Microsoft reports record Azure revenue and 30 million Copilot paid seats

Microsoft Azure Copilot fiscal 2026 earnings AI security model

Microsoft Corp. posted fiscal 2026 fourth‑quarter results showing revenue of $90.0 billion, an 18 % year‑over‑year increase. The Intelligent Cloud segment, led by Azure, grew 43 % in the quarter and for the first time posted annual revenue exceeding $100 billion. Microsoft 365 Copilot surpassed 30 million paid seats, with usage accelerating across large enterprises.

The earnings beat lifted the stock more than 5 % to around $489 per share and added roughly $450 billion to market capitalization. CFO Amy Hood said the company expects positive free cash flow in fiscal 2027 despite a $175 billion capital‑expenditure plan. In a separate announcement, Microsoft unveiled the MAI‑Cyber‑1‑Flash security AI, which scored 96 % on the CyberGYM benchmark and costs half as much as its predecessor.

Overall, the results underscore Microsoft’s AI‑driven growth, with Azure’s compute capacity expansion and Copilot adoption driving both revenue and investor confidence.

Entities: Amy Hood · Anthropic · Azure · BizReach · BizReach Inc. · Microsoft · Microsoft 365 Copilot · Microsoft Corp. · Microsoft Corporation · OpenAI · Oumi AI · Salesforce Japan

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[● 2 SOURCES] Quarterly capital expenditures were $41 billion, with an annual capex target of $175 billion. (Microsoft earnings release)
[○ 1 SOURCE] Microsoft’s commercial remaining performance obligations rose 84% to $678 billion. (Microsoft earnings release)
[○ 1 SOURCE] Microsoft announced the AI security model MAI‑Cyber‑1‑Flash, scoring 96% on the CyberGYM benchmark and costing half as much as the prior version. (Microsoft security event)
[● 3 SOURCES] Microsoft’s shares rose more than 15% in a single day, adding about $450 billion to market capitalization. (Market reporting)
[● 3 SOURCES] Microsoft 365 Copilot reached over 30 million paid seats. (Microsoft earnings release)
[● 2 SOURCES] Microsoft expects positive free cash flow in fiscal 2027. (CFO Amy Hood’s memo)
[● 4 SOURCES] Microsoft reported fiscal fourth‑quarter 2026 revenue of $90.0 billion, an 18% increase year‑over‑year. (Microsoft earnings release)
[● 3 SOURCES] Azure revenue grew 43% year‑over‑year in the quarter and annual Azure revenue exceeded $100 billion for the first time. (Microsoft earnings release)
[○ 1 SOURCE] Salesforce Japan’s AI agent handled 4.31 million interactions, increasing sales deals by 40‑50 %. (2ab23147-e5da-4f8b-8920-dee01e27dbd5)
[○ 1 SOURCE] Traditional AI‑visibility metrics are unreliable; Reciprocal Rank Fusion is proposed as a more stable alternative. (ecfa71c6-b793-4dff-920f-744af2a3cc82)
[○ 1 SOURCE] Companies are adopting “tokenomics” to turn AI usage into measurable ROI. (252f70a3-6a5b-4422-9060-45b297c9ea6f)
[○ 1 SOURCE] Microsoft 365 Copilot has surpassed 30 million paid licences. (1d7a76f0-f03d-4174-b150-94450dbfbafa)