微软连续十季营收创纪录，首披Azure单季营收
What happened
2026年10月29日，微软公布截至9月30日的季度财报：季度营收923亿美元，同比增长19%，连续10个季度创下营收纪录，净利润366亿美元，同比增长32%；微软云业务营收639亿美元，同比增长30%。财报首次按美元披露Azure单季营收为332亿美元，同比增长48%，高于分析师预期的323亿美元，也超过CFO Amy Hood此前给出的44%至45%增速指引。同日微软在监管文件中披露，该季度从与OpenAI的商业安排中获得100亿美元收入，占季度总收入的近11%；2026财年该项收入达241亿美元，按最新季度节奏年化约400亿美元；截至9月底对OpenAI的应收款为72亿美元，高于6月底的60亿美元。
Written by AI from the reports · updated 2 h ago
Timeline
Follow the reports to see the event from each side.
- TechCrunch · AIMicrosoft just shared Azure’s actual revenue in dollars: $33.2 billion
Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the biggest competitor in the market, AWS.
- TechCrunch · AIMicrosoft recorded $10 billion in revenue from OpenAI
Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.
- TechCrunch · AIMicrosoft hits 10 quarters of record-breaking revenue in a row
Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet another record for quarterly revenue on Wednesday: $92.3 billion, a 19% increase over the year-ago quarter.
Heat of this event
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