Transcripts

Microsoft (MSFT) earnings call transcripts

Earnings call transcripts for Microsoft, with a summary, the guidance given, and what analysts pressed on.

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  • Q1 2027 earnings call

    Management framed the quarter as evidence that enterprise AI adoption is broadening, while emphasizing efficiency and monetization across an integrated stack.

    Oct 28, 2026Confident0.78
  • Q4 2026 earnings call

    Management framed the quarter around converting AI demand into customer outcomes while keeping infrastructure efficient and model choice flexible.

    Jul 29, 2026Confident0.78