Microsoft CEO Satya Nadella speaks at an event commemorating the 50th anniversary of the company at Microsoft headquarters in Redmond, Washington, on April 4, 2025.
Microsoft shares jumped 8% in extended trading on Wednesday after the company reported better-than-expected earnings and revenue for the fiscal fourth quarter.
Here's how the company performed in comparison with LSEG consensus:
Earnings per share: $3.65 vs. $3.37 expected
$3.65 vs. $3.37 expected Revenue: $76.44 billion vs. $73.81 billion expected
Microsoft's revenue increased 18% in the fiscal fourth quarter ending June 30, up from $64.7 billion a year earlier, according to a statement. That's the fastest growth in more than three years. Net income increased to $27.23 billion from $22.04 billion a year ago.
The company's Intelligent Cloud unit, which includes the Azure cloud, produced $29.88 billion in revenue, up about 26% and beating the StreetAccount consensus of $28.92 billion.
For the first time, Microsoft disclosed the scale of its Azure business in dollars. In fiscal 2025, revenue from Azure and other cloud services exceeded $75 billion, up 34% from the prior year.
During the fiscal fourth quarter, revenue from Azure grew 39%. Analysts polled by StreetAccount and CNBC had anticipated Azure growth of 34.4% and 35.3%, respectively.