- Microsoft achieved $90 billion in quarterly revenue, surpassing analyst estimates of $87.72 billion.
- Azure cloud revenue grew by 43% during the quarter, accelerating from the prior period and beating expectations of around 40%.
- Capital spending on property and equipment reached $35.8 billion for the quarter, more than doubling from $17.1 billion in the same period last year.
- Bitcoin has decoupled from the equity and AI rally, trading at $63,553, which is approximately 50% below its peak in October 2025.
Quotes
“This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation,”