By Emma Thompson
Publication Date: 2026-11-02 01:00:00
Microsoft Cloud revenue reached $63.9 billion in the three months ended September 30, 2026, up 30 percent from a year earlier, as the company reported rising Copilot usage and growing demand for AI agents.
Microsoft’s total quarterly revenue increased 19 percent to $92.3 billion. Operating income rose 21 percent to $45.9 billion, while revenue from Azure, its cloud computing platform, increased 48 percent.
Reported net income reached $36.6 billion, up 32 percent. Adjusted net income, which removes the impact of Microsoft’s investments in OpenAI, increased 18 percent to $36.4 billion.
Microsoft Chairman and CEO Satya Nadella discussed the results on LinkedIn: “And we are extending our vision of Copilot as the new OS for work, bringing the business logic and capabilities of D365 directly into Copilot, helping every organization stand up their own infinite SaaS factory.”
Copilot usage grows as Microsoft brings its tools together
Nadella reported that Copilot’s daily users…
