Microsoft Corp. filings document the company's operating results, governance matters, capital structure, and shareholder voting record. Recent Form 8-K reports furnish quarterly and annual financial-result press releases, investor presentations, and Regulation FD materials, including disclosures related to the Microsoft-OpenAI partnership.
Microsoft's proxy and current reports cover annual meeting proposals, director elections, executive compensation votes, auditor ratification, stock-plan approvals, board matters, and bylaw amendments for shareholder director nominations. The filings also identify registered securities, including MSFT common stock and listed notes due 2028 and 2033, and provide formal records for material events, exhibits, and governance changes.
Microsoft Corporation reported strong quarterly results for the three months ended September 30, 2025. Revenue rose to $77,673 million from $65,585 million, lifting operating income to $37,961 million and net income to $27,747 million. Diluted EPS was $3.72.
Growth was broad-based: Productivity and Business Processes revenue reached $33,020 million, Intelligent Cloud $30,897 million, and More Personal Computing $13,756 million. Microsoft Cloud revenue was $49.1 billion. Operating cash flow was $45,057 million; the company invested $19,394 million in property and equipment, repurchased $3,955 million of stock, and declared a quarterly dividend of $0.91 per share. Shares outstanding were 7,432,377,655 as of October 23, 2025.
Other income (expense), net was a $(3,660) million expense, including $4.1 billion of net losses from the equity method investment in OpenAI. Unrecognized tax benefits and other income tax liabilities were $28.0 billion. Subsequent to quarter‑end, Microsoft and OpenAI entered a new agreement: OpenAI formed a PBC, Microsoft holds approximately 27% on an as‑converted diluted basis, and OpenAI contracted to purchase an incremental $250 billion of Azure services; Microsoft no longer has a right of first refusal to be OpenAI’s compute provider.
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.
Azzad Asset Management filed an exempt solicitation urging Microsoft shareholders to vote FOR a proposal requesting a report assessing the effectiveness of Microsoft’s human rights due diligence for customer use of its AI and cloud products. The filing cites governance and risk management considerations and alignment with the UN Guiding Principles as reasons for increased transparency.
Azzad states it is acting independently, without compensation or agreements, and views the requested report as a prudent step to inform long-term value considerations.
Microsoft Corporation will hold its 2025 Annual Shareholders Meeting on December 5, 2025 at 8:30 a.m. Pacific Time as a virtual meeting at virtualshareholdermeeting.com/MSFT25. Shareholders of record as of September 30, 2025 may vote.
The agenda asks shareholders to elect 12 director nominees, approve the say‑on‑pay advisory vote, ratify Deloitte & Touche LLP as independent auditor for fiscal year 2026, approve the Microsoft Corporation 2026 Stock Plan, and consider six shareholder proposals. The Board recommends FOR all management proposals and AGAINST all shareholder proposals.
The Board states 11 of 12 nominees are independent and has nominated John David Rainey (Walmart EVP & CFO); Carlos Rodriguez will not seek re‑election. The proxy highlights fiscal year 2025 results: revenue $281.7 billion (+15%), operating income $128.5 billion (+17%), net income $101.8 billion (+16%), and EPS $13.64 (+16%). Executive pay remains performance‑weighted, with over 95% of the CEO’s annual target compensation performance‑based and equity delivered via performance stock awards. Shareholder engagement covered approximately 50% of outstanding shares.
Microsoft Corporation shareholders are being urged by the National Center for Public Policy Research (NCPPR) to vote FOR Proposal 5, titled “European Security Program Censorship Risk Audit.” This exempt solicitation argues that Microsoft should provide greater transparency about whether its European Security Program and related partnerships with governments and NGOs could expose the company to pressures that affect political expression and viewpoint neutrality.
NCPPR’s materials contend that existing disclosures and an opposition statement from Microsoft do not sufficiently address how the company safeguards free expression when cooperating with European authorities and external initiatives. They question Microsoft’s reliance on the Global Network Initiative as evidence of strong protections, noting broader debates around how human-rights frameworks are interpreted in content and speech contexts. The filers emphasize reputational and financial risk if the company were perceived as involved in ideologically driven censorship and ask shareholders to support a risk-focused audit, while stating that their communication is not investment advice or a request to return proxy cards.
Microsoft Corporation shareholders are being urged by the National Center for Public Policy Research (NCPPR) to vote FOR Proposal 5, titled “European Security Program Censorship Risk Audit.” This exempt solicitation argues that Microsoft should provide greater transparency about whether its European Security Program and related partnerships with governments and NGOs could expose the company to pressures that affect political expression and viewpoint neutrality.
NCPPR’s materials contend that existing disclosures and an opposition statement from Microsoft do not sufficiently address how the company safeguards free expression when cooperating with European authorities and external initiatives. They question Microsoft’s reliance on the Global Network Initiative as evidence of strong protections, noting broader debates around how human-rights frameworks are interpreted in content and speech contexts. The filers emphasize reputational and financial risk if the company were perceived as involved in ideologically driven censorship and ask shareholders to support a risk-focused audit, while stating that their communication is not investment advice or a request to return proxy cards.
Microsoft (MSFT) executive Amy Coleman, EVP and Chief Human Resources Officer, filed a Form 4 for a common stock transaction. On 10/15/2025, a transaction coded “F” reported the disposition of 31.944 shares at $513.57 per share. Following the transaction, the filing lists 50,249.6933 shares beneficially owned, held directly.
Microsoft (MSFT) reported an insider equity grant. EVP and Chief Human Resources Officer Amy Coleman acquired 4,358 shares of common stock on 09/15/2025 at $0 per share as a stock award. Following the grant, she beneficially owned 50,281.6373 shares directly.
The award will vest over five years, with 5% vesting on November 30, 2025, and 5% vesting each three months thereafter, subject to continued employment.