MSFT · Microsoft· Filed April 29, 2026medium

Microsoft — Q3 FY26 10-Q Filed (Period Ending 2026-03-31)

Original: Quarterly Report (10-Q) — 2026-03-31

Summary

Microsoft filed its Q3 FY26 10-Q covering the quarter ended 2026-03-31. PM-relevant items likely include Azure/AI Services growth, capex trajectory tied to AI infrastructure buildout, OpenAI-related commitments, and segment margins for Intelligent Cloud — all read-throughs for the semiconductor supply chain (NVIDIA, TSMC, SK hynix HBM, Samsung). Full filing body not analyzed; description inferred from form + item codes.

Historical Impact

1 past 10-Q event at Microsoft

Median +5d

-14.00%

Range

-14.00% to -14.00%

Positive outcomes

0/1

Filed	P₀	P₊₅	+5d
Jan 28, 2026	$482	$414	-14.00%

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

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