Bing Ads Revenue Up 10%

Microsoft reported its fourth-quarter 2026 earnings, showing that its hunt and advertizing gross was up 10%, indicating its advertisement maturation was 2 points little than the erstwhile quarter. The erstwhile 4th it was up 12%, earlier that up 10% earlier that, up 16% and the 1 earlier that was 21% and this quarter, it is only up 10%.

Microsoft wrote, "Search advertizing gross excluding postulation acquisition costs accrued 10% (up 9% successful changeless currency)." The 10% year-over-year ex-TAC maturation reflects dependable performance, down somewhat from the 12% maturation reported successful Q3 FY26, but successful statement pinch the 10% complaint seen successful earlier quarters this fiscal year.

Search sits wrong the More Personal Computing section which full gross was down 4% wide to $12.9B owed to little Windows OEM and Xbox performance. Search advertizing was the superior maturation driver successful this segment. Windows OEM and devices was down 7%, Xbox was down 10% but Search advertizing was up 10%.

Microsoft reports Q3 gross up 18% YoY to $90 billion, operating income up 18% to $40.6 billion, and nett income up 31% to $35.8 billion. Microsoft banal value is up complete 3% successful after-hours trading wrong 10 minutes of the net study being out, but it is fluctuating. Year-to-date, Microsoft's banal value is down complete 17%.

Here is the floor plan I made showing conscionable the advertisement dollar alteration from 4th to quarter, truthful you tin spot conscionable that:

Here are the highlights from the net release:

• Revenue was $90.0 cardinal and accrued 18% (up 17% successful changeless currency)
• Operating income was $40.6 cardinal and accrued 18%
• Net income was $35.8 cardinal and accrued 31% connected a GAAP basis, and was $35.3 cardinal and accrued 22% connected a non-GAAP basis
• Diluted net per stock was $4.81 and accrued 32% connected a GAAP basis, and was $4.74 and accrued 23% connected a non-GAAP basis
• Non-GAAP results exclude the effect from investments successful OpenAI, explained successful the Non-GAAP Definition conception below

Microsoft hit connected the apical and bottommost statement but the institution is losing immoderate apical leaders, pinch 2 elder execs announcing plans to discontinue during the quarter.

Satya Nadella, Microsoft's CEO, said:

We are advancing the frontier connected the cost-to-outcome curve, ensuring each customer tin move tokens into business results.

This year, Azure gross surpassed $100 cardinal for the first time, and Microsoft 365 Copilot reached complete 30 cardinal paid seats, reflecting the assurance customers are placing successful america to powerfulness their AI transformation.

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