Quote post: @Microsoft on FY27 Q1 results and first Azure dollar disclosure
Microsoft disclosed Azure revenue in dollars for the first time: $33.2B, up 48%. I think the story is Azure added $10.8B in a year while Windows OEM and devices shrank 22% to $3.6B. When do we stop calling it a Windows company?
Not financial advice
https://x.com/Microsoft/status/2115535611801248094
Sources: Microsoft IR: Azure $33,165M vs $22,384M a year ago; Windows OEM and devices $3,551M vs $4,551M, down 22% · CNBC: first time Microsoft disclosed Azure in dollars, $33.17B vs $32.32B expected; devices and Windows licenses down 22 · The Verge: Azure contributed $33.17B, up 48%; Windows OEM and devices revenue down 22%
Not financial advice. For informational and educational purposes only.
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