Microsoft records $3.2 billion gain on Anthropic investment in fiscal fourth quarter

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Microsoft recorded a $3.2 billion gain on its Anthropic investment in the fiscal fourth quarter ended June 30, boosting diluted earnings per share by 33 cents. The company invested $5 billion in Anthropic in November 2025 as part of an agreement under which Anthropic also committed to buy $30 billion in Azure services. In contrast, Microsoft marked down its OpenAI investment by about $600 million in the same quarter, reducing diluted EPS by roughly 7 cents. For the full fiscal year, the OpenAI investment generated a $5 billion gain and added $0.67 to EPS, while Microsoft reported total annual revenue of $331.8 billion and net income of $133.7 billion.

Impact on stocks 1

Artificial Intelligence▲ · 1 stocks

Theme Impact 3

Off-coverage companies 2

AnthropicPrivate± Mixed
Capitalrelevance

Anthropic is the investee; the gain is on Microsoft's books, not directly affecting Anthropic's valuation.

OpenAIPrivate▼ Negative
Capitalrelevance

Microsoft marked down its OpenAI investment by $600M, reducing EPS by 7 cents.

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