COMPANY ECONOMICS / PUBLISHED EVIDENCE

Microsoft

Current source-traced rankings and public observations for Microsoft.

Highest position#3AI Company Financials
Distinct metrics15Published observations only
Traceable sources3Primary and attributed records
Mean confidence97%Across loaded evidence
Evidence statusLIVENo modeled values added
Company financial matrix

Reported + attributed values

Missing periods remain blank; estimates never replace filings.
MetricValuePeriodStatusConfidenceAs ofPrimary evidence
Reported CapEx$116BFY 2026reported99%Jul 29, 2026SEC EDGAR CompanyFacts
Forward CapEx~$190BCalendar 2026guidance95%Apr 29, 2026Verified Company Investor Relations
Revenue$332BFY 2026reported99%Jul 29, 2026SEC EDGAR CompanyFacts
Balance sheet$20.9B cash / $40.3B debtJul 2026derived99%Jul 29, 2026SEC EDGAR CompanyFacts
Operating map

What Microsoft does

Reviewed classifications with source-level detail.
yes

designs Silicon

Maia accelerators and Cobalt CPUs

no

fabricates Silicon

Uses external semiconductor foundries

yes

frontier Models

First-party Phi and MAI model families

yes

gpu Cloud

Azure AI infrastructure

yes

data Centers

Global hyperscale footprint

yes

consumer Distribution

Windows, Microsoft 365, Bing, and GitHub

partial

open Weights

Selected small-model weights are available

Ranking footprint

Every published position

Each board links to its complete table and methodology.
BoardRankScoreMovementConfidenceAs ofMethod
AI Company Financials#395.554395%Aug 13, 20261
Reported Capital Expenditure#210099%Aug 13, 20261
Forward Capital Expenditure#110095%Aug 13, 20261
Debt Exposure#166.131999%Aug 13, 20261
AI Infrastructure Capital Intensity#40.349499%Aug 13, 20262-single-concept-quarter-chain-2026-07-27
AI Stack Control#378.571485%Aug 13, 20261
AI Compute Ownership by Company#23,574,56355%May 12, 20261.1.0
Company data matrix

Financials, capital + operating signals

100 public observations · source links open the underlying record.
MetricPublished valueCategoryData kindPeriod / observedConfidenceSource
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,294,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio34.94%company_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 35,802,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 115,948,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 331,839,000,000 USDcompany_financialsderivedJun 30, 202699%SEC EDGAR CompanyFactsA
Noncurrent long-term debtlong-term-debt-noncurrent-usdUSD 31,067,000,000 USDCompany financialsreportedJun 30, 202699%instant_factSEC EDGAR CompanyFactsA
Revenuerevenue-usdUSD 331,839,000,000 USDCompany financialsreportedJun 30, 202699%SEC EDGAR CompanyFactsA
Cashcash-usdUSD 20,935,000,000 USDCompany financialsreportedJun 30, 202699%instant_factSEC EDGAR CompanyFactsA
Current long-term debtlong-term-debt-current-usdUSD 9,227,000,000 USDCompany financialsreportedJun 30, 202699%instant_factSEC EDGAR CompanyFactsA
Capital expenditurecapex-usdUSD 115,948,000,000 USDCompany financialsreportedJun 30, 202699%SEC EDGAR CompanyFactsA
Total assetstotal-assets-usdUSD 758,376,000,000 USDCompany financialsreportedJun 30, 202699%instant_factSEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 318,273,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,262,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 97,225,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio30.55%company_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 30,876,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 318,273,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 30,876,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio30.55%company_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,262,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 97,225,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
Reported long-term debtsec-reported-long-term-debt-usdUSD 40,262,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
TTM capital expendituresec-capex-ttm-usdUSD 97,225,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
Latest-quarter capital expendituresec-capex-latest-quarter-usdUSD 30,876,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
TTM revenuesec-revenue-ttm-usdUSD 318,273,000,000 USDcompany_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
TTM capital intensitysec-capex-to-revenue-ratio30.55%company_financialsderivedMar 31, 202699%SEC EDGAR CompanyFactsA
Estimated owned compute (5th percentile)epoch-ai-compute-ownership-h100e-p52,689,173 H100eai_compute_ownershipestimatedMar 31, 202655%epoch_source_cohort_incompleteEpoch AI open datasetsA
Estimated owned compute (95th percentile)epoch-ai-compute-ownership-h100e-p954,770,395 H100eai_compute_ownershipestimatedMar 31, 202655%epoch_source_cohort_incompleteEpoch AI open datasetsA
Linked source countepoch-ai-compute-ownership-source-link-count0 sourcesai_compute_ownershipderivedMar 31, 202655%epoch_source_cohort_incompleteEpoch AI open datasetsA
Estimated owned accelerator units (5th percentile)epoch-ai-compute-ownership-units-p51,748,299 acceleratorsai_compute_ownershipestimatedMar 31, 202655%epoch_source_cohort_incompleteEpoch AI open datasetsA
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