MSFT Reports earnings results (Ex. 99.1)
Summary
Microsoft Corporation announced its financial results for the quarter ended September 30, 2025, via an October 29, 2025 press release (Ex. 99.1). The company reported revenue of $77.7 billion, an 18% increase, and GAAP diluted EPS of $3.72, up 13%. Additionally, Microsoft furnished a blog post on October 28, 2025, detailing "The next chapter of the Microsoft-OpenAI partnership" (Ex. 99.2), which includes a new definitive agreement and support for OpenAI's move to a public benefit corporation. * Operating income increased 24% to $38.0 billion. * Microsoft's investment in OpenAI Group PBC is valued at approximately $135 billion, representing roughly 27% on an as-converted diluted basis. * An investor presentation titled "First Quarter Fiscal Year 2026 Results" was also furnished (Ex. 99.3).
Why It Matters
These results highlight Microsoft's strong financial performance, driven by "Microsoft Cloud and AI Strength," with significant growth in revenue and earnings. The updated OpenAI partnership, involving a $135 billion investment, reinforces Microsoft's strategic commitment to AI, a key driver for future growth and innovation.
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Filing Details
Reported Items
Additional Information
- CIK Number
- 0000789019
- Filing Date
- Wednesday, October 29, 2025
- Filing Time
- 12:00 AM UTC
- Form Type
- 8-K
- Materiality Level
- high
- Sentiment
- positive