Microsoft to release fiscal 2027 first quarter earnings on Oct. 28

Microsoft is scheduled to report its fiscal 2027 first-quarter earnings on October 28, 2026, following the close of US markets. Investors are closely monitoring the company's performance, particularly regarding its artificial intelligence strategy and cloud computing growth.

Key areas of focus include the Azure cloud platform, which saw 43 percent growth in the previous quarter. Management has targeted Azure growth of approximately 45 percent in constant currency for the upcoming quarter, even as infrastructure investments are expected to reach 50 billion USD.

Other critical components of Microsoft's AI strategy include its Copilot generative AI platform, which surpassed 30 million paid seats in the fourth quarter of fiscal 2026, and its ongoing partnership with OpenAI. Financial analysts have recently adjusted their outlooks, with Bernstein and UBS maintaining positive ratings and raising price targets.