正在加载公司
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
US$92.28B
+19% y/y
+2.5% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$4.92
+32% y/y
+2.3% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$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
- 精选
Business software
由 InspectStocks 整理 · 20 companies
Subscription software that companies use to run finance, sales, HR, IT and design.
- 股价，1 年
- -9.3%
- 营收，1 年
- +16.4%
+14A 10B 5C 4D 1
- 精选
Cloud platforms
由 InspectStocks 整理 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 股价，1 年
- -11.2%
- 营收，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.US$443.9BA+
PANWPalo Alto Networks, Inc.US$273.5BA
CRWDCrowdStrike Holdings, Inc.US$234.6BA
NETCloudflare, Inc.US$112.9BA-
FTNTFortinet, Inc.US$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
怎么赚钱
- Productivity and Business Processes: Microsoft 365, Dynamics, and LinkedIn43%
- Intelligent Cloud: Azure and server products38%
- More Personal Computing: Windows, Xbox, devices, and search advertising19%
各项收入占比是对fiscal year ended June 30, 2025的估算，并非来自已提交报告的数字。
竞争对手
卖什么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.
再显示 3 项
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.
谁在买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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于Microsoft Corp.
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.
- 总部
- Redmond, Washington
- 成立于
- 1975
- 员工人数
- 223,000 (June 30, 2026, high)
- 上市于
- Nasdaq
- 财年结束
- June 30
基于 Microsoft Corp. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。