MSFT · News · 20260731N

Revenue Performance and Mix

MICROSOFT CORP · 2026-07-31 · Importance 47 · Surprise 22

Microsoft reported fiscal fourth-quarter revenue of $90.0 billion for the quarter ended June 30, 2026, up 18% year over year and above the approximately $87.6 billion analyst estimate. Intelligent Cloud revenue increased 32% year over year to $39 billion. Azure revenue grew 43% year over year and exceeded $100 billion on an annual basis, driven by demand for AI services. Microsoft Cloud and AI growth offset declines reported in Windows OEM, Devices, and Xbox businesses.

Key facts

• Microsoft delivered record Q4 revenue of $90 billion. source
• A seekingalpha piece reported Microsoft reported revenue up 17.8% year-over-year for the fiscal period referenced. source
• Meridian said Microsoft reported adjusted EPS of $4.74 and revenue of $90.01 billion. source