Microsoft Reports $33.2 B in Azure Revenue, Up 48% YoY
Current overview (not historical)
Microsoft disclosed that Azure generated $33.2 billion in actual revenue for fiscal Q3 2026, a 48% year‑over‑year increase and $850 million above analyst expectations of $32.3 billion. The cloud platform now accounts for 36% of the company’s total revenue, making it Microsoft’s largest and fastest‑growing product line. The announcement follows a streak of ten consecutive quarters of record‑breaking revenue for Microsoft, underscoring the continued dominance of Azure in the company’s financial performance. Analysts note that the strong growth reflects expanding demand for cloud services and AI‑powered workloads, while the higher-than‑expected figure suggests that Microsoft’s pricing and adoption strategies are resonating with enterprise customers.
Written with AI from the reporting · updated 10/28/2026
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- 1Unclassified fact stationOct 29, 00:00recorded Oct 29, 06:19single sourcerevised
Microsoft 透露 Azure 实际营收 33.2亿美元
Read original source ↗ TechCrunch · AIReplay this moment in the explorerEvidence & revisions · 1 source records
- Subject：
- microsoft
- Action：
- 披露季度营收
- Object：
- Azure 云服务
- Occurred (fact side)：
- Oct 29, 00:00
- Published (valid side)：
- Oct 29, 05:58
- First seen (known side)：
- Oct 29, 06:19
Fact stationSingle source · one-sided claimRevisedCopy may have been revised later; time replay is bounded. Layer labels group reading only, not causation between layers.
- 2Unclassified fact stationOct 28, 00:00recorded Oct 29, 06:19single sourcerevised
Microsoft recorded $10 billion in revenue from OpenAI
Read original source ↗ TechCrunch · AIReplay this moment in the explorerEvidence & revisions · 1 source records
- Subject：
- microsoft
- Action：
- recorded revenue
- Object：
- OpenAI
- Occurred (fact side)：
- Oct 28, 00:00
- Published (valid side)：
- Oct 29, 05:34
- First seen (known side)：
- Oct 29, 06:19
Fact stationSingle source · one-sided claimRevisedCopy may have been revised later; time replay is bounded. Layer labels group reading only, not causation between layers.
- 3Unclassified fact stationOct 28, 00:00recorded Oct 29, 06:19single sourcerevised
Microsoft 连续10个季度创历史营收新高
Read original source ↗ TechCrunch · AIReplay this moment in the explorerEvidence & revisions · 1 source records
- Subject：
- microsoft
- Action：
- 发布财报
- Object：
- 公司整体营收与净利润
- Occurred (fact side)：
- Oct 28, 00:00
- Published (valid side)：
- Oct 29, 05:25
- First seen (known side)：
- Oct 29, 06:19
Fact stationSingle source · one-sided claimRevisedCopy may have been revised later; time replay is bounded. Layer labels group reading only, not causation between layers.
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- TechCrunch · AISelectedRelated fact: single sourceSource report revisedMicrosoft Reveals Azure Generated $33.2 B in Q3, Outpacing Google Cloud
Report first recorded Oct 29, 06:19
Microsoft disclosed that its Azure cloud platform earned $33.2 billion in revenue for the July–September quarter, a 48% year‑over‑year increase. This marks the first time Microsoft has reported Azure’s revenue in dollars, allowing a direct comparison with Amazon Web Services and Google Cloud. In the same period, Alphabet reported $30.7 billion for Google Cloud, while AWS continues to lead the market but has not yet released dollar‑level figures. Azure’s revenue now accounts for roughly 36% of Microsoft’s $92.3 billion quarterly revenue, surpassing analyst expectations of $32.3 billion and exceeding the growth rate forecast by CFO Amy Hood. The disclosure places Azure as Microsoft’s largest and fastest‑growing product line and signals a more transparent race among the top cloud providers.
Read original source ↗ - TechCrunch · AISelectedRelated fact: single sourceSource report revisedMicrosoft Earns $10 B from OpenAI in Q3 2026, 11% of Total Revenue
Report first recorded Oct 29, 06:19
Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended September 30, 2026, according to a regulatory filing. That figure represents almost 11% of Microsoft’s $92.3 billion quarterly revenue. For the full 2026 fiscal year, revenue from OpenAI totaled $24.1 billion, implying an annualized rate of about $40 billion if the current pace continues. Microsoft also disclosed $7.2 billion in outstanding receivables from OpenAI as of September 30, up from $6 billion at the end of June. The source of the revenue—whether from revenue‑sharing payments, Azure cloud services, or other commercial arrangements—has not been clarified. OpenAI has committed to continue sharing revenue with Microsoft through 2030 under a capped agreement, while also agreeing to purchase an additional $250 billion in Azure services as part of an October 2025 deal. Microsoft’s ownership stake in OpenAI fell from about 25% in June to 24% in September, part of a gradual decline following the October 2025 recapitalization.
Read original source ↗ - TechCrunch · AISelectedRelated fact: single sourceSource report revisedMicrosoft Posts 10th Consecutive Quarter of Record Revenue
Report first recorded Oct 29, 06:19
Microsoft announced quarterly revenue of $92.3 billion, up 19% from the same period a year earlier, marking the tenth straight quarter of record‑breaking sales. Net income rose 32% to $36.6 billion. The surge was driven largely by Microsoft Cloud, which generated $63.9 billion—30% higher YoY—comprising $33.2 billion from Azure and $10 billion from OpenAI services. Microsoft 365 contributed nearly $28 billion. Devices and Consumer revenue fell 3% to $15.5 billion, with Windows OEM and device sales down 22%. Capital expenditures hit $45.2 billion, a new quarterly high, and commercial remaining performance obligations increased 73% to $677 billion, reflecting future AI‑related contracts.
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- 10Oct 29, 07:00
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