Microsoft Fourth Quarter Results Beat Estimates as Azure Growth Accelerates, AI Business Tops $100bn

Microsoft beat fiscal Q4 expectations with revenue of $90.01 billion and adjusted EPS of $4.74, lifting shares after hours.

Azure growth accelerated to 43%, and Microsoft said its AI business surpassed $100 billion in annual revenue.

Microsoft 365 Copilot topped 30 million paid seats, while GitHub Copilot reached 50 million users.

Capital spending rose sharply as the company keeps investing heavily in AI infrastructure.