Microsoft reports $90B Q4 revenue, Azure hits $100B milestone
Microsoft’s fiscal fourth-quarter 2026 revenue reached $90 billion, an 18% year-over-year increase, driven by cloud and AI demand. The company’s best performance since 1998 added $1 trillion to its market cap, with shares rising 37.5% to 39% during calendar Q3 2026. Azure alone grew 43%, crossing $100 billion in annual revenue for the first time, while the broader Microsoft Cloud segment hit…
Key points
- Microsoft’s Q4 2026 revenue hit **$90 billion**, an **18% year-over-year jump**, marking its best quarter since 1998
- Azure revenue grew **43%** to **$100 billion annually**, its fastest pace in four years
- Microsoft 365 Copilot reached **30 million paid seats**, with analysts predicting continued AI-driven growth
On the earnings call, Microsoft executives attributed growth to strategic infrastructure investments, noting positive cash flow despite continued AI spending. Analysts forecast 45% Azure growth in Q1 of fiscal 2027 and sustained double-digit overall growth. Key watchpoints include whether Azure maintains its projected growth rate, Copilot’s ability to exceed 30 million paid seats, and whether cash flow remains robust amid ongoing spending.
The story so far
3 episodes →- Microsoft reports $90B Q4 revenue, Azure hits $100B milestonethis story
Microsoft posts best quarter in decades as AI focus strengthens
cryptobriefing.com · 1 October 2026
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