MSFT · Microsoft· Filed January 28, 2026high

Microsoft — Q2 FY26 Earnings Release

Original: 8-K: Results of Operations / Earnings · Financial Statements and Exhibits

Summary

Filing is Microsoft's quarterly earnings release (Item 2.02) with supporting exhibits (Item 9.01), likely covering FY26 Q2 results including Azure growth, AI/Copilot monetization, and capex trajectory. PMs care because MSFT's cloud capex guidance directly drives semiconductor demand signals for NVDA, TSMC, SK hynix HBM, and Samsung memory. Full filing body not analyzed; description inferred from form + item codes.

Historical Impact

3 past 8-K events at Microsoft

Median +5d

-2.47%

Range

-6.22% to +2.36%

Positive outcomes

1/3

Filed	P₀	P₊₅	+5d
Jun 5, 2026	$417	$391	-6.22%
May 14, 2026	$409	$419	+2.36%

Full Translation

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