Redmond, WA – July 30, 2025 — Microsoft Corp. reported robust earnings for the fourth quarter of its 2025 fiscal year, posting $76.4 billion in revenue, a significant year-over-year increase of 18% and well above Wall Street estimates of $73.9 billion.
Net income for the quarter rose to $27.2 billion, or $3.65 per share, exceeding analysts’ expectations of $3.37 per share. The earnings beat was driven largely by strong growth in the company’s cloud business and ongoing demand for AI-powered enterprise tools.
The Intelligent Cloud segment, which includes Azure, generated $29.9 billion in revenue, up sharply from the previous year. Azure alone continued its rapid growth trajectory, with annual revenue surpassing $75 billion for the first time. Executives credited increasing enterprise adoption of AI infrastructure as a key driver.
CEO Satya Nadella highlighted Microsoft’s focus on delivering next-generation AI experiences through its cloud platforms, emphasizing long-term investments in infrastructure and partnerships. “We are redefining how businesses work with AI at scale,” Nadella said in a post-earnings call.
Despite trimming its capital expenditure forecast for fiscal 2026, Microsoft signaled continued commitment to cloud infrastructure expansion. The company also reported strong performance in Office productivity tools, LinkedIn, and Windows commercial offerings.
Shares of Microsoft surged by over 6% in after-hours trading, reflecting investor confidence in the company’s strategic direction and sustained growth in high-margin segments.
With this report, Microsoft closes a record fiscal year, reinforcing its position as a leading force in cloud computing and enterprise AI.
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