微软在最新季度财报中首次披露了Azure云业务的具体美元营收数据。该业务在7月至9月的财季内录得332亿美元收入，同比增长48%1。这一表现不仅超出了分析师此前预期的323亿美元，也超过了微软首席财务官Amy Hood之前给出的44%至45%的增长率预测1。作为微软旗下规模最大且增长最快的产品线，Azure目前约占公司本季度总营收（923亿美元）的36%1。
此次数据披露使投资者能够更直接地将Azure与主要竞争对手进行对比。尽管谷歌云同期营收为307亿美元略低于Azure，但其同比增速接近翻倍，显得更为强劲1。此外，微软还引入了新的业务分部“Agents and Infra”，该分部整合了Azure及Microsoft 365云端业务，报告称其总营收达到768亿美元，同比增长25%1。
Microsoft revealed the specific dollar amount of its Azure cloud services revenue for the first time in a quarterly report, marking a significant shift in financial transparency 1. The company announced that Azure generated $33.2 billion in revenue during the July-September quarter, representing a 48% increase compared to the same period last year 1. This figure surpassed both analyst expectations of $32.3 billion and the growth forecast of 44%-45% previously provided by Chief Financial Officer Amy Hood 1.
The disclosure allows investors to make more direct comparisons between Microsoft’s cloud operations and those of competitors such as Amazon Web Services and Google Cloud 1. While Google Cloud reported slightly lower revenue of $30.7 billion for the same quarter, it achieved nearly doubled growth year-over-year 1. Azure now accounts for approximately 36% of Microsoft’s total quarterly revenue, which stood at $92.3 billion 1. The summary indicates Azure is Microsoft's largest and fastest-growing product line 1.
In conjunction with this reporting change, Microsoft introduced a new business segment titled "Agents and Infra." This division encompasses both Azure and Microsoft 365 commercial cloud services, contributing a combined revenue of $76.8 billion for the quarter, a 25% increase year-over-year 1.
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