MSFT earnings — 2026-07-29

Q4 FY2026, reported after the close 2026-07-29 — a beat across every line: revenue $90.01B, +18% YoY (vs ~$87.6B expected); adjusted EPS $4.74 (vs $4.24 est; GAAP $4.81, +32%); GAAP net income $35.8B, +31%. Azure +43%, crossing $100B in full-year revenue; Microsoft Cloud $59.3B (+27%); commercial RPO +84% to $678B; Microsoft 365 Copilot passed 30M paid seats. Shares rose ~4% after hours.

Sources: CNBC, Microsoft IR FY26 Q4.