A key driver for Microsoft 365 Commercial and Consumer revenue is the continued migration of customers from traditional on-premises Office licenses to cloud-based subscriptions. This ongoing transition creates needs for cloud management, migration services, and subscription optimization tools.
Filing excerpt
Microsoft 365 Commercial revenue is mainly affected by a combination of continued installed base growth and average revenue per user expansion, as well as the continued shift from Office licensed on-premises to Microsoft 365.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
sec-10krecurringRevenueShiftGet every 10-K signal for Microsoft and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/8ab3e29b-053c-417f-b4de-07b345a32c6b returns this record as JSON. POST /v1/companies/enrich returns every signal for microsoft.com.
{
"signal_id": "8ab3e29b-053c-417f-b4de-07b345a32c6b",
"signal_type": "sec-10k",
"signal_subtype": "recurringRevenueShift",
"detected_at": "2026-08-04T09:04:01.275+00:00",
"company": {
"name": "Microsoft",
"domain": "microsoft.com"
},
"data": {
"detail": "A key driver for Microsoft 365 Commercial and Consumer revenue is the continued migration of customers from traditional on-premises Office licenses to cloud-based subscriptions. This ongoing transition creates needs for cloud management, migration services, and subscription optimization tools.",
"metrics": {
"timeframe": "multi_year"
},
"summary": "Microsoft's growth strategy centers on shifting customers from on-premise licenses to cloud subscriptions",
"excerpts": "Microsoft 365 Commercial revenue is mainly affected by a combination of continued installed base growth and average revenue per user expansion, as well as the continued shift from Office licensed on-premises to Microsoft 365.",
"relevance": 0.75,
"sentiment": "neutral",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm",
"filing_date": "2026-07-29",
"filing_year": 2026,
"fiscal_year_end": "06/30",
"sales_relevance": "Billing/subscription tools",
"signal_category": "revenue",
"technologies_mentioned": [
"cloud",
"Microsoft 365"
]
}
}
curl https://signals.autobound.ai/v1/signals/8ab3e29b-053c-417f-b4de-07b345a32c6b \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"microsoft.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.