COMPANY ECONOMICS / PUBLISHED EVIDENCE
Microsoft
Current source-traced rankings and public observations for Microsoft.
Company financial matrix
Missing periods remain blank; estimates never replace filings.Reported + attributed values
| Metric | Value | Period | Status | Confidence | As of | Primary evidence |
|---|---|---|---|---|---|---|
| Reported CapEx | $116B | FY 2026 | reported | 99% | Jul 29, 2026 | SEC EDGAR CompanyFacts ↗ |
| Forward CapEx | ~$190B | Calendar 2026 | guidance | 95% | Apr 29, 2026 | Verified Company Investor Relations ↗ |
| Revenue | $332B | FY 2026 | reported | 99% | Jul 29, 2026 | SEC EDGAR CompanyFacts ↗ |
| Balance sheet | $20.9B cash / $40.3B debt | Jul 2026 | derived | 99% | Jul 29, 2026 | SEC EDGAR CompanyFacts ↗ |
Operating map
Reviewed classifications with source-level detail.What Microsoft does
designs Silicon
Maia accelerators and Cobalt CPUs
fabricates Silicon
Uses external semiconductor foundries
frontier Models
First-party Phi and MAI model families
gpu Cloud
Azure AI infrastructure
data Centers
Global hyperscale footprint
consumer Distribution
Windows, Microsoft 365, Bing, and GitHub
open Weights
Selected small-model weights are available
Ranking footprint
Each board links to its complete table and methodology.Every published position
| Board | Rank | Score | Movement | Confidence | As of | Method |
|---|---|---|---|---|---|---|
| AI Company Financials | #3 | 95.5543 | — | 95% | Aug 13, 2026 | 1 → |
| Reported Capital Expenditure | #2 | 100 | — | 99% | Aug 13, 2026 | 1 → |
| Forward Capital Expenditure | #1 | 100 | — | 95% | Aug 13, 2026 | 1 → |
| Debt Exposure | #16 | 6.1319 | — | 99% | Aug 13, 2026 | 1 → |
| AI Infrastructure Capital Intensity | #4 | 0.3494 | — | 99% | Aug 13, 2026 | 2-single-concept-quarter-chain-2026-07-27 → |
| AI Stack Control | #3 | 78.5714 | — | 85% | Aug 13, 2026 | 1 → |
| AI Compute Ownership by Company | #2 | 3,574,563 | — | 55% | May 12, 2026 | 1.1.0 → |
Company data matrix
100 public observations · source links open the underlying record.Financials, capital + operating signals
| Metric | Published value | Category | Data kind | Period / observed | Confidence | Source |
|---|---|---|---|---|---|---|
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,294,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 34.94% | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 35,802,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 115,948,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 331,839,000,000 USD | company_financials | derived | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Noncurrent long-term debtlong-term-debt-noncurrent-usd | USD 31,067,000,000 USD | Company financials | reported | Jun 30, 2026 | 99%instant_fact | SEC EDGAR CompanyFacts ↗A |
| Revenuerevenue-usd | USD 331,839,000,000 USD | Company financials | reported | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Cashcash-usd | USD 20,935,000,000 USD | Company financials | reported | Jun 30, 2026 | 99%instant_fact | SEC EDGAR CompanyFacts ↗A |
| Current long-term debtlong-term-debt-current-usd | USD 9,227,000,000 USD | Company financials | reported | Jun 30, 2026 | 99%instant_fact | SEC EDGAR CompanyFacts ↗A |
| Capital expenditurecapex-usd | USD 115,948,000,000 USD | Company financials | reported | Jun 30, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Total assetstotal-assets-usd | USD 758,376,000,000 USD | Company financials | reported | Jun 30, 2026 | 99%instant_fact | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 318,273,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,262,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 97,225,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 30.55% | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 30,876,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 318,273,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 30,876,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 30.55% | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,262,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 97,225,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Reported long-term debtsec-reported-long-term-debt-usd | USD 40,262,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital expendituresec-capex-ttm-usd | USD 97,225,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Latest-quarter capital expendituresec-capex-latest-quarter-usd | USD 30,876,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM revenuesec-revenue-ttm-usd | USD 318,273,000,000 USD | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| TTM capital intensitysec-capex-to-revenue-ratio | 30.55% | company_financials | derived | Mar 31, 2026 | 99% | SEC EDGAR CompanyFacts ↗A |
| Estimated owned compute (5th percentile)epoch-ai-compute-ownership-h100e-p5 | 2,689,173 H100e | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned compute (95th percentile)epoch-ai-compute-ownership-h100e-p95 | 4,770,395 H100e | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Linked source countepoch-ai-compute-ownership-source-link-count | 0 sources | ai_compute_ownership | derived | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
| Estimated owned accelerator units (5th percentile)epoch-ai-compute-ownership-units-p5 | 1,748,299 accelerators | ai_compute_ownership | estimated | Mar 31, 2026 | 55%epoch_source_cohort_incomplete | Epoch AI open datasets ↗A |
Continue the investigation