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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 bill...
Google Cloud has made significant strides in closing the gap with Azure, as reported in recent analyses. This development is crucial as it highlights the competitive landscape in cloud services, where both companies are vying for market share. Microsoft continues to attract investor interest, indica...
Microsoft has disclosed Azure's quarterly revenue for the first time, reporting $33.2 billion for the July-September quarter, a 48% increase year-over-year. This significant revenue figure allows for a more direct comparison with competitors like Amazon Web Services and Google Cloud, which report th...
Microsoft has announced it will begin reporting quarterly revenue for its Azure cloud business, enhancing transparency for investors. This change is part of a broader restructuring that reduces the number of internal operating segments from three to two, with Azure now focusing solely on consumption...
On July 29, 2023, Microsoft announced its Q4 fiscal results for 2026, reporting an 18% increase in revenue to $90.07 billion and a 31% rise in GAAP net income to $35.77 billion. Excluding the impact of investments in OpenAI, non-GAAP net income increased by 22% to $35.29 billion. CEO Satya Nadella h...
On July 20, 2026, AMD announced an expansion of its strategic partnership with Microsoft, focusing on the large-scale deployment of the AMD Helios rack-scale AI product on Azure. This collaboration encompasses GPUs, CPUs, networking, and software, with Helios being utilized for inference processing...
Microsoft's shares increased by 4% following a strong quarterly earnings report, showcasing a 19% year-over-year revenue growth. The Azure cloud infrastructure business saw a remarkable 48% increase in revenue, reaching $33.2 billion, solidifying its position as Microsoft's largest business segment....
Microsoft has kept its capital expenditures outlook steady, which positively impacted its stock performance. The company reported an 18% year-over-year revenue increase to $90 billion for the fourth quarter of fiscal 2026, surpassing expectations. Azure cloud revenue grew by 43%, exceeding forecasts...
Anthropic has announced the general availability of its Claude models, which are now hosted on Microsoft Azure and powered by NVIDIA's GB300 Blackwell Ultra GPUs. This development provides enterprises utilizing Azure with an advanced tool to create autonomous and specialized AI solutions. The integr...
Microsoft has initiated layoffs within its Azure cloud team in Shanghai, as reported by the Chinese media outlet Phoenix Technology. Employees received an internal email labeled “Important Business Update,” which signaled impending job cuts. The new severance package offered to affected workers is r...
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
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