For the first time, Microsoft disclosed Azure's quarterly revenue in dollars, at $33.2 billion for the July–September quarter, up 48% from a year earlier. The figure lets investors compare Azure more directly with Amazon Web Services and Google Cloud, whose parent companies already report cloud revenue in dollars each quarter. Google Cloud brought in $30.7 billion in the same quarter, putting Azure slightly ahead, though Google Cloud grew about twice as fast, according to TechCrunch's calculations. Azure accounted for roughly 36% of Microsoft's $92.3 billion in quarterly revenue and beat analysts' expectations of $32.3 billion by about $850 million. Azure sits in the new Agents and Infra segment, which brought in $76.8 billion, up 25%.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion
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Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/28/2026 | 530.83 |
| Change that session | -0.09% |
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