AgentFlareNewswire · Earnings · Wed, Oct 28, 2026
Microsoft to report fiscal Q1 on Oct. 28 with first Azure dollar revenue figure
Microsoft reports fiscal first-quarter results after the close on Oct. 28 under a new two-segment structure, with Wall Street expecting EPS of $4.27 on revenue of $90.6 billion.
You're reading the full report — free for humans and search engines.
The same content ships as a structured JSON dataset (normalized facts, sources and
citation arrays, no HTML parsing) so AI agents can consume it directly — metered per fetch via the open
HTTP 402 payment protocol.
crawlerAutoPrice=true · verify at https://esa.aisa.one/api/v1/access/verify
Microsoft Q1 report brings new segments and first Azure revenue figure
Microsoft reports fiscal first-quarter results after the bell on Oct. 28, its first under a two-segment structure: Agents and Infra, and Devices and Consumer. It will also give quarterly dollar revenue for Azure for the first time. Bloomberg consensus is EPS of $4.27 on revenue of $90.6 billion, against $4.13 and $77.6 billion a year earlier. Agents and Infra is expected to rise 22.5% to $75.6 billion, with Azure at $32.2 billion. Devices and Consumer is seen down 6% to $15 billion. Capex is expected above $45.9 billion, and remaining performance obligations at $705.6 billion. Microsoft also offered buyouts to upward of 60,000 eligible employees. Shares have climbed about 35% since July.
Why it mattersThe first Azure dollar figure and AI-driven capex and backlog numbers will test a stock that has rallied sharply since July.
Palantir heads into Nov. 2 earnings near highs as Rosenblatt lifts target
Palantir reports third-quarter results on Nov. 2 after the close. Analysts estimate EPS of 41 cents on revenue of $2.18 billion, and options pricing implies a 12% move either way. Rosenblatt raised its price target to $260 from $225, implying 31% upside from the Oct. 26 close, citing checks that point to strong growth. LSEG data shows 25 of 34 analysts rate the stock buy or strong buy. In the second quarter, U.S. commercial revenue grew 149% to $764 million, and shares jumped 29.5% after that report. Investors will watch whether full-year guidance, previously raised to 82% revenue growth, goes up again.
Why it mattersA 12% implied move and a stock near its 52-week high leave little room for a guidance disappointment.
SoFi posts record third quarter and raises 2026 guidance
SoFi reported third-quarter 2026 results on Oct. 27. Adjusted net revenue rose 44% to a record $1.4 billion, and adjusted EBITDA rose 70% to a record $470 million. Adjusted net income was $243 million, or $0.18 per share. Members grew 35% to 17.1 million, and products rose 44% to 26.7 million. The company lifted 2026 guidance to $5.04 billion in adjusted net revenue and $1.66 billion in adjusted EBITDA. It also introduced a 2027 outlook of $6.4 billion in adjusted net revenue, $2.24 billion in adjusted EBITDA and $0.90 of EPS.
Why it mattersA guidance raise plus a first 2027 outlook gives investors a multi-year earnings path for the fintech lender.
Big pharma earnings week: Lilly, Merck, AbbVie, Gilead and Bristol Myers
Bristol Myers, Eli Lilly, Merck, AbbVie and Gilead Sciences are all scheduled to report quarterly results this week. As of Oct. 21, 11.7% of Medical sector companies had reported, and 85.7% of them topped earnings and sales estimates. Sector third-quarter earnings are projected to fall 1.3% while sales rise 4.5%. Bristol Myers' consensus is $12.56 billion in sales and $1.28 per share. Lilly declared a fourth-quarter dividend of $1.73 per share on Oct. 26 and closed at $1,279.14; its second-quarter revenue rose 48%, and management had raised annual revenue guidance.
Why it mattersResults from these bellwethers will shape the sector's earnings picture, with Lilly's volume-driven growth and guidance in focus.
UnitedHealth raises guidance a third time as medical costs ease
UnitedHealth's third-quarter report showed profit rising sharply, adjusted earnings per share well ahead of consensus and another increase to full-year guidance, the third of the year. Revenue was roughly flat from a year earlier as the insurer shed less profitable members. The medical care ratio improved meaningfully, helped by pricing discipline and benefit design changes, though analysts note a reserve release flattered the headline figure. The operating cost ratio also declined. Operating cash flow exceeded net income.
Why it mattersMargin repair at the largest U.S. health insurer signals easing cost pressure, though reserve releases mean underlying gains are smaller than reported.
Data behind the stories
Ahead of the Oct. 28 report, MSFT closed at $532.6 on Oct. 26, up 1.54% on the day and 3.18% over about a month. PLTR closed at $198.84, up 1.06%, and LLY at $1,279, up 0.45%. UNH closed at $410.7, down 1.77% on the day but up 9.06% over about a month.
What to watch
- Microsoft reports fiscal first-quarter results after the market close on Oct. 28, including its first quarterly Azure revenue figure. Yahoo Finance MarketWatch
- Palantir reports third-quarter results on Nov. 2 after the close; options imply a 12% move in either direction. Investor's Business Daily Benzinga
- Conduent reports third-quarter 2026 results on Nov. 5 after market close, with a conference call at 4:30 p.m. ET. news.conduent.com
Key takeaways
- Microsoft's Oct. 28 report brings new segments, a first Azure dollar figure, and consensus EPS of $4.27 on $90.6 billion revenue.
- Palantir's Nov. 2 report carries an options-implied 12% move, with Rosenblatt at a $260 target.
- SoFi raised 2026 guidance to $5.04 billion adjusted net revenue and issued a 2027 outlook.
FAQ
When does Microsoft report earnings and what is expected?
Microsoft reports fiscal first-quarter results after the close on Oct. 28. Bloomberg consensus calls for EPS of $4.27 on revenue of $90.6 billion, versus $4.13 and $77.6 billion a year earlier.
What is new in Microsoft's reporting this quarter?
Microsoft moves to two segments, Agents and Infra, and Devices and Consumer, and will disclose quarterly dollar revenue for Azure for the first time. Azure is expected at $32.2 billion.
When does Palantir report and how much move is priced in?
Palantir reports third-quarter results on Nov. 2 after the market close. Options are pricing in a 12% move in either direction, and analysts estimate EPS of 41 cents on $2.18 billion revenue.
The wire
Every item considered for this digest, newest first — published within 48h of 2026-10-28 00:42 UTC.
- Visa Fiscal Fourth Quarter and Full-Year 2026 Financial Results finance.yahoo.com · 2026-10-27 19:00
- Palantir Put Strategy Aims To Cash In On Potential Earnings Volatility Investor's Business Daily · 2026-10-27 16:41
- Microsoft to report Q1 earnings with Wall Street looking for further Azure growth Yahoo Finance · 2026-10-27 16:08
- Microsoft earnings will look funky — but an elusive number is finally arriving MarketWatch · 2026-10-27 14:53
- What's in Store for These 5 Drug/Biotech Stocks in Q3 Earnings? TradingView · 2026-10-27 13:47
- Conduent to Report Third-Quarter 2026 Financial Results on November 5, 2026 news.conduent.com · 2026-10-27 13:00
- Palantir Stock Within 7% of Its 52-Week High as Earnings and Target Hikes Fuel Buzz Benzinga · 2026-10-27 12:53
- Buy Palantir ahead of earnings, says Rosenblatt CNBC · 2026-10-27 11:20
- SoFi Technologies, Inc. (SOFI) - SoFi Reports Third Quarter 2026 with Record Net Revenue of $1.4 Billion, Net Income of $241 Million and Raises Full-Year Guidance investors.sofi.com · 2026-10-27 10:00
- Eli Lilly and Company (NYSE:LLY) Extends Clinical Evidence as Medicine Sales Support Higher Guidance Kalkine · 2026-10-27 06:36
- Microsoft's Stock May Fall Sharply Following Quarterly Results (NASDAQ:MSFT) Seeking Alpha · 2026-10-26 17:06
- UnitedHealth Group (NYSE:UNH) Margin Repair Drives Third Guidance Raise as Medical Costs Ease Kalkine Media · 2026-10-26 13:33
How this digest is made. Headlines and article text come from the AISA Financial News and Tavily APIs; only items published in the last 48 hours are eligible, and duplicates across outlets are merged. A language model writes the summaries strictly from those texts and the live market data shown — every story links to its sources. Market data: AISA Financial, CoinGecko, Polymarket and Macro APIs.
Sources & citations
- Microsoft to report Q1 earnings with Wall Street looking for further Azure growth Yahoo Finance · 2026-10-27
- Microsoft earnings will look funky — but an elusive number is finally arriving MarketWatch · 2026-10-27
- Microsoft's Stock May Fall Sharply Following Quarterly Results (NASDAQ:MSFT) Seeking Alpha · 2026-10-26
- Palantir Put Strategy Aims To Cash In On Potential Earnings Volatility Investor's Business Daily · 2026-10-27
- Palantir Stock Within 7% of Its 52-Week High as Earnings and Target Hikes Fuel Buzz Benzinga · 2026-10-27
- Buy Palantir ahead of earnings, says Rosenblatt CNBC · 2026-10-27
- SoFi Technologies, Inc. (SOFI) - SoFi Reports Third Quarter 2026 with Record Net Revenue of $1.4 Billion, Net Income of $241 Million and Raises Full-Year Guidance investors.sofi.com · 2026-10-27
- What's in Store for These 5 Drug/Biotech Stocks in Q3 Earnings? TradingView · 2026-10-27
- Eli Lilly and Company (NYSE:LLY) Extends Clinical Evidence as Medicine Sales Support Higher Guidance Kalkine · 2026-10-27
- UnitedHealth Group (NYSE:UNH) Margin Repair Drives Third Guidance Raise as Medical Costs Ease Kalkine Media · 2026-10-26