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Microsoft10-Q: Recurring revenue shift

Commercial remaining performance obligation rose 73% to $677 billion driven by cloud and AI adoption

Read at SEC EDGAR

Source: Autobound Signal API · 165 signals tracked for Microsoft · updated

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AskWhat changed at Microsoft this week? Use Autobound signals for microsoft.com.

What happened

Commercial remaining performance obligation expanded 73% to $677 billion, and Microsoft Cloud revenue grew 30% to $63.9 billion.

Source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Recurring revenue shift

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Sep 30, 2026
Fiscal year end
09/30
Filed
Oct 28, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$677B (commercial remaining performance obligation)
Percent
73% (increase in commercial remaining performance obligation)

Details

CIK
789019
Accession number
0001193125-26-436133
Timeframe
Current quarter
Quarter
Q1
Filing year
2026
Fiscal year
2027
Period end date
Sep 30, 2026
Why it matters
Billing/subscription tools

Topics and mentions

Technologies

  • cloud

Extraction

Confidence
High
Relevance
75%
Sentiment
Positive
Detected
Nov 3, 2026
signal_type
sec-10q
signal_subtype
recurringRevenueShift

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/447bdbd9-fcc3-49d8-abc9-d9f5a4367a61 returns this record as JSON. POST /v1/companies/enrich returns every signal for microsoft.com.

{
  "signal_id": "447bdbd9-fcc3-49d8-abc9-d9f5a4367a61",
  "signal_type": "sec-10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-11-03T07:11:31.154+00:00",
  "company": {
    "name": "Microsoft",
    "domain": "microsoft.com"
  },
  "data": {
    "detail": "Commercial remaining performance obligation expanded 73% to $677 billion, and Microsoft Cloud revenue grew 30% to $63.9 billion. This strong shift toward long-term subscription and cloud commitments may create opportunities for vendors supporting enterprise cloud lifecycle management and adoption.",
    "metrics": {
      "pct": 0.73,
      "timeframe": "current_quarter",
      "pct_context": "increase in commercial remaining performance obligation",
      "dollar_context": "commercial remaining performance obligation",
      "dollar_millions": 677000
    },
    "quarter": "Q1",
    "summary": "Commercial remaining performance obligation rose 73% to $677 billion driven by cloud and AI adoption",
    "excerpts": "Commercial remaining performance obligation increased 73% to $677 billion.",
    "relevance": 0.75,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930.htm",
    "filing_date": "2026-10-28",
    "filing_year": 2026,
    "fiscal_year": 2027,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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