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Just reported
Q1 FY2027 results
From Microsoft's results release of 2026年10月28日; its quarterly report has since been filed.
Revenue
Actual
$92.28B
+19% y/y
+2.5% q/qGuided
—
No guide given
EPS, GAAP
Actual
$4.92
+32% y/y
+2.3% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$45.92B
+21% y/y
+13% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Microsoft is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- キュレーション
Business software
InspectStocks 編集 · 20 companies
Subscription software that companies use to run finance, sales, HR, IT and design.
- 株価、1 年
- -9.3%
- 売上、1 年
- +16.4%
+14A 10B 5C 4D 1
- キュレーション
Cloud platforms
InspectStocks 編集 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 株価、1 年
- -11.2%
- 売上、1 年
- +16.4%
+9A 4B 1C 3D 5F 2
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.$443.9BA+
PANWPalo Alto Networks, Inc.$273.5BA
CRWDCrowdStrike Holdings, Inc.$234.6BA
NETCloudflare, Inc.$112.9BA-
FTNTFortinet, Inc.$94.1BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A- IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Productivity and Business Processes: Microsoft 365, Dynamics, and LinkedIn43%
- Intelligent Cloud: Azure and server products38%
- More Personal Computing: Windows, Xbox, devices, and search advertising19%
売上構成比はfiscal year ended June 30, 2025の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Microsoft 365 and Microsoft 365 Copilot
Subscriptions for work and personal use that include apps such as Word, Excel, PowerPoint, Outlook, and Teams. Copilot adds an assistant that can answer questions and help with tasks using a customer's work information.
Azure
A service that lets organizations rent computing power, storage, databases, and artificial-intelligence tools from Microsoft's data centers instead of running all of that equipment themselves.
Dynamics 365
Business software for tasks such as sales, customer service, finance, supply chains, and human resources. Customer relationship management (CRM) tools track sales and customer interactions; enterprise resource planning (ERP) tools manage business operations such as finance and inventory.
さらに3件を表示
LinkedIn
A professional networking service that also sells job-recruiting tools, subscriptions, and advertising.
Windows
Operating-system software used to run personal computers and their applications. Microsoft sells licenses to computer makers and businesses.
Xbox
A gaming business that includes Xbox consoles and online services, subscriptions, and games made by Microsoft and other publishers.
誰が買っているか4
- Businesses and government organizations buy Microsoft 365, Dynamics 365, security products, and other software through subscriptions, licenses, or usage-based charges.
- Organizations and developers rent Azure computing, storage, databases, and artificial-intelligence services and pay according to their agreements and use.
- Computer makers license Windows for personal computers they sell; individual consumers and businesses also buy Microsoft software, devices, and Xbox products.
- Advertisers pay to reach people through Bing search and other Microsoft advertising services; employers and job seekers also use LinkedIn's paid tools.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Azure and Microsoft's artificial-intelligence services depend on data-center capacity and components such as central processing units and graphics processing units; management said customer demand exceeded available capacity in the fiscal fourth quarter of 2026.
- 2Windows distribution depends in part on computer makers that preinstall Windows on their devices; many of those manufacturers are also Microsoft customers and partners.
- 3Microsoft's search advertising business uses partnerships with other companies to provide and monetize some search services; management said third-party partnerships affected search advertising growth in the fiscal fourth quarter of 2026.
うまくいかなくなる可能性
- 1Microsoft said demand for Azure continued to exceed available capacity in the fiscal fourth quarter of 2026. Delays in bringing data-center and computing capacity online can limit the cloud services it can provide, while investing in that capacity adds costs.
- 2Xbox revenue declined 10% in the fiscal fourth quarter of 2026, and Xbox content and services revenue also declined 10%. Management cited impairment charges and said it was making changes to the content portfolio, platform, and operations.
- 3The Windows and devices business faces lower personal-computer demand and higher component costs. Microsoft said these factors, along with a difficult comparison against the prior year, affected Windows original equipment manufacturer and device revenue.
Microsoft Corp.について
Microsoft sells software such as Microsoft 365, Windows, and Dynamics 365, and runs Azure, a service that lets customers rent computing power, storage, and other tools over the internet. It also earns money from LinkedIn, search advertising, Xbox games and subscriptions, and devices. Its products serve individuals, businesses, governments, developers, and computer makers.
- 本社
- Redmond, Washington
- 設立
- 1975
- 従業員数
- 223,000 (June 30, 2026, high)
- 上場市場
- Nasdaq
- 決算期
- June 30
Microsoft Corp. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。