Microsoft Corporation Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
18.3%projected annual EPS growth
Analyst Coverage
53analysts covering
FY Revenue (est.)
$391.2Bnext fiscal year
FY EPS (est.)
$19.71next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 28 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Azure and other cloud services revenue growth year over year Quarterly43.0%Target: Approximately 45% constant-currency growth in fiscal 2027 first quarter
Microsoft 365 Copilot paid seats Quarterly30MTarget: Sequential paid-seat growth
Commercial remaining performance obligation Quarterly678.0Target: Approximately 30% expected to be recognized as revenue during the next 12 months
Quarterly capital expenditures Quarterly41.0Target: More than $50 billion in fiscal 2027 first quarter
Watch Items
- Fiscal 2027 first-quarter revenue versus management guidanceAction: Reassess Azure capacity conversion, Microsoft 365 monetization and the expected fiscal 2027 growth trajectory.
- Full-year fiscal 2027 operating-margin discipline during elevated AI investmentAction: Reassess AI-infrastructure returns, cloud gross-margin assumptions and the pace of discretionary investment.
Research as of 29 Aug 2026