Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest
Microsoft Cloud revenue reached $59.3 billion, up 27 percent year-over-year, and its Azure business revenue grew 43 percent.Meanwhile, Microsoft 365 Copilot's paid user base increased 50 percent from the previous quarter. And net income was $35.8 billion (+31 percent), for diluted earnings per share of $4.81 (+32 percent).Microsoft's investment in Anthropic accounted for a gain of about $3.2 billion this quarter. During Microsoft's investor conference call, CFO Amy Hood said that about two-thirds of the company's capex took the form of short-lived assets like CPUs and GPUs.
- ▪Microsoft Cloud revenue reached $59.3 billion, up 27 percent year-over-year, and its Azure business revenue grew 43 percent.Meanwhile, Microsoft 365 Copilot's paid user base increased 50 percent from the previous quarter.
- ▪And net income was $35.8 billion (+31 percent), for diluted earnings per share of $4.81 (+32 percent).Microsoft's investment in Anthropic accounted for a gain of about $3.2 billion this quarter.
- ▪During Microsoft's investor conference call, CFO Amy Hood said that about two-thirds of the company's capex took the form of short-lived assets like CPUs and GPUs.
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| Original publisher | The Register |
| Canonical URL | https://www.theregister.com/software/2026/07/30/microsoft-earnings-q4-26-cloud-brings-revenue-rain/5280798 |
| Publication time | Thu, 30 Jul 2026 01:17:56 +0200 |
| Retrieval time | 2026-07-30T02:08:20.952Z |
| Last seen | 2026-07-30T02:08:20.952Z |
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| Cluster | eM1TgBdugKiW · 1 stories |
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Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
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(function() { let windowUrl = window.location.href; windowUrl = windowUrl.substring(windowUrl.indexOf('?') + 1); let messageElement = document.querySelector('.shareableMessage'); if (windowUrl && windowUrl.includes('code') && windowUrl.includes('expires')) { messageElement.style.display = 'block'; } })(); SOFTWARE Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest Capex spending? What? Me worry? Thomas Claburn Thomas Claburn AI AND SOFTWARE REPORTER Published thu 30 Jul 2026 // 00:17 UTC Microsoft on Wednesday reported $90 billion in revenue for the quarter ended June 30, an increase of 18 percent, lifting its stock more than 7 percent in after hours trading.The cash intake was more than Wall Street analysts anticipated, and showed up where it counted – the…
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