Sells Windows, Office, and the Azure cloud; the largest backer of OpenAI and a leader in embedding AI ("Copilot") across its products.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 66 | AMBER–RED (~62–70) |
| Capex-vs-Demand Gap | 77 | RED (~75–80) |
| Insider-Selling Intensity | 30 | GREEN–AMBER (~25–35) |
| Financing Opacity / Circular Leverage | 80 | RED (~75–85) |
| Energy & Diminishing Returns | 50 | AMBER (~45–55) |
| Organic End-User Demand / Commercial RPO | 60 | AMBER–RED (~55–65) |
Q. Microsoft extended server useful lives from 4 to 6 years in FY2023. What is the cumulative benefit to reported earnings since that change, and how does it change if you model Amazon's 5-year precedent?
A. The change added ~$3.7B/yr to operating income in FY2023 on the then-existing asset base. As the asset base has grown dramatically (FY2025 capex: $64.6B), the ongoing annual benefit is likely larger. Under Amazon's 5-yr model, MSFT's depreciation schedule would shift upward by approximately 1/5 of net PP&E — representing a substantial earnings headwind. The exact number is NOT SOURCED (requires MS
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
2026-07-29 · ·
Watching: Depreciation integrity, Capex vs demand, Circular financing, Organic demand before the print.
Score 30.0/100 from the engine.
Discretionary (no-plan) selling on the recent record: $7,267,174.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Althoff Judson | CEO Microsoft Commerci | 2026-08-05 | Sale | $4,878,930 | discretionary |
| Numoto Takeshi | EVP, Chief Marketing O | 2026-08-04 | Sale | $2,388,244 | discretionary |
| Coleman Amy | EVP, Chief Human Resou | 2026-07-15 | Tax withholding | $12,450 | — |
| Jolla Alice L. | Chief Accounting Offic | 2026-06-15 | Award | — | — |
| Coleman Amy | EVP, Chief Human Resou | 2026-06-15 | Tax withholding | $14,045 | — |
EDGAR Form 4, parsed structured · last 5 txns · asof 2026-08-08 · refreshes off the Form-4 event class
| Announced cuts (2026) | 4,800 |
| Date | 2026-04 |
| Confidence | high |
| Attribution | AI-DRIVEN |
| Driver | capex-offset |
| Source | company/press |
States cuts are NOT direct AI replacement, but restructuring runs alongside tens of $B AI/DC capex; 4k+ redeployed. Our aggressive read, held pending contrary data.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.