Microsoft FY27 Q1: $92.3B revenue, Azure up 48%, cloud hits $63.9B
BenBajarin · x · 2026-10-29
Microsoft reported FY27 Q1 results (quarter ended September 30, 2026):
- Revenue of $92.3B, up 19% YoY
- Microsoft Cloud revenue of $63.9B
- Azure revenue growth of 48% (same on GAAP and constant-currency basis)
- Operating income of $45.9B (+21%); GAAP net income of $36.6B (+32%); diluted EPS $4.92 on GAAP basis
Satya Nadella emphasized helping organizations "build and own their own intelligence," citing agent safety and trust as drivers of adoption. Non-GAAP results exclude the impact of OpenAI investments.
Related event: Microsoft FY27 Q1 beats as Azure grows 48%, OpenAI deal adds $10B revenue(8 posts)→
More from Infra
- GitHub sees 7.4B monthly commits from AI agents, adds 4M CPU cores to cope — ai · 2026-10-29
- Seagate revenue jumps 61% to $4.2B as exabyte supply sells out through 2028 — BenBajarin · 2026-10-29
- Jensen Huang: doubling model speed doubles AI lab revenue while demand outruns capacity — rohanpaul_ai · 2026-10-29
- 400+ tool calls per turn: AIOps platform uses Monty's 1.2ms Rust sandbox to keep MCP output out of context — samuelcolvin · 2026-10-29
- Delta-Matching closes the FP8 attention gap: all 7 core matmuls in FP8, loss matches BF16 — songhan_mit · 2026-10-29
- Oracle's $664B backlog is real, but free cash flow is negative $23.7B — pdamodaran · 2026-10-29