Microsoft beats cloud revenue expectations as Azure grows 48%

Published on Dorsal: November 1, 2026 at 9:50 AM (UTC)

Source date: October 28, 2026 at 9:18 PM (UTC)

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Reuters reports Microsoft’s Azure revenue rose 48% to $33,170 million in the quarter ended September, topping Visible Alpha estimates, while the company signalled heavy capital spending tied to AI.

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Microsoft exceeded analysts’ expectations for cloud services revenue after Azure posted $33,170 million, up 48% year over year, and the company disclosed plans for $190,000 million in capital expenditures for 2026; Reuters frames the results as evidence that Microsoft’s sizable AI investments are producing returns amid broader market worries about the cost of tech-sector borrowing.

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