Software King of the World, Microsoft’s cloud cash machine helped it trouser a record $90 billion quarter, while Azure topped $100 billion for the year.
Vole has closed the fourth quarter of fiscal 2026 with the sort of numbers that make accountants need a lie down.
The software giant said revenue hit $90 billion, up 18 per cent year on year, as cloud and AI customers kept feeding the beast.
Operating income rose 18 per cent to $40.6 billion, while net income jumped 31 per cent to $35.8 billion.
Volish Cloud revenue reached $59.3 billion for the quarter, up 27 per cent, which is not exactly loose change.
Its Intelligent Cloud arm pulled in $39.3 billion, up 32 per cent, helped by Azure and other cloud services growing 43 per cent.
For the full 2026 fiscal year, Azure revenue passed $100 billion for the first time, growing 41 per cent.
Microsoft Cloud revenue for the year sailed past $214 billion, giving Redmond plenty of cash to burn on more AI plumbing.
Vole’s 365 Copilot now has more than 30 million paid seats, with net seat additions more than doubling from the previous quarter.
Customers with more than 50,000 Copilot seats increased more than sevenfold year on year, which suggests corporate buyers are still swallowing the AI pitch. GitHub Copilot, Microsoft’s coding AI platform, now claims 50 million users.
Its revenue growth rose to more than 60 per cent quarter on quarter after the platform shifted towards usage-based billing.
GitHub itself has reached 225 million users, while AI agents are involved in one in every three pull requests.
That gives Microsoft another shiny number to wave at investors who believe every coder needs a robot sidekick.
The company’s consumer bits looked rather less smug. Windows OEM and Devices revenue fell 7 per cent, while Xbox content and services revenue dropped 10 per cent.
Bing and advertising revenue grew 10 per cent, which means someone is still clicking on something somewhere.
Microsoft said it opened 31 data centres across five continents during the quarter, bringing its fiscal 2026 total to 88.
It added another gigawatt of capacity during the quarter and expects to roughly double overall capacity within two years.
The company expects Cobalt 200 racks to be running in more than 25 data centres by the end of July 2026.
Foundry has reached 100,000 customers, while revenue more than doubled year on year.
Azure Database for PostgreSQL revenue rose 55 per cent, and Microsoft Fabric now has more than 40,000 paid customers, up more than 60 per cent.
Recruiters at more than 20,000 companies are using LinkedIn’s AI products, with seats increasing 140 per cent quarter on quarter.
Microsoft spent more than $41 billion on capital expenditure during the quarter, as expected.
About two-thirds of that went on short-lived kit such as CPUs and GPUs, which should keep the hardware suppliers grinning.
Microsoft expects calendar-year 2026 capital expenditure to reach about $175 billion, with spending set to rise again in fiscal 2027.
