Microsoft Reports 19% Revenue Growth Driven by Azure's 48% Increase and AI Demand
- Published
- Source
- ITmedia.co.jp
On October 28, Microsoft announced its financial results for the first quarter of fiscal year 2027, reporting a 19% increase in revenue to $92.279 billion and a 32% rise in GAAP net income to $36.629 billion. Excluding the impact of investments in OpenAI, non-GAAP net income rose 18% to $36.422 billion. CEO Satya Nadella emphasized the company's commitment to providing higher capabilities and cost efficiency across its technology stack, supporting businesses in building their own AI solutions.
The Microsoft Cloud segment saw a 30% increase in revenue, reaching $63.9 billion, with Azure revenue growing by 48%. The company restructured its business segments into two, with the 'Agents and Infra' segment encompassing cloud and AI services, while the 'Devices and Consumer' segment includes Windows and Xbox. The number of customers using the Microsoft Foundry AI development platform exceeded 120,000, with revenue more than tripling year-over-year.
Microsoft aims to achieve significant cost reductions in AI model training within 3 to 6 months of releasing cutting-edge models. The newly completed MAI Base 2 model demonstrated 4 to 12 times higher computational efficiency compared to other models. The daily user count for Copilot has increased by approximately 50% quarter-over-quarter, with Volkswagen planning to implement it for over 330,000 employees.
Original report
[ITmedia News] Microsoft、7?9月期は19％増収 Azureは48％増、AI需要が成長けん引
ITmedia.co.jpThis briefing is an independently written summary based on publicly available reporting and is provided for industry information and news discovery. The original report and source publication are credited and linked where applicable. RobotToday does not claim ownership of third-party source material.
Rights concerns? Contact [email protected] with the relevant URL and details. We will review the matter and take appropriate action where warranted.
More related news
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
Related Suppliers
Microsoft Corporation (Robotics)
United States
Microsoft provides robotics developers ROS-on-Windows support, the AirSim open-source simulation platform, and Azure cloud services for robot fleets and AI.
OpenAI
United States
US AI research lab and product company founded 2015; develops GPT, DALL-E, and robotics/embodied AI foundation models targeting physical-world AGI.
AZURE Photonics USA Inc.
United States
Manufacturer of precision optical components and machine vision lenses for industrial automation, robotics, and inspection applications.
Azure Printed Homes
United States
California maker of robotically 3D-printed modular studios, ADUs and homes from recycled plastic composite, with 100+ structures delivered.
Anthropic
United States
AI safety and research company and public benefit corporation that builds the Claude family of large language models.
Fireworks AI
United States
Redwood City AI infra startup (2022) serving open-source LLMs like Kimi K3 via API, used by Cursor, Vercel and Notion.
Velo.AI
United States
Pittsburgh-based startup applying autonomous vehicle AI to cyclist safety with the Copilot smart bike light, offering real-time rear-threat detection and.
Retrocausal, Inc.
United States
US AI software company (est. 2019, Redmond WA) providing computer-vision Copilots for manual assembly quality and productivity.
Feather
United States
East Palo Alto startup (est. 2025) building modular wheeled robots with AI stack for Physical AI developers and manufacturing integrators; target price $25–50K.
Petoi LLC
United States
Mountain View maker (est. 2017) of open-source programmable robot pets, incl. the Bittle X robot dog and Nybble Q robot cat, built on its OpenCat framework.
Anyscale
United States
Anyscale is a San Francisco AI infrastructure firm behind Ray, the open-source engine for large-scale model training; Nscale agreed to buy it for $1.65B.
ifm electronic gmbh
Germany
German industrial automation company founded 1969 in Essen; inventor of inductive proximity sensors; EUR 1.37B revenue in 2022 with 8,760+ employees globally.
Robotics needs a service framework.
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
Join the RobotToday community on LinkedIn
Daily robotics news, in-depth analysis, conference highlights, and discussions with professionals worldwide.
