What Microsoft's Quarter ended Sep 30, 2026 10-Q says: 6 signals
Microsoft filed its latest 10-Q with the SEC on Oct 28, 2026. It discusses AI investment, backlog growth and bookings decline.
Public (MSFT)Software Development10,000+ employeesmicrosoft.comLinkedIn
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What changed at Microsoft this week? Use Autobound signals for microsoft.com.- Filed
- Oct 28, 2026
- Period
- Quarter ended Sep 30, 2026
- Filings
- 3
- Signals
- 26
Source: Autobound Signal API · 165 signals tracked for Microsoft · updated
10-Q · latest 10
What Microsoft's 10-Q filings say
- SEC EDGAR
10-Q · Quarter ended Sep 30, 2026
Filed · 6 signals
Commercial remaining performance obligation surged 73% year-over-year to $677 billion
Microsoft reported that commercial remaining performance obligation increased 73% to $677 billion in Q1 fiscal 2027.
$677B
commercial remaining performance obligation
73%
increase in commercial remaining performance obligation
Azurecloud
In September 2026, Microsoft announced changes in its segment reporting structure, creating the Agents and Infra segment that brings together applications, agents, multi-model systems, and Azure infrastructure.
agentsmulti-model systemAzure infrastructure
Microsoft records $9,047 million in quarterly R&D driven by compute capacity and AI talent
Research and development expenses increased 11% to $9,047 million in Q1 fiscal 2027, driven by investments in compute capacity, talent, and AI training infrastructure.
11%
increase in research and development expenses
AIcompute capacity
Windows OEM and devices revenue dropped 22% due to weaker PC demand
Windows OEM and devices revenue decreased by $1.0 billion or 22% in the quarter, driven by prior-year Windows 10 end of support comparisons, partner inventory drawdowns, and softer PC demand.
$1B
decrease in Windows OEM and devices revenue
-22%
decrease in Windows OEM and devices revenue
WindowsWindows 10
- SEC EDGAR
10-Q
Filed · 8 signals
Microsoft grapples with IP infringement claims from AI training and output
Microsoft identifies active legal claims related to copyright infringement from its AI training data and model outputs, creating a significant legal and financial risk for its AI platform strategy.
AIsource code
Facing $28.9B potential tax liability from IRS audit for years 2004-2013
The IRS has issued Notices of Proposed Adjustment (NOPAs) seeking $28.9 billion in back taxes, plus penalties and interest, primarily related to intercompany transfer pricing.
$28.9B
Potential additional tax payment sought by IRS
Facing copyright infringement and other claims related to AI training and output
Microsoft is experiencing legal challenges over its AI training data and model outputs, which could result in costly royalty agreements, product redesigns, or significant damages.
AI
Microsoft faces potential $28.9B tax liability from IRS audit over transfer pricing.
The company disclosed that the IRS is seeking an additional $28.9 billion in tax payments for prior years, creating significant financial risk and a powerful incentive to invest in financial process automation, tax compliance software, and data analytics to strengthen intercompany transaction reporting.
$28.9B
Proposed additional tax payment sought by IRS for tax years 2004-2013
Geopolitical instability in Ukraine and Middle East cited as risk to international operations
Microsoft explicitly names the conflicts in Ukraine and the Middle East as sources of geopolitical risk that could disrupt sales, increase costs, and impact customer technology investment decisions.
Microsoft emphasizes risk of source code leaks and need for intellectual property protection.
The filing highlights that a leak of critical source code could enable competitors to copy functionality and cause loss of trade secrets, justifying increased investment in cybersecurity solutions focused on insider threat, data loss prevention, and IP protection.
Earlier 10-Q filings
- 10-QFiled · 12 signalsSEC EDGAR
Showing 10 of 26 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Microsoft earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Stated pain point: Demand for cloud and AI services is exceeding supplyThe CFO explicitly stated that demand for cloud services has outstripped supply for many quarters and they are not catching up, creating an urgent need to invest heavily in infrastructure to meet booked business and capture further growth. | |
| Partner OpenAI contracted for an incremental $250 billion in Azure servicesA new agreement with key partner OpenAI includes an incremental $250 billion commitment for Azure cloud services. This massive contract underpins the urgent need for Microsoft to scale its infrastructure to service this and other large-scale AI customers. | |
| Expanded OpenAI partnership with $250B incremental Azure commitment.Microsoft has closed a new definitive agreement with OpenAI, which includes an incremental $250 billion Azure services contract. This deepens a core strategic partnership, solidifies Azure's role as the foundation for a leading AI player, and underpins their massive infrastructure build-out. | |
| Focused on AI factory efficiency, maximizing 'tokens per dollar per watt'.With massive capital outlays for AI, leadership is highly focused on the efficiency and ROI of its infrastructure. This creates opportunities for solutions that can improve performance, reduce power consumption, or increase the utilization and TCO of their fungible fleet. | |
| Launching new 'Agent HQ' and 'App Builder' to expand AI agent ecosystemThe company is launching new platforms like Agent HQ for developers and App Builder for business users to create and manage AI agents. These new strategic initiatives create opportunities for vendors that can integrate with or support this expanding agent-based ecosystem. | |
| Increasing investment in AI talent and engineering to support product developmentLeadership confirmed that rising demand for AI is fueling investments in both capital and talent. Increased operating expenses are directly tied to hiring for cloud and AI engineering roles to accelerate product innovation. |
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Page updated , the date of the newest row on this page.
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .