Dear Microsoft Stock Fans, Mark Your Calendars for October 29

Core Insights - The Q3 earnings season has commenced, with major tech companies, including Microsoft, set to report results, highlighting the company's significant market cap of nearly $4 trillion [1] - Analysts predict Microsoft's Q1 revenue to reach $75.4 billion, reflecting a 15% year-over-year growth, with adjusted earnings expected to rise by 11% to $3.66 per share [2] - Microsoft's guidance for fiscal 2026 is anticipated to show revenue growth from $281.7 billion in fiscal 2025 to $323.3 billion in 2026, with adjusted earnings projected to increase from $13.64 to $15.52 per share [3] Company Performance - Microsoft has demonstrated strong momentum in its AI and cloud portfolio, capping a record fiscal year [4] - In fiscal 2025, Microsoft Cloud achieved over $168 billion in annual revenue, growing 23%, while Azure revenue reached $75 billion, up 34% [5] - The integration of GPT-5 into Microsoft 365 Copilot is a significant advancement in the company's AI strategy, enhancing its capabilities [5][6] Product and Market Expansion - Microsoft 365 Copilot has seen substantial adoption, with major enterprises like Barclays and UBS deploying it to tens of thousands of employees [6] - The security business has surpassed $20 billion in annual revenue, with nearly 1.5 million customers, and has significantly increased its threat monitoring capabilities [7] - The Sentinel business generates $1 billion in revenue, and a large portion of security customers are utilizing Purview for data governance, creating synergies with AI [7]