Key facts
- Microsoft recorded a $3.2 billion gain from its investment in AI firm Anthropic in its fiscal fourth quarter.
- This gain boosted Microsoft's diluted earnings per share by 33 cents.
- Microsoft also marked down its investment in OpenAI by approximately $600 million, reducing EPS by 7 cents.
- For the full fiscal year, Microsoft's OpenAI investment generated a $5 billion gain.
- Microsoft invested $5 billion in Anthropic in November 2025.
Microsoft reported its fourth-quarter fiscal 2026 earnings, highlighting the performance of its significant investments in competing AI firms Anthropic and OpenAI. The company recorded a $3.2 billion gain from its investment in Anthropic, which contributed 33 cents to its diluted earnings per share for the quarter. This investment was part of a larger deal where Microsoft invested $5 billion in November 2025, and Anthropic agreed to purchase $30 billion in Azure services.
In contrast, Microsoft's investment in OpenAI saw a markdown of approximately $600 million during the same quarter, reducing diluted EPS by about 7 cents. Despite this quarterly dip, Microsoft's investment in OpenAI generated a $5 billion gain for the full fiscal year, adding $0.67 to its annual EPS. Microsoft owns about 27% of OpenAI.
Overall, Microsoft posted strong financial results for the quarter, with $90 billion in revenue and $35.8 billion in net income. For the full fiscal year, revenue reached $331.8 billion with a net income of $133.7 billion.