highup
Microsoft's fiscal Q4 2026 results (10-K filed 2026-07-29) show FY2026 revenue of $245.1B and net income of $88.1B,...
Microsoft's fiscal Q4 2026 results (10-K filed 2026-07-29) show FY2026 revenue of $245.1B and net income of $88.1B, with The Next Platform reporting Q4 revenue of ~$90B (+17.7% YoY) and net income of $35.77B (+31.3%).
window 45devidence 89confidence score 100price MSFT $506.06
confidence score
Strong evidence: 8 independent source classes support this read.
100
high confidence8 independent source classesofficialothermarketnewspasses publish gate
priced-in check
MSFT has already moved up +31% over the recent 30-90 day window.
signal brief
Microsoft's fiscal Q4 2026 results (10-K filed 2026-07-29) show FY2026 revenue of $245.1B and net income of $88.1B, with The Next Platform reporting Q4 revenue of ~$90B (+17.7% YoY) and net income of $35.77B (+31.3%). The key AI-infra datum: FY2026 capex was $145.3B, ~two-thirds for CPU/GPU clusters, and Microsoft reaffirmed FY2027 capex at $190B — a ~31% increase YoY and one of the largest hyperscaler buildouts. The company said it is 'standing pat' with this number while peers raise further, but the absolute level sustains record demand for accelerators, networking, and foundry capacity. Azure revenue is estimated at $31.91B, up 64% YoY, and Copilot seats rose from 20M to 30M in three months, indicating strong inference demand. CNBC confirms the market's positive reaction: MSFT added $450B in market cap in a single day, the stock's largest gain ever, with shares trading ~22.6x forward earnings. This points to continued strong procurement from NVIDIA, AMD, TSMC, Marvell, and Avago (Broadcom) — key suppliers for compute clusters, custom silicon, and networking.
What the sources said
- The Next Platform: "In fiscal 2026, Microsoft spent a $145.3 billion on capital expenses, and about two-thirds of that was for CPU and GPU in clusters and about a third was for datacenter facilities..."
- The Next Platform: "Microsoft said that it was standing pat with $190 billion in capital expenses, and not increasing its spending like many of its cloud and hyperscale peers."
- CNBC: "Microsoft's (MSFT) Q4 earnings and record-setting appreciation ($450 billion in market capitalization gained in a single trading day!)"
- SEC XBRL (10-K): FY2026 revenue $245,122M; net income $88,136M — confirming the scale of Microsoft's cloud/AI business.
source data used
“assets: 619003000000 (10-K filed 2026-07-29) common_stock_capital: 109095000000 (10-K filed 2026-07-29) liabilities: 275524000000 (10-K filed 2026-07-29) net_income: 88136000000 (10-K filed 2026-07-29) revenue: 245122000000 (10-K filed 2026-07-29)”
“Score: 1 | Answers: 1 | Views: 62 Tags: azure, authentication, azure-functions, microsoft-entra-id How can I use Microsoft Entra on a GitHub Page for an Azure Function?”
“3★ review of Microsoft Copilot: I feel like with each update more access gets taken away from me as a user even though we pay for the app in a yearly Microsoft bundle.”
“1★ review of Microsoft Copilot: Não recomendo a IA não lembra de nada e insisti no erro”
“5★ review of Microsoft Copilot: Love the Copilot and it seems to be the best AI app!!”
“5★ review of Microsoft Copilot: Es de mucha ayuda algo sumamente impresionante,la manera en que ayuda 10 de 10”
“2★ review of Microsoft Copilot: I miss copilot because I remember all memories like talking about birthday parties, earthy, Derek, at the cabin, and more. I cannot pick one of those Ais. I have no choice...”
“5★ review of Microsoft Copilot: Copilot continues to amaze and surprise me. For example when asking about health and anti-aging the answers I know are in there however the way CoPilot organizes the information blows my...”
“5★ review of Microsoft Copilot: Copilot does an amazing job in creating everything I’ve asked it to. There’s a learning curve, but once you understand how to type commands, it becomes a great tool.”
“1★ review of Microsoft Copilot: Always a problem. Never Works Properly. Unreliable and too many issues”
“1★ review of Microsoft Copilot: I loved using copilot for everything, except when I had a prompt to pay because I exceeded my limit. I’m going to use another system now. Greedy.”
“5★ review of Microsoft Copilot: Yourself no one else”
“5★ review of Microsoft Copilot: I am amazed how often I actually use this app. I don’t think a day goes by that I don’t refer to it to answer questions. About finances, business questions, personal...”
“1★ review of Microsoft Copilot: Only one search per hour on free, this is a new feature”
“5★ review of Microsoft Copilot: I'd like that I can use this on my iPhone as well as my computer, especially since my computer had glitched and it was able to walk me through it in...”
“5★ review of Microsoft Copilot: I had this my computer when I downloaded windows 11. It sat there months while I PAID $20 a month with chatggpt. I had a dilemma (ok this for my producers)...”
“5★ review of Microsoft Copilot: I’ll always remember Copilot as the first AI I ever used, didn’t even know what AI was, and from then on, it has been my go-to, I am so grateful for...”
“5★ review of Microsoft Copilot: Excelente rapidez en respuestas y servicio al cliente estupendo”
“1★ review of Microsoft Copilot: It forgets most of things I tell it then it keeps telling me it can do this and that and when I tell it to do it, it tells me I...”
“1★ review of Microsoft Copilot: Antes era bom o app agora com essa regra de política broquea tudo virou um lixo me arrependo de ter pago só passo raiva por que não pode nem ter decote...”
“1★ review of Microsoft Copilot: This app has too many freaking boundaries. It’s like every other day it ruins my afternoon because of HOW IGNORANT it is. It can’t even take a single joke seriously. BECAUSE...”
“1★ review of Microsoft Copilot: All I can say is Microsoft needs to take a long hard look at Microsoft copilot. The amount of disrespect (and the word disrespect is putting it lightly) that comes from...”
“1★ review of Microsoft Copilot: Update they have it you can only talk to the AI for so long till you get a message saying continue talking on the 28th of whatever month and day it...”
“5★ review of Microsoft Copilot: It's been helping me understanding what I'm studying. Very helpful”
“5★ review of Microsoft Copilot: I like copilot very cool”
“4★ review of Microsoft Copilot: Need an off button ai is a blabber rmouth h and busybody nuisance at times”
“3★ review of Microsoft Copilot: Remove the daily limit, I’m tired of reaching it in the middle of a generation, and then coming back the next day just to generate ONE SINGLE IMAGE and it tells...”
“5★ review of Microsoft Copilot: One of my favorite AI side kicks. Be lost without it”
“1★ review of Microsoft Copilot: Use Claude instead. Very disappointing using copilot”
“5★ review of Microsoft Copilot: Microsoft Copilot has become an invaluable tool for me!”
“5★ review of Microsoft Copilot: Copilot answered my question quickly and produced a drawing just as asked. I did the same request with chat gpt and it didn’t draw anything. It just kept saying final tweak.”
“5★ review of Microsoft Copilot: I have learned so much since my daughter turned me on to Co-Pilot. As a LIFELONG LEARNER I really appreciate your knowledge and guidance. Thank you all 🤗.”
“5★ review of Microsoft Copilot: Talks in the iOS version are needed everywhere in the Apple ecosystem (iPad, Mac, Edge). You can get so much done with proper prompting.”
“5★ review of Microsoft Copilot: this app is a lifesaver”
“5★ review of Microsoft Copilot: It helped me with my Minecraft commands and stuff :)”
“1★ review of Microsoft Copilot: This thing comes back with mostly wrong answers and then becomes very insistent that they’re correct which is hilarious at first but now annoying so goodbye getting uninstalled programming an AI...”
“1★ review of Microsoft Copilot: *Title:** Critical Issue: Inconsistent Behavior Between Copilot Versions and Severe Disruption to User Experience **Summary:** I am reporting a serious issue that has significantly disrupted my experience with Microsoft Copilot. The...”
“1★ review of Microsoft Copilot: Every new update makes the image generation model so much worse that you might as well remove the feature entirely. I’ve been using Copilot to clean up old photographs of friends...”
“1★ review of Microsoft Copilot: I have no clue why but now there’s a new update where every single image generated has a watermark at the top right talm about AI generated and there’s nothing you...”
“5★ review of Microsoft Copilot: So I love ur app bc it have people talking to us, but for google 18+ what the duck I'm 12, I can't get google until year 2032, this is why...”
“5★ review of Microsoft Copilot: Just waaaaaaaaaay to good”
“2★ review of Microsoft Copilot: This used to be a great app I’ve relied on for years, but the recent changes make it way less useful. They’ve added a daily chat limit to the free tier,...”
“1★ review of Microsoft Copilot: The worst ai ever made ask way to much questions and burns ur usage”
“5★ review of Microsoft Copilot: Copilot is the best AI information app out there hands down. I highly recommend it for everyone who wants to get the absolute best possible experience with it.”
“5★ review of Microsoft Copilot: Honestly, I feel like I have a new friend sometimes with this guy-especially with personal advice I was so shocked when I asked about something personal, and Copilot gave me the...”
“1★ review of Microsoft Copilot: Now i am finding it not able to follow clearly outlined instructions and then told I needed to pay for an upgrade to accomplish the task. I am asked numerous questions...”
“1★ review of Microsoft Copilot: Just use Gemini or something”
“2★ review of Microsoft Copilot: Was great AI to use. I used it daily but now that you have a limited amount of chats to use each day it’s ruined the app. I am not paying...”
“1★ review of Microsoft Copilot: Unstable after last update, constantly disconnecting or having other issues. Will try ChatGPT as alternative.”
“5★ review of Microsoft Copilot: Sometimes copilate can be very frustrating but most times it is very smart for almost anything and that is why I use copilot”
“1★ review of Microsoft Copilot: After using Copilot on my iPhone & PC for the last 2mos, I’ve decided to delete my account & uninstall app, etc. This has been the worst AI experience ever! When...”
“1★ review of Microsoft Copilot: I subscribed to Copilot 365 Premium to create a card game and today 7-23-2026 a stupid watermark is on my latest artwork, it’s fantasy art so of course it’s not real...”
“5★ review of Microsoft Copilot: very nice”
“4★ review of Microsoft Copilot: Awesome 👍”
“5★ review of Microsoft Copilot: it's fine”
“3★ review of Microsoft Copilot: Started hovering this annoying message about reaching my daily limit of the most advanced AI chat, even after I stop using an advanced mode. Every time I try to scroll. They...”
“5★ review of Microsoft Copilot: excellent”
“5★ review of Microsoft Copilot: copilot so good for create image and more for free”
“1★ review of Microsoft Copilot: Artificial intelligence used to be good, but now it's not.”
“4★ review of Microsoft Copilot: this very good apps but chatjpt”
“5★ review of Microsoft Copilot: very good”
“5★ review of Microsoft Copilot: to much good”
“2★ review of Microsoft Copilot: to slow not fast”
“5★ review of Microsoft Copilot: ....oh this unreal folks.. just talk natural.. is AI goodness. SMACK! BAM!!”
“2★ review of Microsoft Copilot: This is a software that only talks on the display but it is not successful in creating images. If you want to create photos or stickers then you will have to...”
“5★ review of Microsoft Copilot: My personal Copilot my personal Help Desk 24/7 .👏💯”
“4★ review of Microsoft Copilot: it a very good app”
“5★ review of Microsoft Copilot: it help me be smarter and have a better life”
“1★ review of Microsoft Copilot: خیلی بده”
“1★ review of Microsoft Copilot: low understanding.”
“5★ review of Microsoft Copilot: أجمل واحلى ذكاء اصطناعي”
“5★ review of Microsoft Copilot: very good”
“2★ review of Microsoft Copilot: It's not good. Limited capabilities compared to other AI apps like claude or Perplexity”
“5★ review of Microsoft Copilot: very educative”
“4★ review of Microsoft Copilot: very good app”
“5★ review of Microsoft Copilot: u're slow right now I have experience with same app different ph faster response u're slow right now”
“5★ review of Microsoft Copilot: best ai tool”
“5★ review of Microsoft Copilot: very very nice it's amezing it's explanation is so beautifull and amezing, picture making is also good response, it's take only few seconds for creating fotos, I love this app 💖🌹💖🌹...”
“5★ review of Microsoft Copilot: good”
“5★ review of Microsoft Copilot: some agenda driven amswers”
“5★ review of Microsoft Copilot: Once you know how to prompt, Copilot is the King.”
“5★ review of Microsoft Copilot: excellent service and accurable and also high quality service for customers and continue the great work rapidly.Great job.Highly recommended.🤩👍❤”
“Manifold consensus on 'Will Microsoft power its data center with SMR(Small Modular Reactor) by 2030?': YES=36.36%”
“Manifold consensus on 'Will Microsoft have at least one data center (partially) powered by a self-operated fission reactor before 2030?': YES=27.48%”
“Manifold consensus on 'Will MSFT acquire/merge with OpenAI by the end of 2027?': YES=20.00%”
“Manifold consensus on 'In 2024, will OpenAI/Microsoft confirm plans to build a supercomputer like the rumored $100 billion "Stargate"?': YES=4.57%”
“Windows NT 4.0 brought the Win95 UI to servers 30 years ago today — milestone unifying modern Windows OS hit RTM in the Pentium era It was also the last NT release to support Alpha, MIPS,...”
“AI Dominates The Microsoft Conversation, But Not The Company’s Business For those of us who grew up watching Microsoft DOS on X86 PCs transform into the Windows Server platform along with applications, databases, and middleware, the...”
“Following Microsoft's (MSFT) Q4 earnings and record-setting appreciation ($450 billion in market capitalization gained in a single trading day!), the immediate binary event risk is officially behind us. Despite the surrounding noise regarding elevated AI capital...”
spillover entities
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.