Microsoft reports Azure annual revenue surpassing $100 billion, with Copilot paid seats reaching 30 million amid strong enterprise AI adoption.
Microsoft closed Q4 FY2026 with $90.01 billion in revenue, driven by a 43% year-over-year increase in Azure and a 32% rise in Intelligent Cloud to $39.31 billion. The company’s commercial remaining performance obligations (RPO) reached $678 billion, up 84%, signaling robust contracted backlog growth.
Azure’s full-year revenue crossed $100 billion for the first time, while Microsoft 365 Copilot hit 30 million paid seats. Non-GAAP earnings per share of $4.74 exceeded the $4.2397 consensus, reflecting strong operational execution.
CEO Satya Nadella highlighted Microsoft’s focus on optimizing AI cost-to-outcome efficiency, positioning the company as a key player in enterprise AI infrastructure. The results contrast with Broadcom’s narrower AI chip revenue surge, underscoring Microsoft’s diversified software advantage.