Microsoft shares surge as Azure surpasses $100bn and Copilot grows
Microsoft shares rose sharply following a strong quarterly report in which the cloud service Azure exceeded $100 billion in annual revenue and the AI service Copilot reached 30 million paid users.
What happened?
Microsoft reported revenue of $90.0 billion for the fourth quarter of its fiscal year, marking an 18 per cent increase compared to the same period last year. Adjusted earnings per share were $4.74, exceeding market expectations. Simultaneously, the cloud platform Azure surpassed $100 billion in annual revenue, and the AI assistant Copilot reached 30 million paid users.
Key facts
| Omsättning Q4 | 90,0 miljarder USD |
|---|---|
| Vinst per aktie (justerad) | 4,74 USD |
| Betalande Copilot-användare | 30 miljoner |
| Helårsomsättning | 331,8 miljarder USD |
Why it matters
The results demonstrate that massive investments in AI infrastructure and partnerships are now yielding concrete returns in the form of licensing and cloud revenue. Microsoft is thereby consolidating its leading position in the commercial application of generative AI for enterprises.
Who is affected?
This news primarily affects shareholders, corporate clients, and system developers building IT environments on the Microsoft ecosystem. Furthermore, it impacts millions of office workers who use Copilot in their daily workflows.
Impact on the EU
Microsoft's cloud and AI services are subject to EU regulations such as the Data Act and the AI Act, which impose strict requirements regarding data security and transparency. Despite this, European demand for the company's cloud infrastructure continues to drive global growth.
What else you should know
While AI and cloud divisions posted record results, consumer-facing segments such as Xbox reported a 10 per cent decrease in revenue for the quarter. Financially, the income statement was also bolstered by a $3.2 billion capital gain related to the investment in the AI company Anthropic.
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