MSFT · News · 20260801N

Revenue Performance and Mix

MICROSOFT CORP · 2026-08-01 · Importance 45 · Surprise 40 · In source text

Microsoft reported fiscal 2026 revenue of $331.8 billion, up 18% year over year. Azure and other cloud services revenue increased 43% year over year in the fiscal fourth quarter, while full-year Azure growth reached 41%. Azure annual revenue exceeded $100 billion for the first time, and Microsoft Cloud revenue exceeded $214 billion. Dynamics 365 revenue growth slowed to 13% in the fourth quarter, although ERP demand remained healthy and adoption of Fabric and Foundry increased.

Key facts

• Azure surpassed $100 billion in annual revenue while quarterly growth accelerated to 43%. source
• Azure revenue was up 43% and total revenue reached $90 billion in the reported quarter. source
• Wealthfront Advisers LLC reduced its stake in Microsoft by 7.1% in the first quarter, selling over 60,000 shares while Microsoft reported $90.01 billion in revenue and $4.74 EPS. source
• Microsoft stock closed at $36.35 on Feb. 4, 2014; a $10,000 investment on that day has grown to about $124,000, or about $150,000 with dividends reinvested. source

Impact estimates