Microsoft msft q1 27 pre earnings
FINANCE NOTE

Microsoft (NASDAQ: MSFT) — Q1 FY2027 Pre Earnings

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WHAT TO WATCH

AI Software is a Key Product of Microsoft

AI Software sits within Microsoft’s “Productivity and Business Processes”, “Intelligent Cloud” and “More Personal Computing” segments. The segments make up 100.0% of Microsoft’s revenue. Intelligent Cloud grew 31.6% and is Microsoft’s Key Earnings Driver. Nvidia’s Data Center segment grew fastest in the group at 116.6%.

Microsoft’s segments total $90.01B, the largest of the 13 companies, just ahead of Nvidia’s $89.02B, and represent 33.7% of their combined segment revenue. Productivity and Business Processes grew 14.3% and More Personal Computing fell 4.4%.

Analyze AI Software → 

How the company compares with its competitors

14 companies sell AI Software
  • ADBE
  • ARM
  • AXON
  • CRM
  • CRWV
  • DDOG
  • IBM
  • META
  • MSFT
  • NOW
  • NVDA
  • PLTR
  • TRI
  • WDAY
Growth rank
#6 of 13
↑ 31.6% year on year in the reported segment
Size rank
#1 of 13
$90.01B segment revenue
Share of the combined segments
33.7%
of $267.02B across 13 companies that report one
Dependence on these segments
100.0%
of MSFT’s total revenue

ARM does not report segment revenue for AI Software. Coverage: Nasdaq 100 and S&P 100.

Microsoft’s Key Operating Metrics

METRIC

STATUS

Intelligent Cloud↑ 31.6%

🟢 Scaling

Productivity and Business Processes↑ 14.3%

More Personal Computing↓ 4.4%