Claimant scorecard · AERS v2.1 · Calibrating
Microsoft
1 claim tracked in the Responsibility Ledger. 1 pending grade.
AERS
—
Insufficient closed grades
Pending
1
Open horizons
Closed
0
Graded outcomes
First tracked
Apr 30, 2026
Open horizons
Microsoft: AI revenue run rate reaches $37 billion, up 123% year over year
Invalidator — Microsoft's fiscal Q4 2026 earnings (due July 2026) or subsequent disclosures show annualized AI revenue materially below $35 billion, or investigative reporting from Bloomberg, The Information, or Wall Street Journal reveals that the $37 billion run rate included non-AI cloud revenue or was calculated using a methodology Microsoft later revised.
About this scorecard
The AI Execution Risk Score (AERS) is a 0-100 metric quantifying the gap between Microsoft’s public AI claims and demonstrated delivery. Higher AERS = stronger track record. Each claim above is drawn from a primary source linked in the original Ledger entry; the horizon date is when the claim becomes graded under the published methodology. Materiality is the editor’s assessment of the claim’s formality from 1 (PR statement) to 5 (earnings call or SEC filing).
AERS v2.1 · Methodology in active calibration · Not investment advice.