BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//The Investment Log//Microsoft Catalysts//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:MSFT Catalysts - The Investment Log
X-WR-CALDESC:Catalysts to monitor for Microsoft (MSFT). From the deep dive at theinvestmentlog.com.
X-WR-TIMEZONE:America/Chicago
BEGIN:VEVENT
UID:msft-build-2026@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20260519
DTEND;VALUE=DATE:20260523
SUMMARY:MSFT - Microsoft Build 2026
DESCRIPTION:Annual developer conference. Expect MAI-1 model progression updates and Microsoft 365 Copilot announcements. Watch for any disclosures about the multi-model AI strategy.
LOCATION:Seattle, WA
URL:https://build.microsoft.com
END:VEVENT
BEGIN:VEVENT
UID:msft-fy2027-gilti-transition@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20260701
SUMMARY:MSFT - FY2027 GILTI rate transition begins
DESCRIPTION:OBBBA tax law change takes effect. Microsoft's GILTI rate drops to 14% from prior level. Expected $0.30+ EPS tailwind on roughly $54B of foreign income before tax.
END:VEVENT
BEGIN:VEVENT
UID:msft-q4-fy2026-earnings@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20260730
SUMMARY:MSFT - Q4 FY2026 Earnings
DESCRIPTION:First fiscal year-end with a full year of elevated AI CapEx run-rate. Full year RPO disclosure expected. Watch for Azure growth rate, cloud gross margin trend, and any new commentary on infrastructure utilization.
URL:https://www.microsoft.com/investor
END:VEVENT
BEGIN:VEVENT
UID:msft-q1-fy2027-earnings@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20261028
SUMMARY:MSFT - Q1 FY2027 Earnings
DESCRIPTION:First quarter under the new GILTI rate. Anthropic Azure compute consumption should begin showing through in Intelligent Cloud revenue. Watch for OpenAI partnership commentary.
URL:https://www.microsoft.com/investor
END:VEVENT
BEGIN:VEVENT
UID:msft-ignite-2026@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20261117
DTEND;VALUE=DATE:20261122
SUMMARY:MSFT - Microsoft Ignite 2026
DESCRIPTION:Annual enterprise customer conference. Expect new Azure AI infrastructure disclosures. Anthropic deal anniversary - watch for any expanded scope or new model availability.
LOCATION:Chicago, IL
URL:https://ignite.microsoft.com
END:VEVENT
BEGIN:VEVENT
UID:msft-2026-annual-meeting@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20261204
SUMMARY:MSFT - 2026 Annual Shareholders Meeting (estimated)
DESCRIPTION:Director elections, executive compensation advisory vote, auditor ratification, shareholder proposals. Approximate date based on prior year (December 5, 2025). Actual date will be set by Microsoft and disclosed in the proxy.
END:VEVENT
BEGIN:VEVENT
UID:msft-q2-fy2027-earnings@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20270127
SUMMARY:MSFT - Q2 FY2027 Earnings
DESCRIPTION:Mid-year read on Azure growth and cloud gross margin. First full quarter of the GILTI tax tailwind. Watch for any guidance on FY2027 CapEx normalization.
URL:https://www.microsoft.com/investor
END:VEVENT
BEGIN:VEVENT
UID:msft-himss-2027@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20270309
DTEND;VALUE=DATE:20270313
SUMMARY:MSFT - HIMSS 2027
DESCRIPTION:Annual healthcare IT conference. Expect Dragon Copilot expansion announcements. Watch for customer adoption metrics on Nuance integration and any healthcare-specific revenue disclosures.
LOCATION:Las Vegas, NV
URL:https://www.himssconference.com
END:VEVENT
BEGIN:VEVENT
UID:msft-q3-fy2027-earnings@theinvestmentlog.com
DTSTAMP:20260430T120000Z
DTSTART;VALUE=DATE:20270428
SUMMARY:MSFT - Q3 FY2027 Earnings
DESCRIPTION:Full year of the Anthropic deal flowing through Azure consumption. Watch for the year-over-year RPO change. Last quarter before fiscal year-end CapEx guidance updates.
URL:https://www.microsoft.com/investor
END:VEVENT
END:VCALENDAR