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CNBC
Microsoft is set to report earnings after the bell, and all eyes are on its spending plans
Microsoft is preparing to release its fiscal fourth-quarter earnings report, with analysts predicting a year-over-year growth of 14.6% for the quarter ending June 30. Anticipated growth is set to slightly rise to 15.4% in the following quarter. However, the company faces challenges as its stock has declined 19% in 2026, reflecting investor fears over the competitive landscape of generative AI and heavy reliance on its relationship with OpenAI.
MonitorConfidence: MediumImmediate horizon
Published 29 Jul 2026, 16:55 UTC1 min read
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Summary
TL;DR
- Microsoft to report Q4 earnings after market close.
- Analysts expect 14.6% year-over-year growth for Q4.
- Growth may accelerate to 15.4% in the September quarter.
- Microsoft's stock has fallen 19% in 2026 amid AI disruption concerns.
- 45% of Microsoft's $625 billion commercial obligations tied to OpenAI.
Interesting facts
- Analysts suggest a buy recommendation for Microsoft stock despite concerns.
- Open-source AI models pose a threat to Microsoft's competitive edge.
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