Microsoft files 10-Q, reports $92.3B revenue for Q1 2027

What Microsoft filed

Microsoft filed its quarterly report (Form 10-Q) for the period ended September 30, 2026, with the SEC, and separately filed current reports on Form 8-K that include the company’s results of operations and an item on other events, according to the filings.

Key numbers from the quarter

The company reported results for the quarter ended Sept. 30, 2026 (described as Q1 2027 in the 8-K):

• Total revenue: $92.3 billion (reported on the Form 10-Q and the 8-K).
• Cloud revenue: $63.9 billion, up 30% (reported on the 8-K).
• Net income: $36.6 billion (reported on the Form 10-Q).
• GAAP diluted EPS: $4.92, up 32% (reported on the 8-K).
• Non-GAAP EPS: $4.89, up 18%; the 8-K states that non-GAAP results exclude the impact from investments in OpenAI.
• Other income: a $38 million gain, versus a $3.66 billion loss in the prior-year period (reported on the Form 10-Q).

Change in segment reporting

In a separate 8-K filed the same day, Microsoft said it recast prior-year financials to reflect changes in how it reports business segments. The filing says the changes create two new segments, named Agents and Infra and Devices and Consumer, starting in fiscal year 2027. The 8-K states that the recast does not restate audited numbers and that more details are provided in Exhibit 99.1.

Where to find more detail

The Form 10-Q and the related 8-Ks are the sources for the figures above. The 8-K notes that Exhibit 99.1 contains additional detail on the segment reporting changes. For readers who want line-item detail or explanations of accounting changes, the notes to the financial statements and the exhibits in those SEC filings are the documents the company has provided.