Microsoft's fiscal Q4 revenue reached $90 billion, beating Wall Street expectations, while Azure crossed $100 billion in annual revenue for the first time in the company's history. Net profit rose approximately one third year over year. A $3.2 billion gain from the Anthropic investment and 30 million paid Copilot seats added to a quarter that exceeded estimates across the board.
Azure hitting $100 billion in annual revenue confirms Microsoft as a structural winner in enterprise cloud spending, a market that has years of growth ahead as companies shift workloads off private servers. The Copilot figure, 30 million paid seats, matters because AI monetization has been a question mark for every major tech company. Microsoft is now showing it can convert AI hype into recurring subscription revenue at scale.
Microsoft next earnings report: approximately late October 2025. Federal Reserve rate decision: July 30, 2025. Alphabet Q2 earnings (cloud comparison): July 29, 2025.
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