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Microsoft beats Q4 cloud expectations as full-year Azure revenue tops $100 billion
Azure revenue rose 43% as Microsoft said AI demand helped lift quarterly cloud sales to $59.3 billion.
- On Wednesday, July 29, 2026, Microsoft reported fourth-quarter revenue of $90.01 billion, up 18% year-over-year, as Azure and other cloud services revenue climbed 43%.
- Microsoft CEO Satya Nadella said Azure revenue surpassed $100 billion this year for the first time, while Microsoft 365 Copilot reached over 30 million paid seats, exceeding analyst expectations.
- Capital expenditures for the April-June quarter reached $41 billion, up more than 70% from last year, while Microsoft returned $10.2 billion to shareholders through dividends and buybacks.
- Cloud growth faces capacity constraints expected to persist through 2026, even as rival Google Cloud reported an 82% revenue increase last week, intensifying competitive pressure for Big Tech.
- Microsoft is diversifying its AI supplier base by integrating Anthropic and Mistral models while balancing Copilot services with Azure commitments amid $190 billion in forecasted annual spending.
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Microsoft’s cloud accelerates to fastest growth since 2022
Microsoft Corp’s cloud unit grew at the fastest clip in four years and the pace is accelerating, suggesting the company’s artificial intelligence (AI) and computing services are making inroads with customers.Azure cloud revenue rose 43 percent during the fiscal fourth quarter, the company said in a
·Taipei, Taiwan
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Microsoft was among the winners on the New York stock exchanges on Thursday. The tech and software giant once again did good business with its cloud services last quarter due to high demand for AI services and saw revenue and profit rise. The company also expects revenue from its Azure cloud platform to exceed the $100 billion mark for the first time this year. The stock rose more than 12 percent.
·Apeldoorn, Netherlands (Kingdom of the)
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Coverage Details
Total News Sources126
Leaning Left20Leaning Right16Center37Last UpdatedBias Distribution51% Center
Bias Distribution
- 51% of the sources are Center
51% Center
L 27%
C 51%
R 22%
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