Microsoft Discloses Azure Quarterly Revenue of $33.2 Billion
In a departure from previous reporting practices, Microsoft has disclosed the specific dollar revenue for its Azure cloud business, reporting $33.2 billion for the July–September quarter. This represents a 48% year-over-year increase, surpassing analyst expectations of $32.3 billion and exceeding prior guidance provided by CFO Amy Hood. The disclosure allows for direct comparison with competitors in the cloud infrastructure market. While Azure's revenue slightly edges out Alphabet's Google Cloud ($30.7 billion), Google Cloud demonstrated faster growth, roughly doubling its revenue year-over-year. Azure has now become Microsoft's largest and fastest-growing product line, accounting for approximately 36% of the company's total $92.3 billion quarterly revenue.

Topics: AI infrastructure Azure revenue cloud computing quarterly earnings
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