Fall 2026
Posted on 8/4/2026
Develops software, OS, and cloud services
$32.83 - $64.67/hr
Company Historically Provides H1B Sponsorship
Redmond, WA, USA
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Microsoft develops software, devices, and cloud services. Windows is an operating system that runs on personal computers, Office provides productivity apps, and Azure offers cloud computing and developer tools. The company differentiates itself with a large, integrated ecosystem of software, devices, and services, plus long-standing partnerships with PC makers and a broad enterprise footprint. Its goal is to put a computer on every desk and in every home, and to extend that reach through cloud services, professional networking (LinkedIn), and gaming.
Company Size
10,001+
Company Stage
IPO
Headquarters
Redmond, Washington
Founded
1975
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Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Professional Development Budget
Conference Attendance Budget
Flexible Work Hours
Remote Work Options
Dan Niles, founder of Niles Investment Management, has turned bullish on Microsoft following the dissolution of Leopold Aschenbrenner's Situational Awareness hedge fund. Niles told CNBC the fund's exit removed a key market overhang he had been monitoring, resolving concerns about a potential AI pullback. Niles highlighted Microsoft's Azure cloud service, which posted 43% growth in the recent quarter, accelerating by 4 percentage points. Microsoft reported 18% year-over-year revenue growth overall, with commercial bookings up 84%. Nearly 90% of cloud revenue came from customers outside frontier AI companies, reducing reliance on OpenAI. However, risks remain. Microsoft's AI infrastructure spending has pressured free cash flow, and operating margins are expected to decline. Competition from Google Cloud is intensifying.
Microsoft's Azure crossed $100 billion in annual revenue, accelerating to 43% year-over-year growth in Q4. The company guided Q1 FY27 Azure growth to 45% in constant currency. Fiscal Q4 2026 delivered $90.01 billion in revenue, up 17.75% year-over-year, with non-GAAP diluted EPS of $4.74. Intelligent Cloud generated $39.31 billion in revenue, up 32%. Microsoft's commercial remaining performance obligations reached $678 billion, up 84% year-over-year, representing signed customer commitments. Microsoft 365 Copilot has grown to over 30 million paid seats. FY26 capital expenditure surged 110% to $116 billion, whilst free cash flow fell 6%. Operating cash flow grew 30% in the quarter to $55.4 billion. The company maintains a return on invested capital of 22% and an operating margin of nearly 47%.
Darktrace has been selected by Microsoft as one of the first cybersecurity companies to integrate risk signals into the Microsoft Agent 365 portal. Through this integration, Darktrace / SECURE AI will derive behavioral risk signals from each customer's Unique Behavioral Profile and surface them within Agent 365. The integration helps customers understand which AI agents exist, their permissions, and whether their behaviour aligns with normal organisational operations. Customers will view Darktrace-reported risk signals alongside Microsoft signals in a single interface. Darktrace / SECURE AI is part of the Darktrace Behavioral Defense Platform, which provides unified visibility and continuous behavioural monitoring across AI, people and infrastructure. The platform uses Adaptive AI to learn organisational behaviour patterns and identify agent activity indicating potential compromise, manipulation or misconfiguration. Darktrace protects nearly 10,000 customers globally across major industries.
Goldman Sachs has added Microsoft to its US Conviction List with a $640 price target, removing Broadcom and ServiceNow. The firm's bullish outlook hinges on Azure exceeding $100 billion in annual revenue and Copilot reaching 30 million paid seats. Microsoft reported fiscal Q4 revenue of $90.01 billion, up 17.8% year over year, with Azure growing 43%. Commercial remaining performance obligations surged 84% to $678 billion. However, FY2026 capital expenditure jumped 79.6% to $115.95 billion whilst free cash flow declined 6.5% to $66.99 billion. Goldman views Microsoft as ideally positioned as AI transitions from infrastructure to enterprise deployment. The stock trades at $487.65 and carries 54 Buy ratings with no Sells.
Microsoft is investing $10 billion in OpenAI, the artificial intelligence company behind ChatGPT. The investment builds on previous funding of $1 billion in 2019 and another round in 2021. The deal will give Microsoft access to OpenAI's advanced AI systems whilst providing OpenAI with cloud-computing power through Azure. Microsoft will receive nearly half of OpenAI's financial returns until its investment is repaid up to a predetermined cap. Microsoft plans to integrate OpenAI's technology across its products, including Bing search engine, Office applications, and Teams. Azure will remain OpenAI's exclusive cloud provider. The investment represents Microsoft's largest to date, surpassing its $5 billion AT&T investment in 1999. The announcement comes days after Microsoft revealed plans to lay off 10,000 workers.