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 tops $50B

Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …

Microsoft 2026-01-29

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@bdsams Brad Sams on x
I dont know when the AI cloud bubble will pop but Microsoft is feasting on the demand “Microsoft Cloud revenue crossed $50 billion this quarter, reflecting the strong demand for our portfolio of services,”
@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.
@amitisinvesting Amit on x
$MSFT MICROSOFT Q4 2025 EARNINGS: $81.3B Revenue, +17% YoY $38.5B net income, +60% YoY $4.14 of EPS, +24% YoY Azure & Intelligent Cloud revenues crosses $50B Satya Nadella: “We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business [image]
@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]
@satyanadella Satya Nadella on x
Just reported our quarterly results. We are still in the beginning phases of AI diffusion and its broad GDP impact, and already we've built an AI business that is larger than some of our biggest franchises that took decades to build. Our quarterly cloud revenue crossed $50B for…
@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]
@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]
@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]
@stocksavvyshay Shay Boloor on x
$MSFT Q2 EARNINGS • Revenue $81.3B vs Est. $80.3B • EPS $5.16 vs Est. $3.63 • Cloud Revenue $51.5B (+26% YoY) • RPO $625B (+110% YoY) [image]
@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 👇 …
@munster_gene Gene Munster on x
$MSFT continues to further fade. Now down 7%. 45% of the backlog being due to OpenAI.
@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.
@stocksavvyshay Shay Boloor on x
$MSFT commercial cloud backlog is inflecting with RPO up 110% YoY [image]
@thetranscript_ @thetranscript_ on x
$MSFT CFO: “In Azure, we expect Q3 revenue growth to be between 37 and 38% in cc against a prior year, comparable that included significantly accelerating growth rates in both Q3 and Q4...demand continues to exceed supply, and we will need to continue to balance the incoming [ima…
@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. 👀
r/technology r on reddit
Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours
@zacbowden Zac Bowden on x
Despite the hate, Windows 11 is now in use by over 1 billion people worldwide, Microsoft confirms. Windows 11 has reached that 1 billion number faster than Windows 10 did, a huge milestone for Microsoft and a strong reminder than although a lot of people don't like this version, …
@windowslatest @windowslatest on x
Breaking: Microsoft confirms Windows 11 has reached 1 billion users. Microsoft says Windows 11 is now growing faster than Windows 10. CEO Satya Nadella claims a 45% year-over-year rise. The strong Windows 11 growth is due to Windows 10's end of support and users upgrading [image]
@quinnypig.com Corey Quinn on bluesky
It's amazing how many people will upgrade when you literally do not give them a choice in the matter. [embedded post]
@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,
@welfare_jbp John Welfare on x
Xbox total revenue declined 9% YOY last quarter because of a 5% decline in content and services in addition to a 32% hardware revenue decline https://microsoft.com/... [image]

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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 tops $50B

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