AI REVENUE WARS ● 2026-10-30

Explorer

Microsoft Cloud

public segment · Cloud infrastructure · part of Microsoft (consolidated)Microsoft's own aggregate: Azure and other cloud services, Microsoft 365 commercial cloud, Dynamics 365 and other commercial cloud. Not pure infrastructure; overlaps Azure and is not additive with it.

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.

All observations (29)

PeriodMetricValueYoYQualityHowSource
Q1 FY2027 · 2026-07-01→2026-09-30filed revenue$63.90B+30.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
FY2026 · 2025-07-01→2026-06-30filed revenue$214.40B+26.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q4 FY2026 · 2026-04-01→2026-06-30filed revenue$59.30B+27.0%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2026-07-29) minus nine-month year-to-date revenue (10-Q filed 2026-04-29). Q4 is not filed as a three-month figure. Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q3 FY2026 · 2026-01-01→2026-03-31filed revenue$54.50B+28.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q2 FY2026 · 2025-10-01→2025-12-31filed revenue$51.50B+25.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q1 FY2026 · 2025-07-01→2025-09-30filed revenue$49.10B+26.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
FY2025 · 2024-07-01→2025-06-30filed revenue$168.90B+22.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q4 FY2025 · 2025-04-01→2025-06-30filed revenue$46.70B+26.6%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-07-30) minus nine-month year-to-date revenue (10-Q filed 2025-04-30). Q4 is not filed as a three-month figure. Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q3 FY2025 · 2025-01-01→2025-03-31filed revenue$42.40B+20.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q2 FY2025 · 2024-10-01→2024-12-31filed revenue$40.90B+21.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q1 FY2025 · 2024-07-01→2024-09-30filed revenue$38.90B+21.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
FY2024 · 2023-07-01→2024-06-30filed revenue$137.40B+23.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q4 FY2024 · 2024-04-01→2024-06-30filed revenue$36.80B+21.4%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Derived: fiscal-year revenue (10-K filed 2024-07-30) minus nine-month year-to-date revenue (10-Q filed 2024-04-25). Q4 is not filed as a three-month figure. Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q3 FY2024 · 2024-01-01→2024-03-31filed revenue$35.10B+23.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q2 FY2024 · 2023-10-01→2023-12-31filed revenue$33.70B+24.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q1 FY2024 · 2023-07-01→2023-09-30filed revenue$31.80B+23.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
FY2023 · 2022-07-01→2023-06-30filed revenue$111.60B+22.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q4 FY2023 · 2023-04-01→2023-06-30filed revenue$30.30B+20.7%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-07-27) minus nine-month year-to-date revenue (10-Q filed 2023-04-25). Q4 is not filed as a three-month figure. Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q3 FY2023 · 2023-01-01→2023-03-31filed revenue$28.50B+21.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q2 FY2023 · 2022-10-01→2022-12-31filed revenue$27.10B+22.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q1 FY2023 · 2022-07-01→2022-09-30filed revenue$25.70B+24.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
FY2022 · 2021-07-01→2022-06-30filed revenue$91.20B+32.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q4 FY2022 · 2022-04-01→2022-06-30filed revenue$25.00B+28.2%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Derived: fiscal-year revenue (10-K filed 2022-07-28) minus nine-month year-to-date revenue (10-Q filed 2022-04-26). Q4 is not filed as a three-month figure. Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q3 FY2022 · 2022-01-01→2022-03-31filed revenue$23.40B+32.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q2 FY2022 · 2021-10-01→2021-12-31filed revenue$22.10B+32.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
Q1 FY2022 · 2021-07-01→2021-09-30filed revenue$20.70B+36.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q
FY2021 · 2020-07-01→2021-06-30filed revenue$69.10B+33.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q4 FY2021 · 2021-04-01→2021-06-30filed revenue$19.50B—verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2022-07-28) minus nine-month year-to-date revenue (10-Q filed 2022-04-26). Q4 is not filed as a three-month figure. Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-K
Q3 FY2021 · 2021-01-01→2021-03-31filed revenue$17.70B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: ProductsOrServicesSecondaryCategorizationAxis=MicrosoftCloudMember.
10-Q