News about Azure: events, facts and developments on tafs uz.
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Microsoft has named Azure's exact quarterly revenue for the first time — $33.2 billion for July–September, up 48% year over year. This makes it possible to directly compare the cloud with Google Cloud ($30.7 billion) and expectations for AWS.
Otabek YusupovAccording to Microsoft's regulatory filings, for the quarter ended September 30, 2026, the company earned $10 billion from commercial agreements with OpenAI — nearly 11% of quarterly revenue. For the full 2026 fiscal year, the total was $24.1 billion, and OpenAI's receivables grew to $7.2 billion.
Otabek YusupovMicrosoft's revenue for July–September grew 19% to $92.3 billion, with net income up 32% to $36.6 billion. This is the tenth consecutive quarter with record revenue. The main driver is the cloud business: Microsoft Cloud brought in $63.9 billion (+30%), Azure — $33.2 billion (+48%). The company also disclosed $10 billion in revenue from OpenAI and record capital expenditures of $45.2 billion.
Otabek Yusupov
