Microsoft furnishes Q1 FY2026 results and OpenAI partnership blog

Microsoft Corporation filed an 8-K to furnish materials related to its latest quarterly update.

Rhea-AI Filing Summary

Microsoft Corporation filed an 8-K to furnish materials related to its latest quarterly update. The company furnished a press release announcing financial results for the fiscal quarter ended September 30, 2025, attached as Exhibit 99.1.

Microsoft also furnished a company blog, titled “The next chapter of the Microsoft-OpenAI partnership,” dated October 28, 2025 (Exhibit 99.2), and an investor presentation titled “First Quarter Fiscal Year 2026 Results,” dated October 29, 2025 (Exhibit 99.3). The company states these materials are furnished, not filed, under General Instruction B.2 and therefore are not subject to Section 18 liability nor incorporated by reference unless expressly stated.

8-K Event Classification

3 items: 2.02, 7.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did MSFT disclose in this 8-K?

Microsoft furnished a press release with quarterly results (Ex. 99.1), a blog on the Microsoft‑OpenAI partnership (Ex. 99.2), and an investor presentation (Ex. 99.3).

Which period do the results cover for MSFT?

The press release covers the fiscal quarter ended September 30, 2025.

What are the titles and dates of the exhibits?

Ex. 99.1: Press release (Oct 29, 2025); Ex. 99.2: Blog “The next chapter of the Microsoft‑OpenAI partnership” (Oct 28, 2025); Ex. 99.3: Investor presentation “First Quarter Fiscal Year 2026 Results” (Oct 29, 2025).

Are these materials filed or furnished for SEC purposes?

They are furnished, not filed, under General Instruction B.2, and are not subject to Section 18 or incorporated by reference unless expressly stated.

Which MSFT securities are listed in the filing’s registry table?

Common stock (MSFT) on Nasdaq; 3.125% Notes due 2028 (MSFT) on Nasdaq; 2.625% Notes due 2033 (MSFT) on Nasdaq.

Who signed the 8-K for MSFT?

Alice L. Jolla, Corporate Vice President and Chief Accounting Officer, on October 29, 2025.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 10/29/2025 - 04:07 PM EDT Learn about SEC filing dates

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(D)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported) October 28, 2025

Microsoft Corporation

Washington		001-37845		91-1144442
(State or Other Jurisdiction of Incorporation)		(Commission File Number)		(IRS Employer Identification No.)

One Microsoft Way, Redmond, Washington 98052-6399

(425) 882-8080

www.microsoft.com/investor

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

 Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each class		Trading Symbol		Name of exchange on which registered
Common stock, $0.00000625 par value per share		MSFT		Nasdaq
3.125% Notes due 2028		MSFT		Nasdaq
2.625% Notes due 2033		MSFT		Nasdaq

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 2.02. Results of Operations and Financial Condition

On October 29, 2025, Microsoft Corporation issued a press release announcing its financial results for the fiscal quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report.

Item 7.01. Regulation FD Disclosure

On October 28, 2025, Microsoft Corporation posted a blog titled "The next chapter of the Microsoft-OpenAI partnership." A copy of the blog is furnished as Exhibit 99.2 to this report.

Microsoft Corporation is also furnishing an investor presentation titled "First Quarter Fiscal Year 2026 Results." A copy of the presentation is furnished as Exhibit 99.3 to this report.

In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibits 99.1, 99.2, and 99.3, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that section, and shall not be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits:

	99.1	Press release, dated October 29, 2025, issued by Microsoft Corporation
	99.2	Microsoft blog, dated October 28, 2025, titled "The next chapter of the Microsoft-OpenAI partnership"
	99.3	Investor presentation, dated October 29, 2025, titled "First Quarter Fiscal Year 2026 Results"
	104	Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

		MICROSOFT CORPORATION
Date: October 29, 2025		/s/ ALICE L. JOLLA
		Alice L. Jolla
		Corporate Vice President and Chief Accounting Officer