Microsoft has disclosed Azures quarterly and annual revenue for the first time, giving investors a clearer view of its position against Amazon Web Services and Google Cloud amid rising AI infrastructure demand. Azure reported $29.4 billion in quarterly sales and $101.9 billion for fiscal 2026, while Microsoft also unveiled a new two-segment reporting structure.

SAN FRANCISCO, Sept 2 : Microsoft on Wednesday reported sales from its Azure cloud computing unit on a quarterly basis for the first time, providing a direct comparison to its top…

Microsoft is disclosing Azure's quarterly revenue for the first time, and narrowing what counts as Azure, as the EU decides whether to designate it.