Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion

Microsoft has never before disclosed Azure's quarterly revenue in dollars, previously sharing only growth percentages or vague milestones. On Wednesday, it reported that Azure generated $33.2 billion in revenue for the July–September quarter, up 48% from a year earlier. The disclosure allows investors to compare Azure directly with Amazon Web Services and Google Cloud, whose parent companies already report cloud revenue in dollars quarterly. Alphabet reported Google Cloud brought in $30.7 billion in the same quarter, putting Azure slightly ahead, though Google Cloud roughly doubled its revenue year-over-year, growing about twice as fast as Azure according to TechCrunch's calculations. Azure is now Microsoft's largest and fastest-growing product line, accounting for roughly 36% of Microsoft's $92.3 billion in quarterly revenue. Azure's revenue beat analysts' $32.3 billion expectation by about $850 million, and its 48% growth topped CFO Amy Hood's forecast of 44% to 45%. Azure sits inside the new Agents and Infra segment, which brought in $76.8 billion, up 25% year-over-year. Amazon reports earnings Thursday, and with all major cloud providers now reporting actual dollars, the competition is intensifying.

(Source：TechCrunch)