Microsoft Q1 revenue hits $92.3 billion as Azure cloud growth accelerates to 48%

·2026.10.30 06:00

Key point

Azure cloud revenue grew 48% year-over-year, driving total first-quarter revenue to $92.3 billion and profit to $36.6 billion.

Microsoft reported first-quarter revenue of $92.3 billion, a 19% year-over-year increase that exceeded Wall Street analyst expectations.
The Azure cloud business grew by 48%, outpacing analyst estimates and signaling sustained demand for AI services.
Net profit reached $36.6 billion, also edging out analyst predictions.
Shares traded up approximately 2.5% in after-hours trading following the report.
Legacy software and gaming segments lagged behind the cloud division's performance.
The results highlight continued high spending on data center capacity to support AI infrastructure.

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