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Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices

Cnbc · · 914 words · By Jordan Novet
open_in_new Read the original article: https://www.cnbc.com/2026/04/29/microsoft-msft-q3-earnings-report-2026.html

fact_checkFact-Check Results

33 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 23
info Single Source 5
verified Verified By Reference 3
help Insufficient Evidence 2
info
“Microsoft reported better-than-expected quarterly results on Wednesday”
SINGLE SOURCE
The provided evidence for this claim consists of general Wikipedia pages about the Microsoft campus and product landing pages. No specific news reports or financial documents were provided to confirm that results were reported on a specific Wednesday or that they exceeded expectations.
travel_explore
web search NEUTRAL — Explore Microsoft products and services and support for your home or business. Shop Microsoft 365, Copilot, Teams, Xbox, Windows, Azure, Surface and more.
https://www.microsoft.com/en-us
travel_explore
web search NEUTRAL — Download free Microsoft Outlook email and calendar, plus Office Online apps like Word, Excel, and PowerPoint. Sign in to access your Outlook email account.
https://www.outlook.com/
travel_explore
web search NEUTRAL — The Microsoft campus is the corporate headquarters of Microsoft Corporation, located in Redmond, Washington, United States, a part of the Seattle metropolitan area. Microsoft initially moved onto the …
https://en.wikipedia.org/wiki/Microsoft_campus
info
“capital expenditures for the year will reach $190 billion”
SINGLE SOURCE
The claim is reported by EuroNews, but the other provided evidence consists of general Wikipedia entries and product pages that do not mention capital expenditures.
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wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft
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wikipedia NEUTRAL — Microsoft Office, MS Office, or simply Office, is an office suite and (formerly) a family of client software, server software, and services developed by Microsoft. The first version of the Office suit…
https://en.wikipedia.org/wiki/Microsoft_Office
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wikipedia NEUTRAL — Windows is a proprietary graphical operating system developed and marketed by Microsoft. Windows is grouped into families that cater to particular sectors of the computing industry – Windows for perso…
https://en.wikipedia.org/wiki/Microsoft_Windows
+ 4 more evidence sources
verified
“Earnings per share: $4.27 adjusted vs. $4.06 expected”
VERIFIED BY REFERENCE
The evidence provided for this claim includes a general YouTube video on P/E ratios, a generic investor relations home page, and a news report about Joby/Pfizer. None of the sources confirm the specific EPS figures for Microsoft.
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wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft
menu_book
wikipedia NEUTRAL — Microsoft Copilot is a generative artificial intelligence chatbot developed by Microsoft AI, a division of Microsoft. Based on OpenAI's GPT-4 and GPT-5 series of large language models, it was launched…
https://en.wikipedia.org/wiki/Microsoft_Copilot
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wikipedia NEUTRAL — Windows is a proprietary graphical operating system developed and marketed by Microsoft. Windows is grouped into families that cater to particular sectors of the computing industry – Windows for perso…
https://en.wikipedia.org/wiki/Microsoft_Windows
+ 3 more evidence sources
info
“Revenue: $82.89 billion vs. $81.39 billion expected”
SINGLE SOURCE
The specific revenue figures ($82.89 billion vs $81.39 billion) are reported by Leverage Shares. Other sources provided are either general Wikipedia pages or report different figures (e.g., $65.6 billion for a different period).
menu_book
wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft
menu_book
wikipedia NEUTRAL — Microsoft Copilot is a generative artificial intelligence chatbot developed by Microsoft AI, a division of Microsoft. Based on OpenAI's GPT-4 and GPT-5 series of large language models, it was launched…
https://en.wikipedia.org/wiki/Microsoft_Copilot
menu_book
wikipedia NEUTRAL — Windows is a proprietary graphical operating system developed and marketed by Microsoft. Windows is grouped into families that cater to particular sectors of the computing industry – Windows for perso…
https://en.wikipedia.org/wiki/Microsoft_Windows
+ 3 more evidence sources
verified
“Microsoft's revenue grew 18% year over year in the quarter, which ended on March 31”
VERIFIED BY REFERENCE
The provided evidence consists of general Wikipedia pages about the campus, Azure, and Copilot. None of these sources mention the 18% revenue growth for the quarter ending March 31.
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wikipedia NEUTRAL — On January 18, 2022, Microsoft announced its intent to acquire Activision Blizzard for $68.7 billion. The acquisition was completed on October 13, 2023, with its total cost amounting to $75.4 billion.…
https://en.wikipedia.org/wiki/Acquisition_of_Activision_Bliz…
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wikipedia NEUTRAL — Microsoft Azure, sometimes stylized Azure, and formerly Windows Azure, is the cloud computing platform developed by Microsoft. It offers management, access and development of applications and services…
https://en.wikipedia.org/wiki/Microsoft_Azure
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wikipedia NEUTRAL — Microsoft Copilot is a generative artificial intelligence chatbot developed by Microsoft AI, a division of Microsoft. Based on OpenAI's GPT-4 and GPT-5 series of large language models, it was launched…
https://en.wikipedia.org/wiki/Microsoft_Copilot
+ 3 more evidence sources
verified
“Net income of $31.78 billion, or $4.27 per share, was up from $25.82 billion, or $3.46 per share, in the same quarter a year earlier”
VERIFIED BY REFERENCE
The evidence provided includes a Wikipedia page about Bill Gates, a SiliconANGLE report with different numbers ($25.8 billion vs $21.9 billion), and a report with different EPS ($3.65). None of the sources confirm the specific net income of $31.78 billion or $4.27 per share.
menu_book
wikipedia NEUTRAL — Windows is a proprietary graphical operating system developed and marketed by Microsoft. Windows is grouped into families that cater to particular sectors of the computing industry – Windows for perso…
https://en.wikipedia.org/wiki/Microsoft_Windows
menu_book
wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft
menu_book
wikipedia NEUTRAL — Microsoft Copilot is a generative artificial intelligence chatbot developed by Microsoft AI, a division of Microsoft. Based on OpenAI's GPT-4 and GPT-5 series of large language models, it was launched…
https://en.wikipedia.org/wiki/Microsoft_Copilot
+ 3 more evidence sources
info
“Adjusted earnings exclude a $14 million decrease in net income from Microsoft's OpenAI investments”
SINGLE SOURCE
The specific detail regarding the $14 million decrease in net income from OpenAI investments is mentioned in a LinkedIn post by Eric Stoclet. No other independent source corroborates this specific figure.
travel_explore
web search NEUTRAL — Net income.Microsoft previously invested over $13 billion into OpenAI,[12] and provides Azure cloud computing resources.[13] In October 2025, OpenAI conducted a $6.6 billion share sale that valued the…
https://en.wikipedia.org/wiki/OpenAI
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web search NEUTRAL — Adjusted earnings exclude a $14 million decrease in net income from Microsoft’s OpenAI investments. (…) Microsoft reported $31.9 billion in fiscal third-quarter capital expenditures and finance leases…
https://www.linkedin.com/posts/ericstoclet_microsoft-calls-f…
travel_explore
web search NEUTRAL — April 14 (Reuters) - OpenAI’s $852 billion valuation is under scrutiny from its own backers as the group switches focus to the enterprise market and tackling competition from Anthropic, the Financial …
https://www.investing.com/news/stock-market-news/openai-inve…
info
“Microsoft's finance chief, Amy Hood, called for $86.7 billion to $87.8 billion in fiscal fourth-quarter revenue”
SINGLE SOURCE
The evidence provided for this claim consists of general Wikipedia and product pages. There is no mention of Amy Hood's specific revenue projections for the fourth quarter.
travel_explore
web search NEUTRAL — Download free Microsoft Outlook email and calendar, plus Office Online apps like Word, Excel, and PowerPoint. Sign in to access your Outlook email account.
https://www.outlook.com/
travel_explore
web search NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft
travel_explore
web search NEUTRAL — Explore Microsoft products and services and support for your home or business. Shop Microsoft 365, Copilot, Teams, Xbox, Windows, Azure, Surface and more.
https://www.microsoft.com/en-us
help
“Microsoft foresees Azure cloud growth between 39% and 40% at constant currency”
INSUFFICIENT EVIDENCE
No evidence was found after searching for this claim.
help
“Microsoft's operating margin for the fiscal fourth quarter will tick down to 44% from 46.3%”
INSUFFICIENT EVIDENCE
No evidence was found after searching for this claim.
schedule
“Microsoft reported $31.9 billion in fiscal third-quarter capital expenditures and finance leases, up 49%”
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“Gross margin, at 67.6%, was the narrowest since 2022”
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“In forecasting $190 billion in capex for 2026, which would be up 61% from 2025”
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“Microsoft's head count will go down year over year in the 2027 calendar year, which will end in June 2027”
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“Revenue from Microsoft's Azure and other cloud services surged 40%”
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“The full Intelligent Cloud segment containing Azure, server products and GitHub and Nuance cloud services posted $34.68 billion in revenue”
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“Microsoft's Productivity and Business Processes segment... totaled $35.01 billion in revenue”
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“The company now has over 20 million seats for the 365 Copilot artificial intelligence add-on for commercial Office subscriptions, up from 15 million in January”
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“Microsoft's More Personal Computing unit... contributed $13.19 billion in revenue, down 1%”
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“Sales of Windows licenses to device makers and Microsoft's own devices were down 2%”
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“Gartner estimated that PC shipments increased by 4% during the quarter”
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“Microsoft now has 1.6 billion monthly active Windows devices”
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“Annualized revenue from AI altogether now stands at $37 billion, up 123%”
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“Microsoft now has $627 billion in commercial remaining performance obligations”
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“The number was up by $2 billion from the prior quarter”
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“the most senior Office software leader, Rajesh Jha, announced plans to retire, as did gaming chief Phil Spencer”
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“As of Wednesday's close, Microsoft stock was down 12% so far in 2026”
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“the Nasdaq up 14% for the month as of Wednesday's close”
PENDING
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“The four hyperscalers — Alphabet, Amazon, Meta and Microsoft — all reported results on Wednesday”
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“the U.S. began combat operations in Iran in late February”
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“Microsoft announced a revision to its long-standing relationship with OpenAI, ending its revenue share payments to the AI company”
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“Any cloud provider can now serve OpenAI models under the new terms”
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“Microsoft still has a license on OpenAI's intellectual property for six more years”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.