MSFT · News · 20260805N
Revenue Performance and Mix
MICROSOFT CORP · 2026-08-05 · Importance 45 · Surprise 40 · No 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
- Seeking Alpha reported Azure and other cloud services revenues climbed 43% in the fiscal fourth quarter and pushed full-year Azure growth to 41%. source
- Microsoft's Azure cloud platform closed fiscal 2026 with annual revenues surpassing $100 billion for the first time. source
- Total fiscal 2026 revenues were $331.8 billion, up 18%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +61.1% | Total fiscal 2026 revenues were $331.8 billion, up 18%. |