Pattern file
Satya Nadella
Chairman and CEO, Microsoft
Form 4, 10-Q/10-K, earnings calls, annual letter
Lifetime record
No receipts yet. The record opens the day their words and a document first meet.
No receipts on Satya Nadella yet. The file opens the day their words and filings first meet. Their disclosures are on the desk.
The playbook
Every quarter he puts a number on AI: revenue run rates, customer counts, capacity. Microsoft's 10-Q then reports segments and capital spending with dates. That is a say/do pair on a fixed schedule, four times a year.
His Form 4s are frequent, two in the first days of September 2026 alone, and mostly scheduled. The footnotes carry the plan dates and they are read before anything is called a signal.
The company also files its biggest commitments: the OpenAI arrangements, the data centre leases, the capital budget. A public claim about any of them has a document to meet.
What we're watching
- Quarterly AI revenue and capacity claims on each call, against the 10-Q segment and capex lines.
- Ongoing Form 4s as they land, plan dates noted.
- Ongoing Statements about OpenAI or capacity commitments, against what Microsoft files about them.
