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Microsoft
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Fifty years on, Microsoft is growing faster than most startups — powered by the cloud and a colossal bet on AI. The whole question is whether that spending pays off.
Updated · Q3 FY26 · April 2026
6
Chapters
~18
Min read
~$318B / yr revenue · ~228K employees · public since 1986
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1
Growth
~4 min
The Cloud Engine
Microsoft is a 50-year-old company growing like a startup. One word explains it: Azure.
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2
Financial Health
~4 min
The Bet
Microsoft prints cash. Right now it's pouring almost all of it into one enormous bet.
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3
Moat
~3 min
The Lock-In
Try getting a Fortune 500 company to stop using Microsoft. Many have tried.
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4
Management
~2 min
The Turnaround
When Nadella took over in 2014, Microsoft had missed mobile and looked washed up.
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5
Behind the Numbers
~2 min
The Story Behind the Numbers
The income statement says *what* happened. The company's own write-up says *why*.
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6
Risk
~3 min
The $80 Billion Question
Microsoft is spending like AI demand will stay enormous forever. What if it doesn't?
↻ Next update · Jul 28
est. Jul 28, 2026 · Q4 FY26 · Microsoft IR ↗
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You're reading the 6 opening chapters. After that, every time Microsoft files a new report, the chapters get updated here.