Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue up 26% to $51.5B
Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …
Microsoft
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Discussion
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@benbajarin
Ben Bajarin
on x
Investors wanted north of 40% Cloud business growth but still 39% is solid. That said, $MSFT, $AMZN, and $GOOG will move almost entirely on their cloud growth numbers. [image]
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@rihardjarc
Rihard Jarc
on x
$MSFT Azure +39% YoY. Stock is down because expectations were already high but the results are still impressive, long-term investors should be happy.
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@thetranscript_
@thetranscript_
on x
Microsoft double beat CEO @satyanadella: “We are only at the beginning phases of AI diffusion, and already Microsoft has built an AI business that is larger than some of our biggest franchises.” $MSFT: -5% AH [image]
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@lagoonlabsmv
@lagoonlabsmv
on x
Microsoft reports Q2 fiscal results with cloud momentum and a gaming dip. Revenue $81.3B, net income $30.9B, up 17% and 23%. In the holiday quarter, PC shipments rose amid RAM shortages and the Windows 10 end of support, with Windows OEM/devices revenue up modestly.
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@tomwarren.co.uk
Tom Warren
on bluesky
Microsoft's Q2 2026 (fiscal) earnings: — • 💻 Windows OEM + devices revenue up 1% — • 👾 Gaming rev down 9% — • 🕹️ Xbox content + services rev down 5% — • 🎮 Xbox hardware rev down 32% — full details here 👇 …
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@patrickmoorhead
Patrick Moorhead
on x
Selling $MSFT AH on >$50B cloud business and $625B RPO? Oh OK! And, no, RPOs not all OpenAI, more likely 65% non-OpenAI. That's mind-bogglingly huge. 🤯 [image]
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@stocksavvyshay
Shay Boloor
on x
$MSFT commercial cloud backlog is inflecting with RPO up 110% YoY [image]
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@thetranscript_
@thetranscript_
on x
$MSFT CFO: “Microsoft Cloud revenue crossed $50B this quarter, reflecting the strong demand for our portfolio of services. We exceeded expectations across revenue, operating income, and earnings per share” [image]
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@danielnewmanuv
Daniel Newman
on x
$MSFT gives a monster backlog number $620 Billion over the next 6 or so quarters (RPO). What a massive indicator of long-term growth of AI. People will be concerned about how much of that is AI, but I'm guessing it is less than half. 👀
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@tomwarren
Tom Warren
on x
Microsoft's More Personal Computing business (Windows, Xbox, Surface, and more) declined by 3% year-over-year. Microsoft blames gaming for the overall revenue decline of More Personal Computing. Microsoft's Intelligent Cloud business, which includes Azure and server products,