AI Adoption Accelerates with Over 20M Copilot Seats and 40% Azure Growth; CY2026 CapEx Outlook Set at ~$190B FY2026 Q3 | May 01, 2026

FY26 Operating Margin Guidance Raised as Microsoft Cloud Crosses $50B Milestone and Azure Growth Accelerates FY2026 Q2 | Jan 29, 2026

AI Demand Surge Drives Historic CapEx Acceleration; Supply Constraints Extended Through FY2026 FY2026 Q1 | Oct 30, 2025

Azure Core Business Accelerates to 39%; Record $100B+ Bookings Underpin Aggressive FY26 Investment Plan FY2025 Q4 | Sep 15, 2025

Core Azure Rebound Drives 35% CC Growth; AI Demand Outpaces Supply, Extending Capacity Constraints FY2025 Q3 | Sep 15, 2025

AI Hits $13B Run Rate, Driving Record 75% Bookings Growth; FY25 Margin Guidance Raised as New Non-AI Azure Headwinds Surface FY2025 Q2 | Sep 15, 2025

AI Contribution Powers 33% Azure Growth; Commercial Bookings Surge 30% FY2025 Q1 | Sep 15, 2025

AI Services' Contribution to Azure Growth Accelerates to 8 Percentage Points, Fueling Record Investment Cycle FY2024 Q4 | Sep 15, 2025

Commercial Bookings Accelerate to 29% on AI Strength; FY24 Operating Margin Guidance Raised FY2024 Q3 | Sep 15, 2025

Azure AI Services Contribute 6 Pts to Growth; Core Operating Margin Guidance Lifted FY2024 Q2 | Sep 15, 2025

AI Services Contribute 3 Pts to Azure Growth, Fueling Cloud Beat; FY24 Margin Guidance Held Flat Post-Activision FY2024 Q1 | Sep 15, 2025

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Microsoft Corporation - Reports