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

Microsoft has ne'er disclosed Azure’s quarterly gross successful dollars. It has typically lone shared a maturation percent oregon described gross dollar milestones successful vague ways. But connected Wednesday, erstwhile it posted different record-breaking quarter, it reported that Azure brought successful a steadfast $33.2 billion in gross for the July–September quarter, up 48% from a twelvemonth earlier.

The disclosure lets investors enactment up Azure’s show much straight against Amazon Web Services and Google Cloud, whose genitor companies already study unreality gross successful dollars each quarter.

Alphabet, which besides reported net connected Wednesday, said Google Cloud brought successful $30.7 billion in the aforesaid quarter, putting Azure somewhat ahead. But Google Cloud, which besides includes Google’s Workspace subscriptions, astir doubled its gross from a twelvemonth earlier, increasing astir doubly arsenic accelerated arsenic Azure, according to TechCrunch’s calculations.

Azure, wherever businesses rent computing powerfulness to tally applications, SaaS, and to physique and tally AI models, is present Microsoft’s largest and fastest-growing merchandise enactment by the company’s ain figures. It accounted for astir 36% of Microsoft’s $92.3 cardinal successful quarterly revenue.

Azure’s gross was besides astir $850 cardinal much than the $32.3 cardinal analysts expected. Azure’s 48% maturation complaint besides topped the 44% to 45% that Microsoft CFO Amy Hood forecast connected the company’s July net call.

Azure sits wrong Agents and Infra, 1 of 2 caller concern segments Microsoft introduced this quarter. Microsoft antecedently reported three segments, Productivity and Business Processes, Intelligent Cloud and More Personal Computing. The caller Agents and Infra segment, which groups Azure with Microsoft 365’s unreality business, brought successful $76.8 billion, up 25% from a twelvemonth earlier.

Amazon reports its net connected Thursday. Analysts besides expect its cloud, Amazon Web Services, to grow. It’s been the largest unreality since the opening of clip and nary 1 expects Microsoft to champion it close now. But with each of them reporting existent dollars, the contention is on.