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Microsoft Q4 Beats Forecasts, Revenue Tops $100B, Shares Jump 8%

7/30/2026

41 3 Full Breakdown

Summary

Story summary

Microsoft reported Q4 2026 revenue of $90 billion and earnings of $4.81 per share, beating forecasts.
Profit rose 31% to $35.8 billion, helped by a $3.2 billion Anthropic AI gain.
Azure revenue reached $59.3 billion, up 27% year over year, and topped $100 billion for the first time.
Microsoft 365 Copilot surpassed 30 million paid seats, double the count six months earlier.
Shares climbed up to 8% in extended trading, ending at $402.07 after hours.

History

Historical Context

In 1997 IBM’s Deep Blue, a supercomputer that evaluated 200 million chess positions per second, defeated world champion Garry Kasparov, marking the first match win by a machine over a reigning champion. That milestone proved AI could generate major commercial value, a pattern echoed today as firms such as Microsoft invest heavily in generative-AI partnerships.

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Story summary

Microsoft reported Q4 2026 revenue of $90 billion and earnings of $4.81 per share, beating forecasts.
Profit rose 31% to $35.8 billion, helped by a $3.2 billion Anthropic AI gain.
Azure revenue reached $59.3 billion, up 27% year over year, and topped $100 billion for the first time.
Microsoft 365 Copilot surpassed 30 million paid seats, double the count six months earlier.
Shares climbed up to 8% in extended trading, ending at $402.07 after hours.

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