+31%
Azure is the growth engine
Azure and other cloud services grew 31%, and Microsoft said its AI business has passed an annual revenue run rate of $13 billion — up 175% year over year.
Microsoft grew 12% to $69.6B as Azure jumped 31% and its AI business passed a $13 billion annual run rate — it kept $24.1B as profit, even as the data-center buildout pushed costs up and investment losses weighed below the line.
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Charts in billions are hard to feel. Here is the same quarter, shrunk down: for every $100 Microsoft took in, this is where it went.
The rows reconcile to the $34.62 kept as profit within $0.01 of rounding; other expense is a $3.29 drag per $100 of revenue.
If you only remember three numbers from this quarter, make it these.
Azure and other cloud services grew 31%, and Microsoft said its AI business has passed an annual revenue run rate of $13 billion — up 175% year over year.
Microsoft Cloud revenue hit $40.9B, up 21% — about 59% of all revenue. The growth story is the data centers.
More Personal Computing was flat at $14.7B: search ads (+21%) and Windows (+4%) offset a soft quarter for Xbox content and services (+2%).
The same chart, for every quarter we've covered.