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MSFT
TechnologyMicrosoft Corporation
Software—Infrastructure
Next Earnings: Q2 2026
Wednesday, February 4, 2026
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MSFT EPS History & Predictions
Actual
Consensus
Wall Street
$3.86consensus
GPT-5.2
$4.40▲
Gemini 3 Pro
$4.48▲
Claude-opus
$3.89▲
Grok-4
$4.02▲
Q2 2026 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$4.40
Revenue
$87.80B
Conf.
56%Click for details →
Gemini 3 Pro
openrouterEPS
$4.48
Revenue
$84.50B
Conf.
92%Click for details →
Claude-opus
openrouterEPS
$3.89
Revenue
$69.95B
Conf.
72%Click for details →
Grok-4
openrouterEPS
$4.02
Revenue
$81.20B
Conf.
75%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
GPT-5.2openrouter | $4.40 | $87.80B | +14.0% | 56% | |
Gemini 3 Proopenrouter | $4.48 | $84.50B | +16.1% | 92% | |
Claude-opusopenrouter | $3.89 | $69.95B | +0.8% | 72% | |
Grok-4openrouter | $4.02 | $81.20B | +4.1% | 75% | |
| Wall Street Consensus | $3.86 | — | — | — |
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus
Consensus EPS
$3.67
Last Reported EPS
$3.73
Last Surprise
1.63%
Report Date
10/29/2025
Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
| Fiscal Quarter End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q1 2026 | 10/29/2025 | 3.73 | 3.67 | 1.63 |
| Q4 2025 | 7/30/2025 | 3.67 | 3.37 | 8.90 |
| Q3 2025 | 4/30/2025 | 3.47 | 3.22 | 7.76 |
| Q2 2025 | 1/29/2025 | 3.24 | 3.15 | 2.86 |
* EPS values are adjusted for stock splits
Financial Statements
Historical data with AI projections for Q2 2026
All values in Billions (USD) unless otherwise noted
AI Projections | ||||||||
|---|---|---|---|---|---|---|---|---|
| Line Item | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | GPT-5.2Q2 2026 | Gemini 3 ProQ2 2026 | Claude-opusQ2 2026 | Grok-4Q2 2026 |
| Revenue | ||||||||
| Revenue | 69.63 | 70.07 | 76.44 | 77.67 | 87.80+13.0% | 84.50+8.8% | 69.95-9.9% | 81.20+4.5% |
| Cost Of Revenue | 21.80 | 21.92 | 24.01 | 24.04 | 27.90+16.0% | 25.77+7.2% | 21.75-9.5% | 25.06+4.2% |
| Cost & Gross Profit | ||||||||
| Gross Profit | 47.83 | 48.15 | 52.43 | 53.63 | 59.90+11.7% | 58.73+9.5% | 48.20-10.1% | 56.14+4.7% |
| Cost And Expenses | 37.98 | 38.07 | 42.12 | 39.71 | 44.90+13.1% | 42.37+6.7% | 37.25-6.2% | 42.26+6.4% |
| Operating Expenses | ||||||||
| Research And Development Expenses | 7.92 | 8.20 | 8.83 | 8.15 | 8.60+5.6% | 8.40+3.1% | 8.30+1.9% | 9.10+11.7% |
| General And Administrative Expenses | 1.82 | 1.74 | 1.99 | 1.81 | 2.10+16.3% | 2.10+16.3% | 1.85+2.4% | 1.90+5.2% |
| Selling And Marketing Expenses | 6.44 | 6.21 | 7.29 | 5.72 | 6.20+8.4% | 6.10+6.7% | 5.35-6.4% | 6.20+8.4% |
| Selling General And Administrative Expenses | 8.26 | 7.95 | 9.28 | 7.52 | 8.40+11.7% | 8.20+9.0% | 7.20-4.3% | 8.10+7.7% |
| Other Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Expenses | 16.18 | 16.15 | 18.10 | 15.67 | 17.00+8.5% | 16.60+5.9% | 15.50-1.1% | 17.20+9.8% |
| Interest Expense | 0.594 | 0.594 | 0.615 | 0.698 | 0.750+7.4% | 0.750+7.4% | 0.680-2.6% | 0.720+3.2% |
| Total Other Income Expenses Net | -2.29 | -0.623 | -1.71 | -3.66 | -2.40+34.4% | -1.25+65.8% | 0.170+104.6% | -3.66+0.0% |
| Income Tax Expense | 5.26 | 5.55 | 5.38 | 6.55 | 7.70+17.5% | 7.67+17.0% | 5.90-10.0% | 7.58+15.7% |
| Other Income/Expense | ||||||||
| Net Interest Income | 0.006 | 0.003 | 0.154 | 0.278 | 0.300+7.9% | 0.350+25.9% | 0.170-38.8% | 0.380+36.7% |
| Interest Income | 0.600 | 0.597 | 0.769 | 0.976 | 1.05+7.6% | 1.10+12.7% | 0.850-12.9% | 1.10+12.7% |
| Non Operating Income Excluding Interest | 1.69 | 0.029 | 1.09 | 2.96 | 2.90-2.1% | -1.60-154.0% | 0.850-71.3% | 2.66-10.2% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | ||||||||
| Operating Income | 31.65 | 32.00 | 34.32 | 37.96 | 42.90+13.0% | 42.13+11.0% | 32.70-13.9% | 38.94+2.6% |
| Income Before Tax | 29.36 | 31.38 | 32.62 | 34.30 | 40.50+18.1% | 40.88+19.2% | 32.87-4.2% | 39.91+16.3% |
| Net Income From Continuing Operations | 24.11 | 25.82 | 27.23 | 27.75 | 32.80+18.2% | 33.21+19.7% | 26.97-2.8% | 32.33+16.5% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 24.11 | 25.82 | 27.23 | 27.75 | 32.80+18.2% | 33.21+19.7% | 26.97-2.8% | 32.33+16.5% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 24.11 | 25.82 | 27.23 | 27.75 | 32.80+18.2% | 33.21+19.7% | 26.97-2.8% | 32.33+16.5% |
| Eps | $3.24 | $3.47 | $3.67 | $3.73 | $4.43+18.8% | $4.48+20.1% | $3.63-2.7% | $4.35+16.6% |
| Eps Diluted | 3.23 | 3.46 | 3.65 | 3.72 | 4.40+18.3% | 4.46+19.9% | 3.89+4.6% | 4.33+16.4% |
| Other | ||||||||
| Filing Date | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Fiscal Year | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Depreciation And Amortization | 6.83 | 8.74 | 11.20 | 13.06 | 14.60+11.8% | 14.50+11.0% | 14.20+8.7% | 12.00-8.1% |
| Ebitda | 36.79 | 40.71 | 44.43 | 48.06 | 55.85+16.2% | 55.38+15.2% | 47.75-0.6% | 51.74+7.7% |
| Ebit | 29.96 | 31.97 | 33.23 | 35.00 | 41.25+17.9% | 40.88+16.8% | 33.55-4.1% | 39.74+13.6% |
| Weighted Average Shs Out | 7,435,000,000 | 7,434,000,000 | 7,433,000,000 | 7,433,000,000 | 7,410,000,000-0.3% | 7,420,000,000-0.2% | 7,430,000,000-0.0% | 7,430,000,000-0.0% |
| Weighted Average Shs Out Dil | 7,468,000,000 | 7,461,000,000 | 7,465,000,000 | 7,466,000,000 | 7,450,000,000-0.2% | 7,450,000,000-0.2% | 6,930,000,000-7.2% | 7,470,000,000+0.1% |