{"id":22572,"date":"2026-04-30T04:57:43","date_gmt":"2026-04-30T04:57:43","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/22572\/"},"modified":"2026-04-30T04:57:43","modified_gmt":"2026-04-30T04:57:43","slug":"microsoft-q3-highlights-ai-revenue-up-123-yoy-hits-annual-run-rate-37-billion-helps-with-double-beat","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/22572\/","title":{"rendered":"Microsoft Q3 Highlights: AI Revenue Up 123% YoY, Hits Annual Run Rate $37 Billion, Helps With Double Beat"},"content":{"rendered":"<p class=\"block core-block\">Microsoft Corporation <a class=\"ticker-link\" data-ticker=\"MSFT\" data-exchange=\"NASDAQ\" href=\"https:\/\/www.benzinga.com\/quote\/MSFT\" target=\"_blank\" rel=\"noopener nofollow\">(NASDAQ:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/MSFT\" target=\"_blank\" rel=\"nofollow noopener\">MSFT<\/a>) announced third-quarter financial results on Wednesday <a href=\"https:\/\/www.benzinga.com\/earnings\" target=\"_blank\" rel=\"nofollow noopener\">after market close.<\/a><\/p>\n<p class=\"block core-block\">Here are the key highlights.<\/p>\n<p>Microsoft Q3 Earnings<\/p>\n<p class=\"block core-block\">Microsoft reported third-quarter revenue of $82.9 billion, up 18% year-over-year. The revenue total beat a Street consensus estimate of $81.39 billion according to data <a href=\"https:\/\/bzresearch.myclickfunnels.com\/benzinga-pro-content-webinar-registration\/?utm_source=BZprocontent042926&amp;t=be2bearmibe3na1\" target=\"_blank\" rel=\"nofollow noopener\">from Benzinga Pro.<\/a><\/p>\n<p class=\"block core-block\">The company reported quarterly earnings of $4.27 per share, beating a Street consensus estimate of $4.06 per share.<\/p>\n<p class=\"block core-block\">Here\u2019s a look at Microsoft\u2019s revenue by reporting segment:<\/p>\n<p>Productivity and Business Processes: $35.0 billion, +17% year-over-year<\/p>\n<p>Intelligent Cloud: $34.7 billion, +30% year-over-year<\/p>\n<p>More Personal Computing: $13.2 billion, -1% year-over-year<\/p>\n<p class=\"block core-block\">Overall Microsoft Cloud revenue was $54.5 billion, up 29% year-over-year. The company said its commercial remaining performance obligation was $627 billion at the end of the quarter, up 99% year-over-year.<\/p>\n<p class=\"block core-block\">Azure and other cloud services revenue was up 40% year-over-year in the quarter.<\/p>\n<p class=\"block core-block\">&#8220;We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era,&#8221; Microsoft CEO Satya Nadella said. &#8220;Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.\u201d<\/p>\n<p>What&#8217;s Next For Microsoft<\/p>\n<p class=\"block core-block\">The company said it will provide forward guidance on its conference call, which can be watched below.<\/p>\n<p>Microsoft Stock Price Action<\/p>\n<p class=\"block core-block\">Microsoft stock is down 1.3% to $418.88 in after-hours trading Wednesday versus a 52-week trading range of $356.28 to $555.45.<\/p>\n<p class=\"block core-block\">Image via Shutterstock<\/p>\n<p><a class=\"text-sm my-4\" href=\"https:\/\/www.benzinga.com\/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom\" rel=\"noreferrer nofollow noopener\" target=\"_blank\">Market News and Data brought to you by Benzinga APIs<\/a><\/p>\n<p class=\"copyright\">\u00a9 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.<\/p>\n<p class=\"block core-block\">To add Benzinga News as your preferred source on Google, <a href=\"https:\/\/google.com\/preferences\/source?q=https%3A%2F%2Fwww.benzinga.com\" rel=\"noreferrer nofollow noopener\" target=\"_blank\">click here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Microsoft Corporation (NASDAQ:MSFT) announced third-quarter financial results on Wednesday after market close. Here are the key highlights. Microsoft&hellip;\n","protected":false},"author":2,"featured_media":22573,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[420,7829,15008,5895,5893,5896,7911,5892,320,7828,5891,5899,15629,7779,7912,15630,15631,10661,5903,15632],"class_list":{"0":"post-22572","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-microsoft","8":"tag-azure","9":"tag-azure-ai","10":"tag-category-earnings","11":"tag-category-movers","12":"tag-category-news","13":"tag-category-tech","14":"tag-category-trading-ideas","15":"tag-cms-wordpress","16":"tag-microsoft","17":"tag-microsoft-ai","18":"tag-pageisbzpro-bz","19":"tag-symbol-msft","20":"tag-tag-ai-stocks","21":"tag-tag-artificial-intelligence","22":"tag-tag-azure","23":"tag-tag-cloud-stocks","24":"tag-tag-magnificent-seven","25":"tag-tag-satya-nadella","26":"tag-tag-why-its-moving","27":"tag-tag-xbox"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/22572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=22572"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/22572\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/22573"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=22572"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=22572"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=22572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}