Microsoft reported fourth-quarter fiscal 2026 revenue of $90 billion. Revenue exceeded the analyst forecast of $87.7 billion. Adjusted earnings per share reached $4.74. Earnings surpassed the $4.24 per share expectation. Azure revenue growth accelerated to 43%. The Azure division exceeded $100 billion in annual revenue for the first time.
Microsoft’s stock price surged by approximately 15% to 16%. The rally added a record $450 billion to the company’s market capitalization. This gain represents the largest one-day market value increase in U.S. history.
Microsoft’s Copilot service surpassed 30 million paid seats. The results validated high capital expenditure on AI infrastructure. Strong customer demand drove successful monetization of AI products.