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Microsoft Corporation
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Latest analysis
Updated Oct 28, 2026
Microsoft Q1 FY2027: Cloud revenue accelerates to 30% growth at $63.9B as Azure hits 48% and Foundry revenue triples, with operating margin holding at 50%
Microsoft delivered a breakout quarter on cloud infrastructure, with Azure growing 48% — driven by engineering efficiency gains that unlocked additional GPU capacity and higher-than-expected token pricing — while Foundry revenue more than tripled year-over-year, signaling that the AI platform layer is inflecting into a primary growth driver. Operating margin held at 50% despite $45.2 billion in capital expenditures, as platform-level efficiency gains allowed revenue to scale faster than costs. The Q2 guide for Azure growth of 49-50% in constant currency, despite known third-party capacity delays shifting to H2, confirms that demand structurally exceeds supply and that engineering efficiency — not just new builds — is now a meaningful revenue lever.
Tone: bullishRevenue
$331.8B
MSFT 10-K · FY 2026
Employees
223,000
Revenue FY2025
$281.7B
Founded
1975
Profile
MSFT 10-K Item 1 · Jul 29, 2026Microsoft Corporation develops and supports software, services, devices, and cloud-based solutions spanning productivity, cloud computing, AI, and personal computing. The company operates through three reportable segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. Founded in 1975 and headquartered in Redmond, Washington, Microsoft serves individuals, enterprises, and governments globally.
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Microsoft is a technology company committed to making digital technology and artificial intelligence available broadly and doing so responsibly. Our mission is to empower every person and every organization on the planet to achieve more. We develop and support a broad portfolio of technology solutions for individuals and businesses, focusing on secure, trusted, and innovative platforms and applications that meet evolving customer needs across AI, cloud computing, productivity and collaboration, and personal computing. We strive to create opportunity, growth, and impact in every country around the world. AI is fundamentally transforming productivity for every individual, organization, and industry. Microsoft's AI offerings span every layer of the technology stack, enabling transformative outcomes across sectors and unlocking opportunity for every country, community, and individual. We offer an array of services, including cloud-based solutions that provide customers with AI, software, services, platforms, and content, and we provide solution support and consulting services. We also deliver relevant online advertising to a global audience. Our products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games. We also design and sell devices, including PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories. The Microsoft Cloud provides integration across the technology stack while offering openness, improving time to value, reducing costs, and increasing agility.
Primary products
- Microsoft 365 Commercial
- Microsoft 365 Consumer
- Microsoft 365 Copilot
- Dynamics 365
- Azure
Business segments
End markets
Geographies
Named customers
Named competitors
“We believe our cloud's global scale, coupled with our broad portfolio of identity and security solutions, allows us to effectively solve complex cybersecurity challenges for our customers and differentiates us from the competition.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
Microsoft Cloud revenue increased 27% to $214.4 billion, with Azure and other cloud services revenue increasing 41%, driving the overall top-line expansion in fiscal year 2026.
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