Microsoft’s cloud business crossed a line it had never crossed before: Azure passed $100 billion in annual revenue for fiscal ...

The tech company will now report Azure's revenue in its quarterly results, not just its overall growth rate.

Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for ...

Microsoft's Azure grew 43% in fiscal Q4 2026 and topped $100 billion, but AI infrastructure spending pushed cloud margins ...

Microsoft’s model-agnostic architecture makes compute increasingly replaceable, potentially improving AI revenue generation.

Microsoft ( MSFT -1.64%) just reported a key milestone. On its earnings call for the fourth quarter of its fiscal 2026 (which ended June 30), it told investors that its cloud platform, Azure, had ...

Microsoft is changing how it reports its finances to investors by splitting its businesses into two segments and disclosing quarterly revenue for its Azure cloud business for the first time. The ...

Microsoft Corp. MSFT could see additional upside from Azure pricing over time, even as recent cloud growth has largely been driven by capacity expansion and efficiency gains, according to BNP Paribas ...

Cheaper open-weight AI models were supposed to threaten Microsoft. Morgan Stanley now thinks they could feed its biggest ...

Microsoft is sitting on the biggest contracted backlog in its history while its stock trails the broader market by nearly 900 basis points, and the reason for that disconnect reveals everything about ...

Microsoft announced Azure Communications Service, the first fully managed communication platform offering from a major cloud ...

Microsoft remains a buy as core business indicators, especially Azure, show robust growth and momentum. Learn why MSFT stock ...