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Technology · North America

Microsoft reports Azure revenue of $33.2 billion, ahead of Google Cloud

Microsoft reported Azure revenue of $33.2 billion for the July–September quarter, a 48% increase from a year earlier. Alphabet reported Google Cloud revenue of $30.7 billion for the same quarter, while Azure’s result exceeded analysts’ $32.3 billion expectation.

AI-assisted synthesis · Based on 4 independent reports from 5 outlets · Article text read from 1 of 4 reportsHow it's made

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What happened

Key facts

  • Microsoft reported Azure revenue of $33.2 billion for the July–September quarter (per TechCrunch, ua.news).
  • Azure revenue increased 48% year over year (per TechCrunch, ua.news).
  • Alphabet reported Google Cloud revenue of $30.7 billion for the same quarter (per TechCrunch).
  • Azure revenue was about $850 million above analysts’ expectation of $32.3 billion (per TechCrunch).
  • Microsoft had previously reported Azure growth rates or revenue milestones without disclosing quarterly revenue in dollars (per TechCrunch).
  • The Straits Times, AFP.com and France 24 said Microsoft beat expectations, citing Azure’s cloud business (per France 24).

The brief

Microsoft reported Azure revenue of $33.2 billion for the July–September quarter, up 48% from a year earlier. The disclosure puts Azure’s quarterly revenue in dollar terms and gives a direct comparison with Google Cloud, which Alphabet reported at $30.7 billion for the same period.

TechCrunch reported that Azure’s revenue was about $850 million above analysts’ expectation of $32.3 billion. The Straits Times, AFP.com and France 24 each described Microsoft as beating expectations and pointed to Azure’s cloud business. UA.NEWS likewise reported Azure revenue growth of 48%, while its headline gave the revenue figure as $33.17 billion.

The dollar disclosure marks a change in how Microsoft has presented Azure’s performance: it had previously reported growth rates or revenue milestones without providing quarterly revenue in dollars. The new figure gives investors a reported revenue total to compare with Alphabet’s Google Cloud result for the same quarter.

TechCrunch also said Google Cloud roughly doubled its revenue from a year earlier, growing about twice as fast as Azure according to the outlet’s calculations. Google Cloud includes Google’s Workspace subscriptions, a point relevant to interpreting the comparison between the two cloud businesses.

Microsoft’s new Agents and Infra segment generated $76.8 billion, a 25% year-over-year increase. The segment groups Azure with Microsoft 365’s cloud business, so its revenue figure covers more than Azure alone and should not be treated as Azure’s standalone total. TechCrunch reported that Azure accounted for roughly 36% of Microsoft’s $92.3 billion in quarterly revenue.

The figure places Azure within Microsoft’s broader quarterly results while keeping the distinction between Azure revenue and the combined Agents and Infra segment clear. The reported figures therefore show Azure ahead of Google Cloud in quarterly revenue, while the growth rates described by TechCrunch ran in the opposite direction: Google Cloud grew faster year over year.

Microsoft’s reported Azure revenue also exceeded the analyst expectation cited by TechCrunch, while the three other headlines characterized Microsoft’s overall results as beating expectations.

Why it matters

  • Microsoft’s $33.2 billion Azure revenue provides a quarterly dollar figure, whereas the company had previously reported Azure growth rates or revenue milestones without disclosing quarterly revenue in dollars.
  • The comparison shows Azure at $33.2 billion and Google Cloud at $30.7 billion for the same quarter, while TechCrunch calculated that Google Cloud’s year-over-year growth was roughly twice Azure’s.
  • Azure’s reported revenue was about $850 million above the $32.3 billion analyst expectation cited by TechCrunch.

What to watch next

  • Whether Microsoft continues to disclose Azure quarterly revenue in dollars; it had previously reported growth rates or revenue milestones instead.
  • How subsequent quarterly revenue comparisons between Azure and Google Cloud relate to the figures of $33.2 billion and $30.7 billion reported for this quarter.

How it's being covered

Coverage analysisShow details
5 source articles · 5 unique outlets · 3 distinct reports
Outlet political mix: Center Only· 5 Center
Where the outlets are based: Europe 40% · US/Canada 20% · Other 40%
Outlet political mix
Center Only
Left
Center
Right
0 outlets
5 outlets
0 outlets
The marker shows coverage balance: each unique outlet counts once.
Geography
Where the outlets covering this story are based.
5 unique outletsDominant coverage: Europe
Coverage imbalance
  • Coverage is currently concentrated among Center-rated outlets (5 of 5 rated sources); comparatively few Left or Right-rated outlets have published on the event.
How we measure coverage

One source is from a wire service (AP, Reuters, AFP or Bloomberg), whose reporting other outlets often republish.

How outlets' accounts compare

Updat3 does not yet have enough full reports to compare how outlets framed this story.

Timeline

Developments from this story's sources, dated background we compiled and fact-checked, and our earlier coverage. Each row says which.
  1. Larry Page and Sergey Brin founded Google.
    Background · compiled and fact-checked by Updat3
  2. Amazon Web Services, launched in 2006, helped establish the commercial market for renting computing infrastructure over the internet.
    Background · from our historical context
  3. Google introduced Google App Engine.
    Background · compiled and fact-checked by Updat3
  4. Microsoft announced Windows Azure.
    Background · compiled and fact-checked by Updat3
  5. Microsoft made Windows Azure commercially available.
    Background · compiled and fact-checked by Updat3
  6. Microsoft’s cloud business developed alongside its broader shift toward subscriptions and hosted services under CEO Satya Nadella, who took office on February 4, 2014.
    Background · from our historical context
  7. On July 30, 2025, Microsoft reported that Azure and other cloud services revenue had grown 39% year over year in its fiscal fourth quarter, but did not give Azure’s quarterly revenue in dollars.
    Background · from our historical context

How we got here

On July 30, 2025, Microsoft reported that Azure and other cloud services revenue had grown 39% year over year in its fiscal fourth quarter, but did not give Azure’s quarterly revenue in dollars. Microsoft had used growth rates and other milestones to describe Azure rather than routinely publishing a separate quarterly revenue figure.

Microsoft announced Windows Azure on October 27, 2008, and made the cloud-computing platform commercially available on February 1, 2010. Google introduced Google App Engine in April 2008 and announced the Google Cloud Platform brand in 2013, establishing the two companies as competitors in cloud services.

Related developments1 story

Original sources

5 articles from 5 outlets

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