Understand Microsoft through its earnings calls.
Twenty quarters, read one at a time and drawn into one interactive report. The company arc is updated after each earnings call.
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Read by an AI research agent, one call at a time.
What the market is watching
Microsoft since July: an 8% dividend raise and new usage-based AI pricing controls
Since the July call, Microsoft raised its quarterly dividend 8% to $0.98 and set its annual meeting for Dec. 8. It also changed Foundry model pricing by region and added credit and cost controls to Copilot, which puts how it charges for AI usage on the record.
How this report was made
- quarters read
- 20
- quarters read
- of agent reading time
- 8.9 hrs
- of agent reading time
- of compute, free to you
- $10.07
- of compute, free to you
Questions the report answers
- How has management's description of AI capacity versus customer demand changed across twenty calls?
- When did usage- and credit-based pricing for Copilot and Foundry first come up on the calls, and how has it been framed since?
- Over five years, how have executives tied capital spending plans to dividends and other shareholder returns?
01
20 calls, one at a time
Each earnings call is read on its own first: the numbers, the guidance, the tone, what was promised.
02
Notes, then the arc
The notes are drawn together into one story of how management's narrative actually moved — and where it didn't.
03
Fresh after every call
When a new call lands, the report updates and you get the new chapter in your inbox.