RESOLVING THE LEDGER
RESOLVING THE LEDGER
Only one outlet has reported this event so far — you're reading it below, credited to its source. AIPROPX is tracking the web for more coverage; as additional outlets confirm it, this becomes a full multi-source story automatically.
By AIPROPX Editorial Desk · Published · Updated
One outlet is reporting this so far. AIPROPX is tracking it and will gather every additional source as it develops — the full multi-source comparison appears automatically once a second outlet confirms it.
Microsoft is set to report fiscal fourth-quarter results after Wednesday's closing bell.
Here's what analysts are looking for, according to LSEG consensus:
At that level, analysts are looking for 14.6% growth year over year in the quarter, which ended on June 30. They see growth speeding up a bit to 15.4% in the September quarter.
As of Tuesday's close, the software maker's shares have given up about 19% so far in 2026, while the S&P 500 index has gained 8.5%. Investors have squeezed longstanding software stocks this year, acting on fears of disruption from generative artificial intelligence models.
Meanwhile, Microsoft is confronting "some concentration risk" with its OpenAI relationship, especially with the ascent of open-source models, Deutsche Bank analysts, who recommend buying Microsoft stock, said in a note last week. Microsoft said in January that around 45% of its $625 billion in commercial remaining performance obligations were tied to OpenAI.
When it comes to allocating computing capacity, CEO Satya Nadella has been trying to balance the needs of the Azure cloud, research and applications such as the Microsoft 365 Copilot assistant. If researchers get ahold of more AI chips for model training, that means fewer will be available for cloud clients.
Analysts polled by CNBC and StreetAccount are looking for 40% and 40.2% Azure growth at constant currency.
Investors will be looking to see if Microsoft raises its forecast on capital expenditures and finance leases for data center expansion, after Alphabet lifted its 2026 range by $15 billion last week. Analysts polled by Visible Alpha were targeting $191.2 billion from Microsoft, above the $190 billion guidance from April .
During the quarter, Microsoft introduced a cost-efficient AI coding model , picked LinkedIn executive Dan Shapero to take over the business social network and lowered Xbox Game Pass subscription prices.
Executives are scheduled to discuss the results with analysts and issue guidance on a conference call starting at 5:30 p.m. ET.
Microsoft stock chart. WATCH: Markets have decided Microsoft Azure is 'not a very exciting business', says Gabelli's John Belton
Got a confidential news tip? We want to hear from you.
Get this delivered to your inbox, and more info about our products and services.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
Indexed and credited by AIPROPX. Originating outlet: CNBC. Open at source →
An original, deterministic readout — composed only from the computed coverage facts on this page. No interpretation, no rating; figures only.
AIPROPX has consolidated 1 report from 1 outlet into a single canonical entry on “Microsoft earnings are out.” Every covered outlet is based in US.
The only timestamped report came from CNBC (Jul 29, 2026, 20:13 UTC).
1 statement is carried by only one outlet within this set and is not echoed by the others.
Every figure above is a direct count of real published articles. AIPROPX indexes and compares the original reporting — it never rewrites, rates, or editorializes — and each publisher’s full article is always one click away.
Generated by AIPROPX from the source counts above. AIPROPX indexes and resolves coverage; the original publishers are credited and linked at origin in every report.
Coverage from 1 independent outlet across 1 region — each view opens on its own page.
AIPROPX — “Microsoft earnings are out” · https://www.aipropx.com/story/4f6ad37d358f16d9b1c89b9ef64ada66
Other events being covered across multiple sources right now.
Chiefs say Eric Bieniemy’s wife Mia is out of ICU and ‘making progress’ after shooting
3 outletsEBay to Shell Out Almost $50M to Couple Sent Cockroaches, Bloody Pig Mask
3 outletsTrump said he would ask the Supreme Court to reconsider his birthright order. The clock’s run out.
1 outletsMicrosoft CFO's internal memo tells employees that its biggest AI bets are paying off
1 outletsMLB trade deadline tiers: Sorting out all 30 teams, from aggressive buyers to full-on sellers
11 outletsBurg Night Out Brings National Night Out Spirit to Miamisburg