Azure revenue tops forecasts, reaching $33.2 billion
Microsoft says Azure generated $33.2 billion in the July‑September quarter, a 48% increase from a year earlier and about $850 million above analysts’ expectations. The cloud service represented roughly 36% of Microsoft’s total quarterly revenue of $92.3 billion, keeping it ahead of Google Cloud, which reported $30.7 billion for the same period.
Key facts
- Microsoft’s Agents and Infra segment, which includes Azure, posted $76.8 billion in revenue, up 25% year on year.
- Analysts expect Amazon’s AWS to grow when the company reports earnings on Thursday.
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Why it matters
The results highlight Microsoft’s accelerating cloud business and its competitive edge over rivals.
What changed
First published from CNBC and TechCrunch