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Microsoft discloses Azure quarterly revenue of $33.2 billion for the first time, up 48% year over year

1 fonte(s) · 1 atualização(ões) · publicado 28/10/2026 18:58 · coletado há 4 dias

Microsoft reported for the first time Azure's quarterly revenue in dollars: $33.2 billion for the July–September quarter, up 48% from a year earlier. The figure allows direct comparison with Amazon Web Services and Google Cloud, whose parent companies already report cloud revenue in dollars. Alphabet reported Google Cloud revenue of $30.7 billion for the same quarter, slightly below Azure, though Google Cloud grew roughly twice as fast. Azure represented about 36% of Microsoft's $92.3 billion quarterly revenue and beat analyst expectations of $32.3 billion. This is business and earnings news with no direct security threat or defender action.

Detalhes técnicos

  • Azure now sits in the new Agents and Infra segment, which groups Azure with Microsoft 365's cloud business and brought in $76.8 billion, up 25% year over year.
  • Microsoft CFO Amy Hood had forecast 44% to 45% Azure growth on the July earnings call; actual growth was 48%.
  • Amazon is due to report AWS results on Thursday.

Linha do tempo

  1. techcrunch.com ↗ · pub. 28/10/2026 18:58 · coletado 28/10 19:00 primeiro registro

    Microsoft discloses Azure quarterly revenue of $33.2 billion for the first time, up 48% year over year

    ler a análise desta fonte

    Microsoft reported for the first time Azure's quarterly revenue in dollars: $33.2 billion for the July–September quarter, up 48% from a year earlier. The figure allows direct comparison with Amazon Web Services and Google Cloud, whose parent companies already report cloud revenue in dollars. Alphabet reported Google Cloud revenue of $30.7 billion for the same quarter, slightly below Azure, though Google Cloud grew roughly twice as fast. Azure represented about 36% of Microsoft's $92.3 billion quarterly revenue and beat analyst expectations of $32.3 billion. This is business and earnings news with no direct security threat or defender action.

    Technical Details

    • Azure now sits in the new Agents and Infra segment, which groups Azure with Microsoft 365's cloud business and brought in $76.8 billion, up 25% year over year.
    • Microsoft CFO Amy Hood had forecast 44% to 45% Azure growth on the July earnings call; actual growth was 48%.
    • Amazon is due to report AWS results on Thursday.