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CLAIM #44935 · Microsoft Corporation (MSFT) · 2026Q3 earnings call · Apr 29, 2026 · due Jun 30, 2026

For LinkedIn, we expect revenue growth of approximately 10%.

Amy Hood · CFO

PENDING
graded after results covering Jun 30, 2026 are reported

How to check this claim

Look at: LinkedIn segment revenue growth, year-over-year, for fiscal Q4

It came true if: Growth rate between 9% and 11%

Where: Microsoft quarterly earnings release / 10-K segment disclosure (LinkedIn revenue)

In context

e recognition. On a reported basis, we expect revenue growth to be between 13 and 14% in constant currency. Building on the Copilot momentum we saw in Q3, we expect net paid seat adds to increase sequentially, which will drive continued ARPU growth. Microsoft 365 Commercial products revenue should grow in the mid-single digits against a prior year that benefited from higher-than-expected Office 2024 transactional purchasing. As a reminder, Microsoft 365 Commercial products includes components that can be variable due to in-period revenue recognition dynamics. Microsoft 365 Consumer cloud revenue growth should be in the low 20% range, down sequentially as we start to lap the benefit from last year's price increase. Growth will again be driven by ARPU and an increase in subscription volume. For LinkedIn, we expect revenue growth of approximately 10%. In Dynamics 365, we expect revenue growth to be in the low double digits, down sequentially with impact from a strong prior-year comparable and the bookings trends noted earlier. For Intelligent Cloud, we expect revenue of $37.95 to $38.25 billion or growth of 27% to 28%. In Azure, we continue to focus on accelerating the delivery of capacity and increasing fleet efficiencies. Therefore, we expect Q4 revenue growth to be between 39 and 40% in constant currency against a strong prior-year comparable that included accelerating growth. Broad and growing customer demand continues to exceed supply, and we continue to balance the incoming supply we can allocate here against our other high-ROI priorities: first-party applications, R&D, and end-of-life server replacement. As a reminder, year-over

Verify independently

SEC filings for MSFT · Claim quote is verbatim from the 2026Q3 earnings call.