MSFT — Microsoft
Microsoft: what they do, key numbers, and conditions we are monitoring.
← Back to Dashboard
MSFT — Microsoft
Enterprise Software & AI Cloud • Monitoring
What They Do
Microsoft operates Azure cloud, Office 365, GitHub, and the OpenAI partnership. Copilot integration across Office, GitHub, and Azure is the enterprise AI monetization test case. Custom Maia AI chips are in development for Azure.
Key Numbers
| Current Price | ~$420 |
| Market Cap | ~$3.1T |
| AI Partnership | OpenAI (27% ownership, $250B Azure commitment) |
| AI Products | Copilot (Office, GitHub, Azure) |
| Custom Silicon | Maia (in development) |
| Next Earnings | Apr 2026 |
What We’re Watching
- Copilot adoption rates and revenue per user uplift
- Azure AI growth vs AWS competitive positioning
- OpenAI relationship stability and dependency risk
Sources: Microsoft 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (MSFT)
Last Updated: April 16, 2026
This page contains publicly available information organized for research purposes. It is not investment advice, analysis, or a recommendation. Do your own work.