“We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era,” said Satya Nadella, chairman and chief executive officer of Microsoft.
The company delivered double-digit growth across its core segments, primarily fueled by massive demand for AI and cloud services. Microsoft’s AI business alone surpassed a $37 billion annual revenue run rate and grew 123% year over year; while company revenue reached $82.9 billion, up 18% year over year, and net income climbed 23% to $31.8 billion.
Still, Microsoft’s better-than-expected results come against a volatile backdrop for the shares in early 2026. The…