Microsoft Corporation (NASDAQ: MSFT) reports total revenue exceeding USD 93.0 billion in Q1 FY2027 earnings (July–September 2026, expected release ca. 28 October 2026, confirmed by Microsoft Investor Relations or Bloomberg by 29 October 2026)
Pending
✦ AI-generated prediction
Published on 22. September 2026
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Predicted for 28. October 2026
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Based on: Historical Cycle
Wall Street consensus for Microsoft Q1 FY2027 (July–September 2026) stands at USD 90.59 billion in revenue. Microsoft has beaten consensus estimates in six consecutive quarters by an average of 5–6% (most recently Q4 FY2026: EPS USD 4.74 vs USD 4.47 consensus, +6.1%). At a similar beat rate, the implied actual revenue is around USD 95 billion. The threshold of USD 93.0 billion is 2.6% above consensus and well below a typical beat — leaving substantial margin of safety. Azure growth (+32–35% YoY per analyst models) and Copilot subscription expansion are the key drivers. No Polymarket contract found.
Data basis for this prediction
- Wall-Street-Konsensschätzung MSFT Q1 FY2027 Umsatz: 90,59 Mrd. USD (Investing.com / TipRanks, Stand 22. September 2026)
- Microsoft Q4 FY2026 tatsächliches EPS: 4,74 USD vs. Konsens 4,47 USD (+6,1 %) – Bloomberg, August 2026
- TipRanks MSFT Earnings History: 6/6 Quartale Beat, Ø +5,2 % (Stand September 2026)
- Wall Street Horizon – MSFT Q1 FY2027 Earnings Date: ca. 27.–29. Oktober 2026
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
💻 Technology
✦ AI
Apple Q4 FY2026 covers July–September 2026 and likely includes the first weeks of iPhone 18 sales (typical September launch). From the Q3 report (July 30, 2026 — Tim Cook's final earnings call as CEO): revenue beat vs. estimates, but weak guidance for Q4 (CNBC). The $98B threshold represents modest growth of ~3–4% vs. Q4 FY2025 (~$94.9B). Historically Apple grows Q4 (Jul-Sep) by 5–8% YoY, supported by iPhone supercycle. Countervailing factors: supply constraints (mentioned in Q3 report), CEO change after Cook's departure, and weak consumer guidance for fall. No specific Polymarket or Kalshi Apple Q4 revenue market found; based on Apple growth history and analyst consensus ~$98–102B range → probability ~61%.
💻 Technology
✦ AI
Anthropic confidentially filed its S-1 with the SEC in June 2026. Reports indicate the public prospectus is slated for late September, with the roadshow (Goldman Sachs, JPMorgan, Morgan Stanley) targeting mid-October and IPO completion before US midterms (November 3, 2026). Polymarket prices the probability of an IPO by December 31, 2026 at 87% (~$4M volume). October is the most likely listing month (61% conditional on IPO, ~53% unconditional). Additionally, Polymarket signals an 89% probability that Anthropic's valuation reaches $1.5 trillion by year-end, increasing IPO pressure. Polymarket sees 87%.
💻 Technology
✦ AI
ASML, as sole supplier of EUV lithography tools, is directly exposed to the AI chip boom. Q3 2024 revenue: EUR 7.47 bn. TSMC, Samsung and Intel capacity expansions for AI chips (N2, 18A) have strongly driven EUV orders since 2025. Bloomberg/Refinitiv analyst consensus estimates (as of 2025) projected full-year 2026 revenue of EUR 38–42 bn; at even distribution Q3 would contribute ~EUR 9.5–10.5 bn. The existing Cassandra forecast (TSMC Q3 2026 >USD 46 bn) implies substantial EUV demand. No explicit Polymarket/Kalshi ASML Q3 market found.