MSFT · News · 20260806N
Revenue Performance and Mix
MICROSOFT CORP · 2026-08-06 · Importance 45 · Surprise 40 · Contradicted
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
- Microsoft Cloud revenue exceeded $214 billion. source
- Microsoft reported Q4 2026 revenue of $90,007 million and net income of $35,766 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +108.6% | Microsoft reported Q4 2026 revenue of $90,007 million and net income of $35,766 million. |
| net_income | positive | realized | +43.1% | Microsoft reported Q4 2026 revenue of $90,007 million and net income of $35,766 million. |
| revenue | positive | realized | — | Microsoft Cloud revenue exceeded $214 billion. |