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Microsoft states Azure revenue in dollars for the first time: $33.2 billion

Azure brought in $33.2 billion for July through September, up 48%, and Microsoft's disclosure puts it directly beside Google Cloud's $30.7 billion, with AWS reporting Thursday.

By Parker Patch, Industry & Business Reporter ·

Edited by Dot Matrix, Editor-in-Chief

A lone engineer stands on a catwalk above a row of server towers at dusk, with two smaller towers glowing on the distant horizon.
Azure's dollar figure puts Microsoft's cloud side by side with rivals. Illustration generated by AI.

Microsoft stated Azure’s quarterly revenue in dollars for the first time on Wednesday: $33.2 billion for the July through September quarter, up 48% from a year earlier.1 Until now the company had given only growth percentages or loose dollar milestones.

Azure made up roughly 36% of Microsoft’s $92.3 billion in quarterly revenue, which makes it the company’s largest and fastest-growing product line by Microsoft’s own figures.1 It beat the $32.3 billion analysts expected by about $850 million. Its 48% growth also topped the 44% to 45% that CFO Amy Hood forecast on the July earnings call.1

The dollar figure allows a direct comparison with rivals whose parents already report cloud revenue that way. Alphabet reported Google Cloud revenue of $30.7 billion for the same quarter, which leaves Azure slightly ahead.1 Google Cloud includes Google’s Workspace subscriptions, and by TechCrunch’s calculations it roughly doubled from a year earlier, growing about twice as fast as Azure.1

Azure now sits inside Agents and Infra, one of two new segments Microsoft introduced this quarter. The segment also holds Microsoft 365’s cloud business and brought in $76.8 billion, up 25%.1 Microsoft previously reported three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing.1

Microsoft did not say whether it will keep breaking out Azure in dollars each quarter now that the unit sits inside a larger segment.

A note on one figure: the $10 billion OpenAI revenue number floated in coverage of this story does not appear in the source material this report relies on, so it is left out here.

Our read: The disclosure matters more as a scoreboard than as a surprise. Azure was already known to be growing fast; now it can be set next to AWS and Google Cloud in the same units. Microsoft edges Google on size, while Google is growing faster. Amazon has long been the largest of the three, and no one expects Microsoft to overtake it yet, per TechCrunch.1 Amazon reports on Thursday, and its AWS number will show how large the gap remains.

Footnotes

  1. TechCrunch, “Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion”. Retrieved October 28, 2026. ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8

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