AI REVENUE WARS ● 2026-10-30

Explorer

Microsoft Azure

public segment · Cloud infrastructure · part of Microsoft (consolidated)Microsoft disclosed Azure only as a growth rate until it began tagging Azure revenue in dollars; dollar values exist only for the periods it tagged.

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

Growth-only disclosures

  • Azure: +48% YoY, FY2027 Q1 (period ending 2026-09-30) — source reported
  • Azure and other cloud services: +43% YoY, FY2026 Q4 (period ending 2026-06-30) — source reported
  • Azure and other cloud services: +40% YoY, FY2026 Q3 (period ending 2026-03-31) — source reported
  • Azure and other cloud services: +39% YoY, FY2026 Q2 (period ending 2025-12-31) — source reported
  • Azure and other cloud services: +40% YoY, FY2026 Q1 (period ending 2025-09-30) — source reported
  • Azure and other cloud services: +39% YoY, FY2025 Q4 (period ending 2025-06-30) — source reported
  • Azure and other cloud services: +33% YoY, FY2025 Q3 (period ending 2025-03-31) — source reported
  • Azure and other cloud services: +31% YoY, FY2025 Q2 (period ending 2024-12-31) — source reported
  • Azure and other cloud services: +33% YoY, FY2025 Q1 (period ending 2024-09-30) — source reported
  • Azure and other cloud services: +29% YoY, FY2024 Q4 (period ending 2024-06-30) — source reported
  • Azure and other cloud services: +31% YoY, FY2024 Q3 (period ending 2024-03-31) — source reported
  • Azure and other cloud services: +30% YoY, FY2024 Q2 (period ending 2023-12-31) — source reported
  • Azure and other cloud services: +29% YoY, FY2024 Q1 (period ending 2023-09-30) — source reported
  • Azure and other cloud services: +26% YoY, FY2023 Q4 (period ending 2023-06-30) — source reported
  • Azure and other cloud services: +27% YoY, FY2023 Q3 (period ending 2023-03-31) — source reported
  • Azure and other cloud services: +31% YoY, FY2023 Q2 (period ending 2022-12-31) — source reported
  • Azure and other cloud services: +35% YoY, FY2023 Q1 (period ending 2022-09-30) — source reported

The company reports these lines as growth rates without dollar values.

All observations (19)

PeriodMetricValueYoYQualityHowSource
Q? FY · 2026-07-01→2026-09-30filed revenue$33.16B+48.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductOrServiceAxis=AzureMember.
10-Q
Q1 FY2027 · →2026-09-30growth onlyAzure—+48.0%reportedreported
“Azure revenue growth of 48%”
New segment structure from FY2027 Q1; Azure revenue $33.17B.
Microsoft
Q4 FY2026 · →2026-06-30growth onlyAzure and other cloud services—+43.0%reportedreported
“Azure and other cloud services revenue growth of 43%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q3 FY2026 · →2026-03-31growth onlyAzure and other cloud services—+40.0%reportedreported
“Azure and other cloud services revenue growth of 40%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q2 FY2026 · →2025-12-31growth onlyAzure and other cloud services—+39.0%reportedreported
“Azure and other cloud services revenue growth of 39%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q? FY · 2025-07-01→2025-09-30filed revenue$22.38B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductOrServiceAxis=AzureMember.
10-Q
Q1 FY2026 · →2025-09-30growth onlyAzure and other cloud services—+40.0%reportedreported
“Azure and other cloud services revenue growth of 40%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q4 FY2025 · →2025-06-30growth onlyAzure and other cloud services—+39.0%reportedreported
“Azure and other cloud services revenue growth of 39%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q3 FY2025 · →2025-03-31growth onlyAzure and other cloud services—+33.0%reportedreported
“Azure and other cloud services revenue growth of 33%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q2 FY2025 · →2024-12-31growth onlyAzure and other cloud services—+31.0%reportedreported
“Azure and other cloud services revenue growth of 31%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q1 FY2025 · →2024-09-30growth onlyAzure and other cloud services—+33.0%reportedreported
“Azure and other cloud services revenue growth of 33%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q4 FY2024 · →2024-06-30growth onlyAzure and other cloud services—+29.0%reportedreported
“Azure and other cloud services revenue growth of 29%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q3 FY2024 · →2024-03-31growth onlyAzure and other cloud services—+31.0%reportedreported
“Azure and other cloud services revenue growth of 31%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q2 FY2024 · →2023-12-31growth onlyAzure and other cloud services—+30.0%reportedreported
“Azure and other cloud services revenue growth of 30%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q1 FY2024 · →2023-09-30growth onlyAzure and other cloud services—+29.0%reportedreported
“Azure and other cloud services revenue growth of 29%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q4 FY2023 · →2023-06-30growth onlyAzure and other cloud services—+26.0%reportedreported
“Azure and other cloud services revenue growth of 26%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q3 FY2023 · →2023-03-31growth onlyAzure and other cloud services—+27.0%reportedreported
“Azure and other cloud services revenue growth of 27%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q2 FY2023 · →2022-12-31growth onlyAzure and other cloud services—+31.0%reportedreported
“Azure and other cloud services revenue growth of 31%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft
Q1 FY2023 · →2022-09-30growth onlyAzure and other cloud services—+35.0%reportedreported
“Azure and other cloud services revenue growth of 35%”
Microsoft reports Azure growth as a percentage; dollars only from FY2027 Q1.
Microsoft