Amy Hood

“$90 billion in fourth‑quarter revenue, surpassing Wall Street forecasts.”

“Cloud revenue reached $59.3 billion in Q4 and $214 billion for the fiscal year, growing 27%.”

“Azure revenue growth accelerated to 43%, with the cloud business surpassing $100 billion annually.”

“Copilot adoption also surged, with net paid seat adds more than doubling sequentially to over 30 million.”

“$41 billion in capital expenditures during the quarter to expand infrastructure.”

“$19.6 billion in free cash flow.”

“16% growth in Microsoft 365 commercial cloud revenue.”

“24% growth in consumer cloud revenue.”

“LinkedIn revenue rose 12%.”

“Xbox content and services fell 10%.”

“Windows OEM and Devices revenue decreased 7%.”

“Commercial bookings grew 18%, excluding OpenAI.”

“Commercial remaining performance obligation increased to $678 billion, up over $50 billion sequentially.”

“Azure and other cloud services revenue growth accelerated to 43%.”

“For FY26, Azure surpassed $100 billion in revenue, up 41%.”

“Microsoft 365 commercial cloud revenue increased 16% on an adjusted basis.”

“Microsoft 365 consumer cloud revenue increased 24% with subscriber growth of 7%.”

“Search advertising revenue ex‑TAC increased 10%.”

“Forza Horizon 6 saw strong player reception, reaching a record 6 million players in its first two days.”

“Microsoft expected capital expenditure of $190 billion in 2026, including around $25 billion due to the impact of higher component pricing.”