue was $331.8 billion (+18%), operating income $155.2 billion (+21%), GAAP net income $133.7 billion (+31%), GAAP diluted EPS $17.95 (+32%). Microsoft Cloud revenue reached $59.3 billion in the quarter (+27%); commercial remaining performance obligation rose 84% year-over-year to $678 billion; Azure revenue surpassed $100 billion for the fiscal year. Results versus the company's own guidance benefited by $0.27 of diluted EPS from discrete items: a $3.2 billion gain tied to the company's investment in Anthropic and lower-than-expected costs for a Voluntary Retirement Program, partly offset by severance expense and impairment charges in the Xbox business. Microsoft returned $10.2 billion to shareholders via dividends and buybacks in the quarter.
  • 2026-04-29 (accession 0001193125-26-191457): Third-quarter fiscal-2026 results (period ended March 31, 2026). Revenue was $82.9 billion (+18%), operating income $38.4 billion (+20%), GAAP net income $31.8 billion (+23%), GAAP diluted EPS $4.27 (+23%). Management cited an AI business annual revenue run rate above $37 billion, up 123% year-over-year.
  • 2026-01-28 (accession 0001193125-26-027198): Second-quarter fiscal-2026 results (period ended December 31, 2025). Revenue was $81.3 billion (+17%), operating income $38.3 billion (+21%). GAAP net income was $38.5 billion, up 60% year-over-year, and GAAP diluted EPS was $5.16, up 60%; the outsized GAAP growth reflects a $7.6 billion net gain from Microsoft's investments in OpenAI recognized in the quarter (non-GAAP net income, which excludes that impact, was $30.9 billion, up 23%). Microsoft Cloud revenue crossed $50 billion in the quarter for the first time, and commercial remaining performance obligation rose 110% year-over-year to $625 billion.
  • 2025-10-29 (accession 0001193125-25-256310): First-quarter fiscal-2026 results (period ended September 30, 2025). Revenue was $77.7 billion (+18%), operating income $38.0 billion (+24%), GAAP net income $27.7 billion (+12%), GAAP diluted EPS $3.72 (+13%); results included a $3.1 billion net loss from OpenAI investments (non-GAAP diluted EPS, excluding that impact, was $4.13, up 23%).
  • 2025-07-30 (accession 0000950170-25-100226): Fourth-quarter and fiscal-2025 results (period ended June 30, 2025). Quarterly revenue was $76.4 billion (+18%), operating income $34.3 billion (+23%), net income $27.2 billion (+24%), diluted EPS $3.65 (+24%). Azure revenue surpassed $75 billion for the fiscal year, up 34%; Microsoft Cloud revenue for the quarter was $46.7 billion, up 27%.
  • 2025-04-30 (accession 0000950170-25-061032): Third-quarter fiscal-2025 results (period ended March 31, 2025). Revenue was $70.1 billion (+13%), operating income $32.0 billion (+16%), net income $25.8 billion (+18%), diluted EPS $3.46 (+18%). Microsoft Cloud revenue was $42.4 billion, up 20%.
  • 2025-01-29 (accession 0000950170-25-010484): Second-quarter fiscal-2025 results (period ended December 31, 2024). Revenue was $69.6 billion (+12%), operating income $31.7 billion (+17%).

None of these releases includes specific forward numeric guidance in the text furnished with the 8-K; each states that guidance was provided separately on the related earnings call and webcast.

OpenAI partnership and AI-related investment gains/losses

  • 2025-10-28/29 (accession 0001193125-25-256310, Exhibit 99.2): Microsoft and OpenAI signed a new definitive agreement restructuring their partnership, disclosed via a company blog post furnished with the quarterly earnings 8-K. Key terms: Microsoft supports OpenAI's board moving forward with formation of a public benefit corporation ("OpenAI Group PBC") and a recapitalization; following recapitalization, Microsoft's investment in OpenAI Group PBC was valued at approximately $135 billion, representing roughly 27% on an as-converted diluted basis (versus a prior roughly 32.5% as-converted stake in the OpenAI for-profit entity, excluding recent funding-round dilution). OpenAI remains Microsoft's frontier model partner with exclusive Azure API access until an independent expert panel verifies AGI has been achieved. Microsoft's IP rights to OpenAI's models and products are extended through 2032, including rights to post-AGI models with safety guardrails; Microsoft's rights to OpenAI's research IP run through 2030 or an AGI verification, whichever comes first. OpenAI may now jointly develop non-API products with third parties and release open-weight models meeting certain criteria; Microsoft may independently pursue AGI, alone or with third parties, subject to compute thresholds if using OpenAI IP prior to an AGI declaration. OpenAI has contracted to purchase an incremental $250 billion of Azure services, and Microsoft no longer holds a right of first refusal to be OpenAI's cloud compute provider.
  • Quarterly results since this agreement show recurring, sizable swings in GAAP earnings tied to Microsoft's equity stake in OpenAI: a $3.1 billion net loss in the first quarter of fiscal 2026 (quarter ended September 30, 2025), a $7.6 billion net gain in the second quarter of fiscal 2026 (quarter ended December 31, 2025), and continuing OpenAI-related non-GAAP adjustments through the fourth quarter of fiscal 2026 (a $480 million impact in the quarter ended June 30, 2026; $4.96 billion for the full fiscal year 2026). Microsoft separately disclosed, in the fourth-quarter fiscal 2026 earnings release (accession 0001193125-26-323632), a $3.2 billion gain from its investment in Anthropic recognized in the quarter ended June 30, 2026, the filings do not otherwise describe the origin or size of the Anthropic stake.
  • Item 7 (Management's Discussion and Analysis) of the fiscal 2026 Form 10-K (accession 0001193125-26-323660) states that Microsoft extended its OpenAI partnership twice within the fiscal year: once in October 2025 and again in April 2026. No 8-K in the reviewed set describes the April 2026 extension or its terms; only the October 2025 restructuring is covered above.

Capital returns and cost actions

  • A Voluntary Retirement Program, and severance expense and impairment charges within the Xbox business, are disclosed only in the fourth-quarter fiscal 2026 earnings release (Exhibit 99.1 to accession 0001193125-26-323632), where they are named as discrete items affecting results versus the guidance given on April 29, 2026. No other 8-K in the reviewed period mentions them, and no scope or total-cost figure is provided.
  • Microsoft reported returning $10.2 billion to shareholders via dividends and share repurchases in the fourth quarter of fiscal 2026 (accession 0001193125-26-323632). None of the reviewed 8-Ks separately announces a dividend increase or a new share-repurchase authorization.

Board and executive changes

  • 2026-06-05 (accession 0001193125-26-258667, event date 2026-06-02): Director Reid Hoffman, on the board since 2017, informed the company he will not stand for re-election at the 2026 annual shareholder meeting; the company stated this was not due to any disagreement with management and that he will continue serving until that meeting.
  • 2026-05-14 (accession 0001193125-26-224155, event date 2026-05-13): The board appointed Carmine Di Sibio as a new director, effective May 13, 2026, to serve on the Audit and Compensation Committees.
  • 2025-09-30 (accession 0001193125-25-225125, event date 2025-09-24): Director Carlos A. Rodriguez, then chair of the Compensation Committee and an Audit Committee member, informed the company of his decision not to stand for re-election at the 2025 annual shareholder meeting, citing personal reasons and no disagreement with management; he continued serving until that meeting.
  • 2025-01-22 (accession 0001193125-25-010492): Christopher D. Young resigned as Executive Vice President, Business Development, Strategy, and Ventures, effective immediately, while remaining an employee through the end of March 2025 to support the transition.

Governance and annual meetings

  • 2025-12-08 (accession 0001193125-25-311196, event date 2025-12-05): At the 2025 Annual Shareholders Meeting, shareholders elected the 12 director nominees, approved executive compensation on an advisory basis, ratified Deloitte & Touche LLP as auditor for fiscal 2026, and approved a new 2026 Stock Plan replacing the 2017 Stock Plan. Shareholder proposals on AI-censorship risk audits, AI content oversight/data usage reporting, human-rights due diligence, and AI use in oil and gas development were not approved.
  • 2024-12-11 (accession 0001193125-24-275524, event date 2024-12-10): At the 2024 Annual Shareholders Meeting, shareholders elected the 12 director nominees, approved executive compensation on an advisory basis, and ratified Deloitte & Touche LLP as auditor for fiscal 2025. Shareholder proposals on weapons-development risk, bitcoin investment, human-rights data operations, AI use in oil and gas, AI misinformation, and AI data-sourcing accountability were not approved.
  • 2025-07-01 (accession 0001193125-25-154103): The board amended the company's bylaws, effective July 1, 2025, to add a cure process allowing shareholders to correct certain deficiencies in director-nomination notices submitted within the required window.

No widely known development outside the categories above appears in the company's 8-K filings reviewed for this period.

FAQ · Microsoft 8-K filings and events

What has Microsoft Corporation (MSFT) reported in its recent 8-K filings?

Microsoft Corporation (MSFT): The following Form 8-K filings furnish or file actual financial statement tables (income statement, balance sheet, cash flow statement, and/or segment results), useful for tracing quarterly figures that are not broken out as standalone columns elsewhere: Accession 0001193125-26-323632 (filed 2026-07-29), Exhibit 99.1 earnings release for the fourth quarter and full fiscal year ended June 30, 2026. Contains unaudited income statements, comprehensive income statements, balance sheets, cash flow statements, and segment results for the three and twelve months ended June 30, 2026 and June 30, 2025.

When does Microsoft Corporation (MSFT) next file with the SEC?

Microsoft Corporation (MSFT) is expected to file its next Form 10-Q with the SEC on or around October 28, 2026. That date is a projection rather than a company-announced date: it is derived from Microsoft Corporation's own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-K for FY2026, the period ended 2026-06-30, SEC accession 0001193125-26-323660.

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How this page was built

This page was built from 16 of Microsoft Corporation's own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.

A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.

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Built from Microsoft Corporation's SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.