Microsoft CEO Satya Nadella speaks astatine the World Economic Forum successful Davos, Switzerland, connected Jan. 20, 2026.
Krisztian Bocsi | Bloomberg | Getty Images
Microsoft is acceptable to study fiscal second-quarter results aft marketplace adjacent connected Wednesday.
Here's what analysts polled by LSEG are expecting:
- Earnings per share: $3.97 adjusted
- Revenue: $80.27 billion
The statement implies that analysts task 15% year-over-year gross maturation successful the 4th that ended connected Dec. 31.
Investors volition wage cautious attraction to the complaint of maturation from Microsoft's Azure unreality infrastructure and different unreality services.
Analysts surveyed by StreetAccount and CNBC expect 39.4% and 38.9% maturation successful that category, respectively. Azure gross accrued 40% successful the fiscal archetypal quarter. The slowdown would travel 3 quarters of sequential acceleration.
Like its unreality rivals specified arsenic Amazon, Microsoft has been gathering information centers filled with special-purpose chips that tin tally generative artificial intelligence models. Microsoft besides pays for capableness from CoreWeave and Nebius successful the signifier of leases.
Analysts polled by Visible Alpha expect $34.31 cardinal successful quarterly superior expenditures and concern leases, up astir 52%.
During the quarter, Microsoft said it volition raise prices of commercialized Office productivity bundle subscriptions.
Microsoft-backed OpenAI agreed to walk $250 cardinal more connected Azure unreality services, and Anthropic announced plans to bargain $30 cardinal worth of unreality services and declaration up to a gigawatt of further computing capacity.
In the past 3 months, Microsoft banal has fallen astir 10%, portion the S&P 500 scale has gained 1%.
Executives volition sermon the results and contented guidance connected a league telephone with analysts starting astatine 5:30 p.m. ET.
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