Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag
Quick Answer
Microsoft reported a $3.2 billion gain from its Anthropic investment in Q4 FY2026, boosting EPS by 33 cents, while its OpenAI investment saw a $600 million write-down, reducing EPS by 7 cents.
Quick Take
Despite the mixed results, Microsoft's overall revenue for the quarter reached $90 billion with a net income of $35.8 billion.
Key Points
- Microsoft's Anthropic investment generated a $3.2 billion gain in Q4 FY2026.
- OpenAI investment was marked down by $600 million, affecting EPS negatively.
- Microsoft owns approximately 27% of OpenAI and reports quarterly on this investment.
- For FY2026, OpenAI investment yielded a $5 billion gain, adding 67 cents to EPS.
- Overall, Microsoft reported $90 billion in revenue and $35.8 billion in net income for the quarter.
Source Excerpt
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.
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