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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73 Articles
Microsoft reports gains from cloud and AI investments
Microsoft beat analysts’ expectations in its latest quarterly report, saying Wednesday that the results were partly driven by its cloud and artificial intelligence divisions. The tech giant reported $90 billion in revenue and $35.8 billion in net income in the last quarter of its fiscal year which ended in June, potentially alleviating concerns from investors […]...Keep on reading: Microsoft reports gains from cloud and AI investments
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Microsoft reports record revenue as Cloud growth and AI adoption drive strong quarter
Microsoft reported a record $90 billion quarterly revenue, beating forecasts as Azure growth and AI adoption fueled strong results; Paid Microsoft 365 Copilot users surpassed 30 million, while Azure revenue topped $100 billion for the fiscal year
Microsoft Azure Revenue Surpasses $100 Billion for the First Time as AI Computing Demand Keeps Accelerating
Microsoft announced on Wednesday that its Azure cloud division surpassed £79 billion ($100 billion) in annual revenue for the first time, confirming that the company's immense artificial intelligence infrastructure investment is yielding tangible returns. The record-breaking revenue figures for Azure demonstrate a 43 per cent surge in the fiscal fourth quarter. This performance outpaced Wall Street estimates and demonstrated to investors that de…
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