Every 8-K that Microsoft Corp (MSFT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MSFT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MSFT filings page.
MICROSOFT CORP (MSFT) is overhauling its financial reporting, moving from three segments to two beginning in fiscal 2027: Agents and Infra and Devices and Consumer. The new structure aligns disclosure with how management now operates the business, particularly around AI-driven apps, cloud infrastructure, and consumer services.
Agents and Infra will encompass Azure, Microsoft 365 cloud, productivity and server licensing, Industry solutions, and Frontier and support services. Devices and Consumer will group Search and advertising, XBOX, and Windows OEM and devices. Product and metric definitions are updated accordingly, and historical results for fiscal 2025 and 2026 are restated on the new basis.
Under the restated view, fiscal 2026 revenue was $331.8 billion with operating income of $155.2 billion, up from $281.7 billion and $128.5 billion in 2025. For FY27 Q1, Microsoft reiterates its prior total-company outlook and now expects Agents and Infra revenue of $75.15–$75.75 billion and Devices and Consumer revenue of $14.7–$15.2 billion, including Azure constant-currency revenue growth of 44%–45% and capital expenditures expected to be over $50 billion.
Microsoft Corporation reported strong results for the quarter and fiscal year ended June 30, 2026. For the fourth quarter, revenue was $90.0 billion, up 18% year-over-year, with operating income of $40.6 billion, also up 18%. GAAP net income reached $35.8 billion, an increase of 31%, and GAAP diluted earnings per share were $4.81, up 32%. On a non-GAAP basis, which excludes the impact from investments in OpenAI, net income was $35.3 billion and diluted earnings per share were $4.74, both growing in the low 20% range. Discrete items versus prior guidance added $0.27 to diluted EPS, including a $3.2 billion gain from Microsoft’s investment in Anthropic and lower-than-expected Voluntary Retirement Program expenses, partially offset by severance and impairment charges in XBOX; when adjusting for these items, the company states it exceeded expectations across revenue, operating income, and diluted EPS.
For fiscal 2026, revenue was $331.8 billion, up 18%, and operating income was $155.2 billion, up 21%. GAAP net income was $133.7 billion, an increase of 31%, and GAAP diluted earnings per share were $17.95, up 32%, while non-GAAP net income and diluted EPS each increased 22%. Cloud performance was a key driver, with Microsoft Cloud revenue of $59.3 billion in the quarter, up 27%, and commercial remaining performance obligation rising 84% to $678 billion. Segment revenue in the quarter was $37.8 billion for Productivity and Business Processes (up 14%) and $39.3 billion for Intelligent Cloud (up 32%), while More Personal Computing declined 4% to $12.9 billion, including a 7% decrease in Windows OEM and Devices revenue and a 10% decrease in XBOX content and services revenue. Microsoft returned $10.2 billion to shareholders in the fourth quarter through dividends and share repurchases and generated $182,935 million in net cash from operations for fiscal 2026.
Microsoft Corporation disclosed that director Reid Hoffman, who has served on the Board of Directors since 2017, has decided not to stand for re-election at the Company’s 2026 annual shareholder meeting. He will continue to serve as a director until that meeting.
The Company states that Mr. Hoffman’s decision is not due to any disagreement with management regarding operations, policies, or practices, and expresses appreciation for his contributions during his tenure.
Microsoft Corporation announced that its board of directors has appointed Carmine Di SibioAudit Committee and the Compensation Committee, contributing experience in financial services, risk oversight and global client leadership.
With his appointment, Microsoft’s board has been expanded to 13 members. Di Sibio will receive the same compensation as other non-employee directors, will sign Microsoft’s standard director indemnification agreement, and there are no related-party arrangements or material interests disclosed in connection with his selection.
Microsoft Corporation reported strong results for the quarter ended March 31, 2026, driven by cloud and AI. Revenue reached $82.9 billion, up 18% year over year, while operating income rose 20% to $38.4 billion. Net income was $31.8 billion, an increase of 23% on a GAAP basis, and diluted earnings per share were $4.27, also up 23%.
Microsoft Cloud revenue was $54.5 billion, up 29%, and commercial remaining performance obligation grew 99% to $627 billion, highlighting strong contracted demand. Management noted the AI business surpassed an annual revenue run rate of $37 billion, up 123% year over year. Productivity and Business Processes revenue grew 17% to $35.0 billion, and Intelligent Cloud revenue increased 30% to $34.7 billion. More Personal Computing revenue declined 1% to $13.2 billion, reflecting softer Windows OEM, devices, and Xbox trends.
Microsoft generated $46.7 billion in operating cash flow in the quarter and returned $10.2 billion to shareholders through dividends and share repurchases, while investing heavily in infrastructure with $30.9 billion of capital expenditures.
Microsoft Corporation furnished an update on its latest performance by issuing a press release covering financial results for the fiscal quarter ended December 31, 2025. The company submitted this information in connection with a current report, identifying the press release as Exhibit 99.1.
The disclosure clarifies that the press release and related information are being furnished rather than filed under the Securities Exchange Act of 1934, which affects how they are treated for liability purposes and future incorporation by reference into other securities documents.
Microsoft Corporation reported results from its 2025 Annual Shareholders Meeting. Of 7,433,087,554 shares entitled to vote, 6,321,402,487 were represented in person or by proxy.
Shareholders re-elected all director nominees and elected John David Rainey, with support levels generally above 90%, including 99.72% of votes cast for Rainey. They approved named executive officer compensation with 91.94% of votes for and ratified the independent auditor for fiscal year 2026 with 93.53% support. Investors also approved the Microsoft Corporation 2026 Stock Plan, with 97.07% of votes in favor.
Several shareholder proposals focused on European security program censorship risk, generative AI censorship risk, AI data usage oversight, data operations in human-rights hotspots, human-rights due diligence, and AI tools for oil and gas were not approved, receiving support ranging from 0.69% to 27.48% of votes cast.
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.
Microsoft Corp. disclosed that director Mr. Rodriguez will not stand for re-election at the company’s 2025 annual shareholder meeting and will continue to serve as a director until that Annual Meeting. The filing states his decision is for personal reasons and explicitly not due to any disagreement with management about the company’s operations, policies, or practices. The company acknowledges his service as a director, as Chair of the Compensation Committee, and as a member of the Audit Committee. The document is dated September 30, 2025.