Microsoft Corporation (MSFT) — the earnings record

As of the 2026-07-23 card — updated after each print. An investment research diary, not advice.

The record at a glance

10/10EPS beats

10/10revenue beats

2 · 3 · 5up · flat · down (+3d, ±3%)

2026-07-29next print

Reactions across the covered prints span -12.1% to +10.4% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$87.6B into the next print.

Print by print

Print	Date	EPS	Revenue
Apr 26	2026-04-29	✓ beat	✓ beat
Jan 26	2026-01-28	✓ beat	✓ beat
Oct 25	2025-10-29	✓ beat	✓ beat
Jul 25	2025-07-30	✓ beat	✓ beat
Apr 25	2025-04-30	✓ beat	✓ beat
Jan 25	2025-01-29	✓ beat	✓ beat
Oct 24	2024-10-30	✓ beat	✓ beat
Jul 24	2024-07-30	✓ beat	✓ beat
Apr 24	2024-04-25	✓ beat	✓ beat
Jan 24	2024-01-30	✓ beat	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full MSFT print-record card — free registration.

FAQ · from the current data · as of 2026-07-23

Quick answers

How often does Microsoft Corporation beat earnings estimates?

Across the last 10 covered prints (as of the 2026-07-23 card), Microsoft Corporation beat EPS estimates 10 of 10 times and revenue estimates 10 of 10 times, with 10 double beats.

How does MSFT stock react to earnings?

Measured close-of-print-day to the close three sessions later: 2 of the last 10 prints resolved up (beyond +3%), 3 flat, 5 down — reactions spanning -12.1% to +10.4%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was MSFT's biggest earnings reaction?

-12.1% over the three sessions after the Jan 26 print (2026-01-28).

When does Microsoft Corporation report earnings next?

2026-07-29 (est EPS $4.21 · est revenue ~$87.6B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelook

Where MSFT appears in the diary — 29 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

The Agentic Winners 25Dossier · $49 · 31 Mar 2026Bellwethers — large, liquid names like Microsoft, Salesforce, and Intuit whose price action telegraphs sector sentiment before mid-caps move.
NVIDIA 2030Dossier · $49 · 24 Mar 2026The historical analogy chain — Microsoft (Windows monopoly) → Apple (consumer computing platform) → AWS (global cloud utility) → NVIDIA (global intelligence utility) — frames the scale of what is happening.
Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Palantir (PLTR) · ServiceNow (NOW) · SAP (partial — ERP data locked in) Productivity & Collaboration Adapt or die — copilots vs replacement Microsoft owns the distribution channel: 365 + Copilot captures the vast majority of enterprise…
AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026Microsoft’s chief executive welcomed deliberate pacing.
Google and RSI — The Loop Nobody Has ClosedReport · 13 Sept 2026
Magnificent Seven — The Seven at the ShelfWeekly Signal · 30 Aug 2026The Magnificent Seven fund was +2.66% on the week against the flat index, Microsoft led the board at +6.3%, and six of the seven were green.
Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026Three rhythmic series run alongside the dated events: Hyperscaler earnings (MSFT / GOOGL / META / AMZN, quarterly) — capex disclosures set NVIDIA's tape.
The SaaS Litmus Test: Is The March Bottom Real?Weekly Signal · 19 Apr 2026

101 and glossary

Agentic AI Adoption Curve: Where We Are and What Comes Next101The 'Cannibalize or Die' companies that pivoted early (Microsoft Copilot, Salesforce Agentforce) start showing agent-platform revenue.
The CapEx Cliff Question: When Does AI Infrastructure Spending Peak?101Hyperscalers (Microsoft, Google, Amazon, Meta) are spending over $200 billion annually on AI infrastructure.

Dailies

Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026Software recovers less than it fell: software ETF +0.9% to $105.93 after three days of selling; Microsoft +1.3% to $496.79, CrowdStrike +1.7% to $245.55, Adobe flat at $250.19 under its $256.29 paid line
Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026The other three on the hike: Agentic Winners 40 −1.3% to 921.21 — Applications −1.5%, UiPath −4.2%, CoStar −3.8%, Duolingo −3.7%, Intuit −3.4%, Adobe −2.8%, ServiceNow −1.5%, Microsoft −1.4%, Oracle +2.0%; HALO −0.3% to 1,005.06, Energy…
Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Software is the laggard: the software ETF flat at $105.41, Microsoft −0.5%, ServiceNow −0.8%; the security names hold, Palo Alto +1.2%.
AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in TokyoMorning 10 · 15 Sept 2026Microsoft, Alphabet and Meta — the three that buy the most compute — closed up 2% to 3%.
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026The security group keeps its bid — CrowdStrike +2.9%, SentinelOne +2.3%, Zscaler +1.8% — and the buyers of compute give some back: Alphabet −1.6%, Amazon −1.5%, Apple −1.0%, Microsoft −0.8%.
Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%Midday 10 · 10 Sept 2026On Wednesday five names with headlines rallied inside a falling fund; today the fund is up 0.5% while the names without news are the ones rising — ServiceNow +2.1% at $134 after a week of selling, Salesforce +0.6%, Datadog +0.5%, Shopify…
Chips up again, software down again — Friday's split is turning into a trendMidday 10 · 8 Sept 2026Shopify is down about 7.2%, Intuit 5.7%, Workday 5.6%, Booking 5.8%, ServiceNow 4.3%, Salesforce 3.5%, Adobe 3.3%, MongoDB 2.7%, Datadog 2.3%, Palantir 1.7% and Microsoft 1.4%.
Chips jump 3% while software falls 2% — the hot jobs report has split the tech trade in twoMidday 10 · 4 Sept 2026Nvidia and Caterpillar are the strongest shares in the Dow, Apple and Microsoft the weakest.