{ "slug": "microsoft-corporation", "symbol": "MSFT", "name": "Microsoft Corporation", "fiscalYearEnd": "2026-06-30", "filing": { "accession": "0001193125-26-323660", "form": "10-K", "filed": "2026-07-29", "url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm" }, "model": "claude-haiku-5-5", "promptVersion": "2026-10-31.2", "generatedAt": "2026-10-31T19:32:00.314789+00:00", "segments": { "currency": "USD", "asOf": "2026-06-30", "total": 331839000000.0, "internal": null, "rows": [ { "name": "Productivity and Business Processes", "revenue": 139996000000.0, "share": 42.2 }, { "name": "Intelligent Cloud", "revenue": 137791000000.0, "share": 41.5 }, { "name": "More Personal Computing", "revenue": 54052000000.0, "share": 16.3 } ] }, "sections": { "businessModel": [ { "de": "Kunden können Azure über das globale Rechenzentrumsnetz von Microsoft für Rechenleistung, Netzwerk, Speicher, Anwendungsdienste, KI und das Internet der Dinge nutzen.", "en": "Customers can use Azure through Microsoft's global datacenter network for computing, networking, storage, app services, AI and Internet of Things.", "quote": "Customers can use Azure through our global network of datacenters for computing, networking, storage, mobile and web application services, AI, and Internet of Things." }, { "de": "Der Umsatz von Microsoft 365 Commercial wird vor allem durch das Wachstum der installierten Nutzerbasis und des Umsatzes pro Nutzer beeinflusst sowie durch den Wechsel von lokal lizenziertem Office zu Microsoft 365.", "en": "Microsoft 365 Commercial revenue is mainly affected by growth in the installed user base and in revenue per user, and by customers moving from Office on-premises licenses to Microsoft 365.", "quote": "Microsoft 365 Commercial revenue is mainly affected by a combination of continued installed base growth and average revenue per user expansion, as well as the continued shift from Office licensed on-premises to Microsoft 365." }, { "de": "LinkedIn bietet kostenpflichtige Lösungen an: Talent Solutions, Marketing Solutions, Premium Subscriptions und Sales Solutions.", "en": "LinkedIn offers paid solutions called Talent Solutions, Marketing Solutions, Premium Subscriptions and Sales Solutions.", "quote": "LinkedIn offers monetized solutions designed to offer AI-enabled insights and productivity: Talent Solutions, Marketing Solutions, Premium Subscriptions, and Sales Solutions." }, { "de": "Der Windows-OEM-Umsatz hängt deutlich davon ab, wie viele Windows-Lizenzen Gerätehersteller (OEMs) kaufen und auf den verkauften Geräten vorinstallieren.", "en": "Windows OEM revenue depends significantly on how many Windows licenses device makers (OEMs) buy and preinstall on the devices they sell.", "quote": "Windows OEM revenue is impacted significantly by the number of Windows operating system licenses purchased by OEMs, which they pre-install on the devices they sell." } ], "customers": [ { "de": "Der Direktvertrieb bedient Kunden von großen multinationalen Unternehmen und öffentlichen Organisationen bis hin zu kleinen und mittleren Unternehmen.", "en": "Direct sales serve customers from large multinational companies and public sector organizations to small and medium-sized businesses.", "quote": "Direct sales activities serve customers ranging from large multinational enterprises and public sector organizations to small and medium-sized businesses." }, { "de": "Der LinkedIn-Umsatz wird vor allem durch die Nachfrage von Unternehmen und Berufstätigen nach Abonnements für Talent Solutions, Sales Solutions und Premium Subscriptions beeinflusst.", "en": "LinkedIn revenue is mainly affected by demand from companies and professionals for subscriptions to Talent Solutions, Sales Solutions and Premium Subscriptions.", "quote": "LinkedIn revenue is mainly affected by demand from enterprises and professionals for subscriptions to Talent Solutions, Sales Solutions, and Premium Subscriptions offerings" } ], "competition": [ { "de": "Zu den Wettbewerbern von Office zählen Softwareanbieter und globale Anwendungsanbieter, Web- und Mobile-App-Unternehmen, KI-first-Anwendungsunternehmen sowie lokale App-Entwickler.", "en": "Competitors of Office include software and global application vendors, web and mobile app companies, AI-first app companies and local app developers.", "quote": "Competitors to Office include software and global application vendors, web-based and mobile application companies, AI-first application companies, as well as local application developers." }, { "de": "Azure steht in vielfältigem Wettbewerb mit Cloud-Anbietern und Open-Source-Angeboten.", "en": "Azure faces varied competition from cloud service providers and open-source offerings.", "quote": "Azure faces diverse competition from cloud service providers and open-source offerings." }, { "de": "Die KI-Angebote von Microsoft konkurrieren mit KI-Produkten von Hyperscalern, anderen neuen Wettbewerbern und Open-Source-Angeboten, von denen viele auch aktuelle oder potenzielle Partner sind.", "en": "Microsoft's AI offerings compete with AI products from hyperscalers, other emerging competitors and open-source offerings, many of which are also current or potential partners.", "quote": "Our AI offerings compete with AI products from hyperscalers, as well as products from other emerging competitors and other open-source offerings, many of which are also current or potential partners." } ], "risks": [ { "de": "Microsoft hat erhebliche Kapital- und Betriebsinvestitionen in KI-Modelle und Cloud-Dienste getätigt und tätigt weiterhin, unter anderem in Rechenzentren, Komponenten und Energie.", "en": "Microsoft has made and keeps making large capital and operating investments in AI models and cloud services, including datacenters, components and energy.", "quote": "We have made and are continuing to make significant capital and operational investments to develop, train, deploy, and support AI models and related cloud-based services, including building and expanding datacenters, acquiring necessary components, and securing energy resources." }, { "de": "Wenn die Nutzung der KI-Dienste von Microsoft langsamer als erwartet zunimmt oder Kunden Azure für KI-Workloads nicht im erwarteten Umfang weiter nutzen, kann Microsoft die erwarteten Erträge aus seinen Investitionen nicht erzielen.", "en": "If adoption of Microsoft's AI services is slower than expected, or customers do not keep using Azure for AI workloads at expected levels, Microsoft may not realize the expected returns on its investments.", "quote": "If adoption of our AI services develops more slowly than expected, or if customers do not continue to utilize Azure for AI workloads at anticipated levels, we may not realize the expected returns on our investments." }, { "de": "Für bestimmte wichtige Geräte- und Rechenzentrumskomponenten gibt es nur wenige Lieferanten, und diese Teile sind knapp.", "en": "For certain critical device and datacenter components there are few suppliers, and these parts are in short supply.", "quote": "There are limited suppliers for certain critical device and datacenter components, and those items are in short supply." }, { "de": "Verfügbarkeit, Zuverlässigkeit und Kosten von Strom sind entscheidend für den Betrieb und den Ausbau der Rechenzentren von Microsoft.", "en": "Availability, reliability and cost of electrical power are critical for running and expanding Microsoft's datacenters.", "quote": "The availability, reliability, and cost of electrical power are critical to the operation and expansion of our datacenters." }, { "de": "Bei manchen Vereinbarungen kann eine Regierung den Vertrag ohne Angabe von Gründen kündigen und höhere Haftungsgrenzen für bestimmte Verluste vorsehen.", "en": "Some agreements may let a government end the contract without cause and set higher liability limits for certain losses.", "quote": "Some agreements may allow a government to terminate without cause and provide for higher liability limits for certain losses." } ] } }