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Microsoft Company (MSFT) Q2 2026 Earnings Name Transcript
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Microsoft Company (MSFT) Q2 2026 Earnings Name Transcript

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Last updated: January 29, 2026 2:33 am
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Published: January 29, 2026
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Microsoft Company (MSFT) Q2 2026 Earnings Name January 28, 2026 5:30 PM EST

Firm Contributors

Jonathan Neilson – Vice President of Investor Relations
Satya Nadella – Chairman & CEO
Amy Hood – Government VP & CFO

Convention Name Contributors

Keith Weiss – Morgan Stanley, Analysis Division
Mark Moerdler – Bernstein Institutional Providers LLC, Analysis Division
Brent Thill – Jefferies LLC, Analysis Division
Karl Keirstead – UBS Funding Financial institution, Analysis Division
Mark Murphy – JPMorgan Chase & Co, Analysis Division
Brad Zelnick – Deutsche Financial institution AG, Analysis Division
Raimo Lenschow – Barclays Financial institution PLC, Analysis Division

Presentation

Operator

Greetings, and welcome to the Microsoft Fiscal Yr 2026 Second Quarter Earnings Convention Name. [Operator Instructions] As a reminder, this convention is being recorded. It’s now my pleasure to introduce Jonathan Neilson, Vice President of Investor Relations. Please go forward.

Jonathan Neilson
Vice President of Investor Relations

Good afternoon, and thanks for becoming a member of us in the present day. On the decision with me are Satya Nadella, Chairman and Chief Government Officer; Amy Hood, Chief Monetary Officer; Alice Jolla, Chief Accounting Officer; and Keith Dolliver, Company Secretary and Deputy Common Counsel.

On the Microsoft Investor Relations web site, you could find our earnings press launch and monetary abstract slide deck, which is meant to complement our ready remarks throughout in the present day’s name and gives the reconciliation of variations between GAAP and non-GAAP monetary measures. Extra detailed outlook slides shall be out there on the Microsoft Investor Relations web site the place we offer outlook commentary on in the present day’s name.

On this name, we are going to focus on sure non-GAAP objects. The non-GAAP monetary measures supplied shouldn’t be thought of as an alternative to or superior to the measures of economic efficiency ready in accordance with GAAP. They’re included as further clarifying objects to assist buyers in additional understanding the corporate’s second quarter efficiency along with the influence this stuff and

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