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Microsoft cloud results and AI investment

This dossier follows Microsoft's cloud revenue and investment supporting its AI business, including reporting periods and limits.

Last updated : 1 key moments

Where things stand

As of 29 October 2026, Microsoft reports quarterly revenue of $92.3 billion and 48% year-on-year Azure growth.

Microsoft: Azure grows 48%, revenue reaches $92.3 billion

Microsoft reported revenue of $92.3 billion on 28 October 2026 for the quarter ended 30 September, up 19% year on year. Azure, its cloud platform that hosts AI services among other offerings, grew 48%.

Microsoft logo
Microsoft logo, used for identification. — Microsoft, Wikimedia Commons — domaine public / CC0.

Net income reached $36.6 billion. Microsoft Cloud overall generated $63.9 billion in revenue, up 30% year on year. Those businesses include services beyond AI, so their revenue is not a standalone measure of artificial-intelligence sales.

Management expects Azure growth of at least 49% in the following quarter, AFP reports. That remains a forecast. The release covers Microsoft's fiscal 2027 first quarter, rather than activity taking place in calendar 2027.

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