MSFT · Microsoft· Filed January 28, 2026medium

Microsoft — Q2 FY26 10-Q (Quarter Ended Dec 31, 2025)

Original: Quarterly Report (10-Q) — 2025-12-31

Summary

Quarterly 10-Q covering the December 2025 quarter; PMs will read for Azure/AI cloud growth, capex run-rate and commitments, OpenAI-related exposures, and commentary on data-center power and GPU supply — all directly relevant to semicap, HBM, and foundry demand signals. Full filing body not analyzed; description inferred from form + item codes.

Historical Impact

1 past 10-Q event at Microsoft

Median +5d

-2.47%

Range

-2.47% to -2.47%

Positive outcomes

0/1

Filed	P₀	P₊₅	+5d
Apr 29, 2026	$424	$414	-2.47%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

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