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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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31 Articles

Washington Top NewsWashington Top News
+3 Reposted by 3 other sources
Center

Microsoft beats Wall Street expectations with $90B in revenue

Microsoft posted strong results for its quarterly earnings on Wednesday, beating expectations and showing strong growth in its cloud computing platform and a…

·Chevy Chase, United States
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Lean Right

Microsoft had revenue of 591.1 billion kroner in the fourth quarter and a profit of 206.9 billion kroner.

·Borås, Sweden
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Lean Left

Microsoft achieved above expectations in the fourth quarter of its offbeat fiscal year (April to June), still driven by cloud cloud and artificial intelligence (AI), which continues to grow.

·Montreal, Canada
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Lean Left

Its cloud platform Azure has provided the company with more than $100 billion in revenue

·Madrid, Spain
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Lean Right

According to Group CEO Satya Nadela, Azure sales exceeded the 100 billion dollar mark for the first time. Investors were optimistic about the figures.

·Düsseldorf, Germany
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Reuters broke the news in London, United Kingdom on Wednesday, July 29, 2026.
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