This is a purely administrative recast of segment reporting. No new financial information or guidance is provided. Monitor the next quarterly filing for any operational impact from the new segment structure.
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Executive Summary
Microsoft filed an 8-K to recast its fiscal year 2026 financial statements to reflect new segment reporting structure, creating Agents and Infra and Devices and Consumer segments. The filing includes audited financials showing FY2026 revenue of $331.8 billion (up 18% YoY), net income of $133.7 billion (up 31% YoY), and diluted EPS of $17.95 (up 32% YoY). This is a routine accounting recast with no change to previously reported results.
Key Facts
- Segment reporting restructured into Agents and Infra and Devices and Consumer segments effective FY2027
- FY2026 revenue: $331.8 billion, up 18% YoY
- FY2026 net income: $133.7 billion, up 31% YoY
- FY2026 diluted EPS: $17.95, up 32% YoY
- Microsoft Cloud revenue: $214.4 billion, up 27% YoY
- Azure revenue growth: 40% YoY
- Commercial remaining performance obligation: $678 billion, up 84%
- No restatement of previously issued financial statements
- Recast does not reflect events after the original 10-K filing on July 29, 2026
Financial Impact
No change to previously reported financial results; recast only affects segment presentation
Risk Factors
- No material risks identified from this filing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-436149 |
| Document: msft-20261028.htm | 0001193125-26-436149 |
| Document: msft-ex23_1.htm | 0001193125-26-436149 |
| Document: 0001193125-26-436149-index-headers.html | 0001193125-26-436149 |
| Document: 0001193125-26-436149-index.html | 0001193125-26-436149 |
| Document: 0001193125-26-436149.txt | 0001193125-26-436149 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 2d ago | 8-K | $530.14 | awaiting T+20 | awaiting T+20 | $521.91 (−1.55%) |
Oct 28, 2026 2d ago | 8-K | $530.14 | awaiting T+20 | awaiting T+20 | $521.91 (−1.55%) |
Oct 28, 2026 2d ago | Institutional Cluster | $531.01 | awaiting T+20 | awaiting T+20 | $521.91 (−1.71%) |
Oct 21, 2026 9d ago | DEFA14A | $521.08 | awaiting T+20 | awaiting T+20 | $521.91 (+0.16%) |
Oct 21, 2026 9d ago | DEF 14A | $521.08 | awaiting T+20 | awaiting T+20 | $521.91 (+0.16%) |
Oct 14, 2026 17d ago | Court Ruling | $539.44 | awaiting T+20 | awaiting T+20 | $521.91 (−3.25%) |
Sep 30, 2026 4w ago | Court Ruling | $512.74 $530.14 | ▲ +3.39% | ▲ +2.69% | $521.91 (+1.79%) |
Sep 29, 2026 4w ago | Court Ruling | $512.90 $531.33 | ▲ +3.59% | ▲ +2.32% | $521.91 (+1.76%) |
Sep 28, 2026 4w ago | Court Ruling | $508.96 $531.33 | ▲ +4.40% | ▲ +3.68% | $521.91 (+2.54%) |
Sep 25, 2026 5w ago | Court Ruling | $509.22 $532.60 | ▲ +4.59% | ▲ +4.62% | $521.91 (+2.49%) |
US Market Status
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