Microsoft Q4 results: Azure tops $100 billion as AI growth helps beat earnings estimates

Microsoft reported Q4 revenue of $90 billion, up 18% year-on-year, beating analyst estimates of $87.62 billion.

Azure revenue surpassed $100 billion for the first time in the fiscal year, with Azure and other cloud services revenue rising 43% in Q4.

Microsoft 365 Copilot now has over 30 million paid seats, reflecting adoption of AI workplace tools.

Microsoft CEO Satya Nadella said Azure revenue topped $100 billion and Copilot reached 30 million paid seats.

CFO Amy Hood said capital expenditure expectations for calendar 2026 remain unchanged, with guidance near $175 billion due to an accounting change.