Microsoft said Azure revenue increased in the quarter ended 30 September 2026, while Microsoft Cloud revenue was $63.9 billion, up 30%, and commercial remaining performance obligation increased 73% to $677 billion Microsoft's Azure cloud revenue grew 48% in a single quarter
Microsoft reported that Azure revenue increased 48% for the quarter ended September 30, 2026. This information was released by Microsoft in its Form 8-K Ex. 99.1, dated Q1 FY2027 (Oct 2026). The fact was verified on 2026-11-02.
Verified 2026-11-02
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Businesses are signing long cloud commitments, so a large share of future AI revenue is already contracted, which gives investors more visibility than spending headlines alone.
- Price
- $526.46
- 30D
- -2.01%
- AI share of revenue
- 11.2%
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More on Adoption
- Stanford's 2026 AI Index, citing McKinsey's 2025 survey, breaks down AI-agent deployment by business function. Even in IT, the function with the most agent activity, the share of organisations reporting no AI-agent use at all in 2025 was still 69% of organizations report zero AI-agent use in IT, the business function with the heaviest agent activity
- Stanford's 2026 AI Index reports that organizations' use of generative AI specifically, not just AI overall, grew sharply in 2025: the share of organizations that regularly use generative AI in at least one business function reached 79%, up from 71% in 2024
- Stanford's 2026 AI Index compared generative AI's adoption curve after its mass-market debut to that of earlier transformative technologies, and found generative AI reached 53% population adoption within three years, faster than the PC or the internet
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