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High materiality7/10

MSFT posts strong Q4 earnings; Anthropic gain offsets OpenAI write-down

Jul 29, 2026, 6:55 PM EDT3 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong quarterly results and sizable one-off gains from Anthropic support near-term upside; OpenAI markdown is modest and manageable, reducing some EPS but not derailing the AI-growth narrative; history shows MSFT stock reacts to earnings beats and AI-related disclosures.

AI summary

What happened, with direct paths to the underlying reporting

Microsoft reported a robust Q4 FY2026 with $90B revenue and $35.8B net income. It recorded a $3.2B gain from Anthropic and a $600M markdown on OpenAI; OpenAI contributed about $5B gain for the year, adding roughly $0.67 to EPS as AI bets weigh on valuation.

MSFT Q4 FY2026: revenue $90B, net income $35.8B.
Anthropic investment yields $3.2B quarterly gain; EPS +0.33.
OpenAI investment down ~$600M; EPS impact ~-0.07.
Full-year: OpenAI gain $5B; Anthropic deal includes $30B Azure purchases.

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