Anthropic Now Makes Its Own Spreadsheet Software. Here's What I'd Do With Microsoft Stock.

Key takeaways

• Microsoft (MSFT) sells Excel as part of Microsoft 365, a business that pulled in about $111 billion in revenue for the software giant's fiscal 2026, which ended June 30.
• Microsoft 365's commercial and consumer businesses brought in around a third of the $332 billion of revenue Microsoft reported for fiscal 2026.
• In the fiscal first quarter of 2027 (from July through September 2026), Microsoft 365 cloud revenue rose 17% year over year to $27.8 billion, or around 30% of total revenue.