MSFT

Technology

Microsoft Corporation

Software—Infrastructure

Next Earnings: Q2 2026

Wednesday, February 4, 2026

MSFT EPS History & Predictions

Actual

Consensus

Wall Street

$3.86consensus

GPT-5.2

$4.10▲

GPT-5.2

$3.87▲

Claude-opus

$3.88▲

Gemini 3 Pro

$4.35▲

Grok-4

$3.80▼

Q2 2026 Predictions

AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.

GPT-5.2

openrouter

EPS

$4.10

Revenue

$86.80B

Conf.

56%

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GPT-5.2

openrouter

EPS

$3.87

Revenue

$81.80B

Conf.

62%

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Claude-opus

openrouter

EPS

$3.88

Revenue

$69.85B

Conf.

72%

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Gemini 3 Pro

openrouter

EPS

$4.35

Revenue

$85.35B

Conf.

92%

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Grok-4

openrouter

EPS

$3.80

Revenue

$78.50B

Conf.

75%

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Predictions Comparison

AI model predictions compared to Wall Street consensus

Model	EPS Estimate	Revenue Estimate	vs Consensus	Confidence
GPT-5.2openrouter	$4.10	$86.80B	+6.2%	56%
GPT-5.2openrouter	$3.87	$81.80B	+0.3%	62%
Claude-opusopenrouter	$3.88	$69.85B	+0.5%	72%
Gemini 3 Proopenrouter	$4.35	$85.35B	+12.7%	92%
Grok-4openrouter	$3.80	$78.50B	-1.6%	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	GPT-5.2Q2 2026	Claude-opusQ2 2026	Gemini 3 ProQ2 2026	Grok-4Q2 2026
Revenue
Revenue	69.63	70.07	76.44	77.67	86.80+11.8%	81.80+5.3%	69.85-10.1%	85.35+9.9%	78.50+1.1%
Cost Of Revenue	21.80	21.92	24.01	24.04	26.99+12.3%	25.10+4.4%	22.20-7.7%	27.30+13.5%	24.30+1.1%
Cost & Gross Profit
Gross Profit	47.83	48.15	52.43	53.63	59.81+11.5%	56.70+5.7%	47.65-11.2%	58.05+8.2%	54.20+1.1%
Cost And Expenses	37.98	38.07	42.12	39.71	44.89+13.0%	42.10+6.0%	36.70-7.6%	44.40+11.8%	40.10+1.0%
Operating Expenses
Research And Development Expenses	7.92	8.20	8.83	8.15	8.60+5.6%	8.60+5.6%	7.35-9.8%	8.40+3.1%	8.20+0.7%
General And Administrative Expenses	1.82	1.74	1.99	1.81	2.00+10.7%	1.90+5.2%	1.72-4.8%	1.90+5.2%	1.85+2.4%
Selling And Marketing Expenses	6.44	6.21	7.29	5.72	7.10+24.2%	6.50+13.7%	5.43-5.0%	6.80+18.9%	5.75+0.6%
Selling General And Administrative Expenses	8.26	7.95	9.28	7.52	9.30+23.6%	8.40+11.7%	7.15-5.0%	8.70+15.6%	7.60+1.0%
Other Expenses	0	0	0	0	0	0	0	0	0
Operating Expenses	16.18	16.15	18.10	15.67	17.90+14.2%	17.00+8.5%	14.50-7.5%	17.10+9.1%	15.80+0.8%
Interest Expense	0.594	0.594	0.615	0.698	0.720+3.2%	0.730+4.6%	0.680-2.6%	0.720+3.2%	0.720+3.2%
Total Other Income Expenses Net	-2.29	-0.623	-1.71	-3.66	-3.90-6.6%	-4.10-12.0%	-1.63+55.5%	-1.20+67.2%	-3.70-1.1%
Income Tax Expense	5.26	5.55	5.38	6.55	7.41+13.1%	6.70+2.2%	5.67-13.5%	7.35+12.2%	6.60+0.7%
Other Income/Expense
Net Interest Income	0.006	0.003	0.154	0.278	0.330+18.7%	0.190-31.7%	0.170-38.8%	0.330+18.7%	0.280+0.7%
Interest Income	0.600	0.597	0.769	0.976	1.05+7.6%	0.920-5.7%	0.850-12.9%	1.05+7.6%	1.00+2.5%
Non Operating Income Excluding Interest	1.69	0.029	1.09	2.96	1.60-46.0%	1.20-59.5%	1.83-38.2%	-1.53-151.7%	1.30-56.1%
Other Adjustments To Net Income	0	0	0	0	0	0	0	0	0
Net Income & EPS
Operating Income	31.65	32.00	34.32	37.96	41.91+10.4%	39.70+4.6%	33.15-12.7%	40.95+7.9%	38.40+1.2%
Income Before Tax	29.36	31.38	32.62	34.30	38.01+10.8%	35.60+3.8%	31.52-8.1%	39.75+15.9%	37.50+9.3%
Net Income From Continuing Operations	24.11	25.82	27.23	27.75	30.50+9.9%	28.90+4.2%	25.85-6.8%	32.40+16.8%	30.90+11.4%
Net Income From Discontinued Operations	0	0	0	0	0	0	0	0	0
Net Income	24.11	25.82	27.23	27.75	30.50+9.9%	28.90+4.2%	25.85-6.8%	32.40+16.8%	30.90+11.4%
Net Income Deductions	0	0	0	0	0	0	0	0	0
Bottom Line Net Income	24.11	25.82	27.23	27.75	30.50+9.9%	28.90+4.2%	25.85-6.8%	32.40+16.8%	30.90+11.4%
Eps	$3.24	$3.47	$3.67	$3.73	$4.11+10.2%	$3.88+4.0%	$3.47-7.0%	$4.35+16.6%	$4.16+11.5%
Eps Diluted	3.23	3.46	3.65	3.72	4.10+10.2%	3.87+4.0%	3.88+4.3%	4.35+16.9%	3.80+2.2%
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	14.20+8.7%	14.20+8.7%	14.20+8.7%	14.50+11.0%	12.00-8.1%
Ebitda	36.79	40.71	44.43	48.06	52.83+9.9%	50.40+4.9%	46.40-3.5%	54.25+12.9%	50.80+5.7%
Ebit	29.96	31.97	33.23	35.00	38.63+10.4%	36.20+3.4%	32.20-8.0%	39.75+13.6%	38.80+10.9%
Weighted Average Shs Out	7,435,000,000	7,434,000,000	7,433,000,000	7,433,000,000	7,420,000,000-0.2%	7,430,000,000-0.0%	7,430,000,000-0.0%	7,410,000,000-0.3%	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%	7,460,000,000-0.1%	6,660,000,000-10.8%	7,450,000,000-0.2%	7,480,000,000+0.2%