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AI summary of the reporting below · Updated · How we work
Microsoft disclosed Azure's quarterly revenue in direct dollar terms for the first time, reporting $33.2 billion for the July–September quarter. The figure marks a 48% increase from a year earlier, topping analyst expectations of $32.3 billion as well as the company's prior growth forecast of 44% to 45%. Overall quarterly revenue reached $92.3 billion, with Azure accounting for roughly 36% of the company total. [1][2]
The revelation arrived alongside a restructuring of Microsoft's business into two segments, placing Azure within the new Agents and Infra division, which generated $76.8 billion. Company executives noted that strong customer demand outpaced supply, even as delays from third-party data center deliveries held quarterly capital spending to $45.2 billion against an anticipated $50 billion. CFO Amy Hood said engineering efforts to resell unused capacity helped offset those infrastructure delays. [1][2]
Reporting the exact dollar amount gives investors a clearer comparison against major cloud rivals. Alphabet posted $30.7 billion in Google Cloud revenue for the same quarter, trailing Azure in total revenue but doubling its sales from a year earlier. Microsoft expects Azure growth to reach 49% to 50% excluding currency shifts in the following quarter as the buildout continues. [1][2]
Microsoft's Azure cloud business brought in $33.2 billion in the September quarter, up 48%, the first time the company has reported Azure's quarterly revenue. Total revenue rose 19% to $92.3 billion, while capital spending of $45.2 billion came in below Microsoft's forecast of more than $50 billion.
via GeekWire
Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the biggest competitor in the market, AWS.
via TechCrunch