Microsoft ( MSFT -1.55%) posted results for the fiscal first quarter of 2027 (the three months ending Sept. 30, 2026) on Wednesday, Oct. 28. Revenue climbed 19% year over year to $92.3 billion, and earnings per share grew 18% on a non-GAAP (adjusted) basis.

Microsoft holds more cash than most countries, yet it just lined up to borrow from bond markets for the first time in nearly a decade. The reason reveals something uncomfortable about what AI is actually costing the world's most creditworthy company.

Microsoft Corp (NASDAQ:MSFT) shares gave back early gains on Thursday despite a stronger-than-expected quarterly performance, as investors weighed accelerating artificial intelligence (AI) demand against the prospect of sharply higher infrastructure spending in the second half of its

With the new fiscal year, Microsoft recently announced that it will be changing how it reports its financial metrics, choosing to divide the results into two segments: the AI-heavy Agents and Infra segment,

The company’s free cash flow stayed positive in the last quarter even as it spent $45.2 billion on data centers and offered to pay workers to leave.

Microsoft CEO Satya Nadella says a few large AI customers cannot alone ensure durable growth. Here's why customer concentration matters to MSFT stock investors

Microsoft Azure earnings for Q1 2027: Azure grew 48% to $33.2 billion, the first public dollar disclosure, while free cash flow of $18.6 billion beat analyst estimates by $10 billion. GPU delivery timing and efficiency gains explain the FCF beat;

After more than a decade of disclosing Azure's performance only through growth percentages, Microsoft will finally report a standalone quarterly dollar revenue figure for its cloud platform today. "There’s no question AI represents a profound shift in both technology and business,