Microsoft: Azure grows 48 percent and Copilot increases daily users
Microsoft's revenue rose by 19 percent to $92.3 billion during the quarter from July to September 2026. Growth was driven by the cloud segment, where Azure increased by 48 percent and Copilot's daily users rose by nearly 50 percent.
What happened?
Microsoft reported revenue of $92.3 billion for the quarter from July to September 2026, an increase of 19 percent compared to the corresponding period the previous year. Microsoft Cloud generated $63.9 billion, representing 30 percent growth, while Azure grew by 48 percent. Operating income rose by 21 percent to $45.9 billion, and net income reached $36.6 billion. The number of daily active users for Copilot increased by nearly 50 percent during the quarter.
Key facts
| Kvartalsintäkter | 92,3 miljarder USD |
|---|---|
| Nettoresultat | 36,6 miljarder USD |
| Microsoft Cloud-intäkter | 63,9 miljarder USD |
| Azure-tillväxt | 48 % |
| Copilot dagliga användare | +50 % under kvartalet |
Why it matters
The figures indicate that demand for AI infrastructure and enterprise AI services continues to drive Microsoft's core business. The 48 percent increase in Azure indicates that cloud customers are allocating significant budgets to computing capacity. Simultaneously, the user growth for Copilot shows that the software is beginning to establish itself more broadly within organisations.
Who is affected?
The report is primarily relevant to IT organisations, business leaders, and investors who monitor infrastructure spending and cloud investments in AI. It also reflects the speed at which corporate customers are adopting generative AI tools like Copilot into their daily workflows.
What else you should know
The figures refer to Microsoft's first fiscal quarter, which spanned from July to September 2026. The company stated that it is expanding computing capacity more rapidly to meet demand.
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