Microsoft reported fourth-quarter fiscal 2025 revenues of $76.44 billion, surpassing the Zacks Consensus Estimate by 3.7%. Earnings per share reached $3.65, exceeding expectations by 8.96%. Azure, the cloud computing platform, achieved a revenue growth of 39% year over year, with annual revenues surpassing $75 billion.
Microsoft’s Intelligent Cloud segment generated $29.88 billion in revenue, up 26% and exceeding the consensus estimate of $28.92 billion. For fiscal first-quarter 2026, the company projects revenues between $74.7 billion and $75.8 billion, with Azure expected to grow approximately 37% at constant currency.
The global cloud computing market is projected to reach $912.77 billion in 2025, with Microsoft capturing between 20% and 24% market share. The company’s operating margin was 44.9% in Q4, indicating improved efficiency as it invests heavily in AI infrastructure.
