Microsoft to Report Quarterly Azure Revenue for the First Time

Microsoft will disclose quarterly Azure revenue in absolute dollars beginning with its Q1 FY2027 earnings call in late October — its first quarterly breakdown of the business. Azure trails AWS, $85.8 billion versus $128.7 billion for calendar 2025. The new figures will also use a narrower Azure definition, excluding GitHub cloud, Security Copilot, and Healthcare and Life Sciences cloud.