Microsoft Corporation (MSFT) Q4 2026 Earnings Call Transcript

Microsoft Corporation (MSFT) Q4 2026 Earnings Call Transcript

Microsoft Corporation (MSFT) Q4 2026 Earnings Call July 29, 2026 5:30 PM EDT

Company Participants

Jonathan Neilson - Vice President of Investor Relations

Satya Nadella - Chairman & CEO

Amy Hood - Executive VP & CFO

Conference Call Participants

Karl Keirstead - UBS Investment Bank, Research Division

Brent Thill - Jefferies LLC, Research Division

Mark Moerdler - Bernstein Institutional Services LLC, Research Division

Adam Wood - Morgan Stanley, Research Division

Brad Zelnick - Deutsche Bank AG, Research Division

Gabriela Borges - Goldman Sachs Group, Inc., Research Division

Presentation Operator

Greetings, and welcome to the Microsoft Fiscal Year 2026 Fourth Quarter Earnings Conference Call.

Operator Instructions

As a reminder, this conference is being recorded.

It is now my pleasure to introduce Jonathan Neilson, Vice President of Investor Relations. Please go ahead.

Jonathan Neilson Vice President of Investor Relations

Good afternoon, and thank you for joining us today. On the call with me are Satya Nadella, Chairman and Chief Executive Officer; Amy Hood, Chief Financial Officer; Alice Jolla, Chief Accounting Officer; and Brian DeFoe, Deputy General Counsel and Corporate Secretary.

On the Microsoft Investor Relations website, you can find our earnings press release and financial summary slide deck, which is intended to supplement our prepared remarks during today's call and provides the reconciliation of differences between GAAP and non-GAAP financial measures.

More detailed outlook slides will be available on the Microsoft Investor Relations website where we provide outlook commentary on today's call.

On this call, we will discuss certain non-GAAP items. The non-GAAP financial measures provided should not be considered as a substitute for or superior to the measures of financial performance prepared in accordance with GAAP. They are included as additional clarifying items to aid investors in further understanding the company's fourth quarter performance in addition to the impact these items and events have on the financial results.