$MSFTMicrosoft Corporation · Hyperscalers & platforms

Microsoft (MSFT) Next Earnings Date & AI Catalysts

Azure cloud, Copilot and a deep OpenAI partnership.

NEXT EARNINGS
Not yet on our calendar
We add dates once a source publishes them.

Profile

AI exposure score
⚡⚡⚡⚡⚡ 4/5 rubric
Shares outstanding
7.43B
as of 2026-10-22 · 10-Q cover page · SEC filing
Industry (SEC SIC)
Services-Prepackaged Software

AI angle

Microsoft monetizes AI through Azure AI infrastructure, Copilot subscriptions and model partnerships. Its 10-K calls its cloud and AI strategy a substantial investment that depends on customer demand.

Key metrics

Revenue (latest quarter) $92.28B
10-Q period ended 2026-09-30; +19% y/y · SEC filing
Gross margin 67.8%
Gross profit / revenue, same quarter · SEC filing
Operating income $45.91B
Same quarter; 50% operating margin · SEC filing

Key risks (from filings)

  • “Our cloud and AI strategy requires substantial investments and depends on evolving customer demand, technological developments, competitive dynamics, and regulatory conditions, any of which…” — 10-K risk factor (filed 2026-07-29) · source
  • “We face intense competition across all markets for our products and services, which could adversely affect our results of operations.” — 10-K risk factor (filed 2026-07-29) · source

Upcoming catalysts for $MSFT

Tue, Nov 17, 2026
Nov
17
conference$MSFT through Nov 20
Microsoft Ignite 2026 (San Francisco)
Microsoft's flagship AI/cloud event; Copilot, agent and Azure AI announcements.
Source: moscone.com
Tue, Dec 8, 2026
Dec
8
conference$NVDA$GOOGL$META$MSFT through Dec 13
NeurIPS 2026 (Atlanta; also Sydney & Paris)
Top AI research conference; labs often time papers and model news around it.
Source: neurips.cc
Wed, Dec 9, 2026
Dec
9
other$NVDA$MSFT$AVGO$AMD 2:00 PM ET
FOMC rate decision + projections
Rate path matters for high-multiple AI stocks; SEP meeting with 2:30 PM ET press conference.
Source: federalreserve.gov

Recent catalysts

Wed, Oct 28, 2026
Oct
28
earnings$MSFT reported
Microsoft Corporation reports quarterly results
Azure growth and AI capex guidance set the tone for the whole AI trade. Revenue: $92.28B (+19% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Mon, Oct 26, 2026
Oct
26
model launch$MSFT reported
OpenAI releases GPT-6.1 Terra
Faster, cheaper computer-use model (API price 50% below GPT-5.6 Terra); drives inference demand on partner clouds such as Azure.
Source: openai.com

Upcoming earnings

Recap of $MSFT's next earnings date — same expected / confirmed labeling as above.

No upcoming earnings date on our calendar yet.