What happened
Microsoft reported $90 billion in revenue for the April-through-June quarter, up 18% from a year earlier. Microsoft Cloud revenue reached $59.3 billion, Azure and other cloud-services revenue rose 43%, and the company said Microsoft 365 Copilot had more than 30 million paid seats.
What Microsoft reported
The company posted quarterly revenue of $90 billion and earnings per share of $4.81, both above the consensus figures cited by the Associated Press. Revenue for the full fiscal year reached $331.8 billion.
Cloud and AI are increasingly linked
Microsoft Cloud revenue rose to $59.3 billion, while Azure and other cloud-services revenue increased 43%. The company also said Microsoft 365 Copilot passed 30 million paid seats, offering a concrete adoption measure beyond broad claims about AI interest.
Growth comes with a large bill
Microsoft's capital expenditures rose sharply as it added data-center capacity and computing equipment. That spending can support future demand, but much of the hardware must eventually be replaced. Investors should separate strong current revenue from the still-developing return on each new dollar of AI infrastructure.
Reporting used for this story
- Microsoft beats Wall Street expectations with $90B in revenueAssociated Press · 2026-07-29T21:20:50Z
- Meta and Microsoft report ballooning AI expensesAxios · 2026-07-29T20:39:54Z
- Microsoft announces quarterly earnings release dateMicrosoft · 2026-07-08
This is an unpublished reporting draft assembled from the cited sources for human editorial review.