Microsoft

Quarterly revenue

81.27$B

Trend YoY growth is +18.2%, accelerating by 2.8 pp/year over the last 3Y. Latest: +16.7%, 1.5 pp below trend, a 0.6σ deviation. The latest YoY reading is boosted by 3.2 pp due to an easy comparison base from Oct 1.

Level

YoY %

y = 10.6% + 2.8 pp/yr · t

Deviation from trend

Forecast

Projected value by forecast vintage ($B)

Projected value ($B)

Forecast made inQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27MAPE
Q1 '2570.0772.3872.7276.5376.3482.5683.1586.2280.2639%
Q2 '2576.4476.5281.7382.7490.7992.8097.67100.07%
Q3 '2577.6784.5086.6896.3299.67106.2115.327%
Q4 '2581.2783.5991.9994.2999.54103.3
Q1 '2683.5991.9994.2999.54103.3

YoY change forecast

Forecast made inQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27MAPE
Q1 '25+13.3%+11.8%+10.9%+9.9%+8.9%+8.0%+7.1%+6.1%+5.1%39%
Q2 '25+18.1%+16.7%+17.4%+18.1%+18.8%+19.5%+20.2%+20.9%7%
Q3 '25+18.4%+21.3%+23.7%+26.0%+28.3%+30.7%+33.0%27%
Q4 '25+16.7%+19.3%+20.3%+21.4%+22.5%+23.5%
Q1 '26+19.3%+20.3%+21.4%+22.5%+23.5%