Microsoft Corporation MSFT
Revenue Intelligence Report • 53 quarters of SEC filing data • Updated 2026-03-06
Microsoft Corporation's revenue growth is significantly driven by its investments in research and development (R&D) and selling, general, and administrative expenses (SG&A), with elasticities of 0.87% and 2.16%, respectively. The company's latest quarterly revenue of $81.3 billion reflects a robust return on investment from these expenditures, despite a holdout test prediction error of 5.7%. Looking ahead, Microsoft is forecasting a revenue of $323 billion for the fiscal year, representing an 8.1% year-over-year increase, indicating strong growth potential as it continues to leverage its strategic spending. With a model accuracy of 3.2% MAPE, investors can be confident in the company's ability to deliver consistent financial performance.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $77B | $81B | $71B – $83B | +16.8% | ✓ In range |
| Q2 2026 | $77B | $69B – $87B | +11.3% | ||
| Q3 2026 | $82B | $71B – $95B | +17.7% | ||
| Q4 2026 | $80B | $67B – $94B | +2.6% | ||
| Q1 2027 | $83B | $69B – $100B | +2.4% |
How Spending Drives Revenue
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