GoKawiilMicrosoft discloses Azure's exact revenue for first time: $33.2 billion
In its latest quarterly earnings, Microsoft broke with longstanding practice and disclosed Azure's actual dollar revenue for the July-September quarter: $33.2 billion, up 48% year-over-year. That figure beat analyst expectations of $32.3 billion and exceeded CFO Amy Hood's earlier guidance of 44-45% growth, edging out Google Cloud's reported $30.7 billion for the same period.
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By finally reporting a hard dollar figure instead of vague percentages, Microsoft allows investors to directly compare Azure against AWS and Google Cloud, which already disclose exact revenue each quarter. The timing suggests Microsoft may want to showcase Azure's strength as AI-driven cloud spending becomes a key metric investors scrutinize, though Google Cloud's roughly 100% growth rate shows it is expanding faster from a smaller base.
- Azure generated $33.2 billion in revenue for the July-September quarter, up 48% year-over-year.
- This marks the first time Microsoft has disclosed Azure's exact dollar revenue rather than growth percentages alone.
- Azure now sits within a new 'Agents and Infra' segment that also includes Microsoft 365 cloud services, totaling $76.8 billion in revenue.
Source: techcrunch.com — Aditya Mehta, 2026-10-28
Published there as: “Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion”
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