Microsoft hails cloud and AI revenue for boffo earnings

Microsoft on Wednesday reported better than expected revenue for the fourth quarter of its 2025 fiscal year, thanks to the company's booming cloud business and, allegedly, to AI. "Cloud and AI is the driving force of business transformation across every industry and sector," said Satya Nadella, chairman and chief executive …

[Dan 55]

$75 billion revenue a quarter

And the result of having all that money is Windows 11.

[Peter-Waterman1]

Re: $75 billion revenue a quarter

I remember all the shit posting from the Microsoft fan boys back in the “Cloud wars” days. They kept on ranting on how “Azure is growing faster than AWS” and how “AWS is for startups”, and all that crap. Here we are nearly 20 years after it all started and Microsoft are still way behind. And now everyone is like cloud is old news, it’s all about AI baby!

[charlieboywoof]

err

fourth quarter? Its july

[Anonymous Coward]

"With AI infused into every application and service, all revenue becomes attributable to AI."

A bit like a STD infecting every sex worker and the pimps attributing the ladies' income stream entirely to gonorrhea.

If only there were a penicillin for AI.

[Anonymous Coward]

Re: "With AI infused into every application and service, all revenue becomes attributable to AI."

It’s called regulation and copyright enforcement.

Shame Orange Shitgibbon-land is going 180 degrees the opposite way. At pace.

[Wiretrip]

When this bubble bursts

there are going to be plenty of very cheap graphics cards on the market!

[Dunstan Vavasour]

How much of that is bundling Copilot with Office?

Remember how earlier in the year Microsoft jacked up the prices for O365 and bundled Copilot? And we learned that, in order to not pay for Copilot, you have to follow the workflow to cancel O365, at which point you get offered the old price without Copilot?

So how much of this AI revenue is actually coming from tricking your customers into paying for something they don't want or need?