Microsoft stock gains on Azure revenue disclosure

Published on 09/04/2026 at 18:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Microsoft stock gained after Azure revenue disclosure showed 29.4 billion USD in the June 2026 quarter and 101.9 billion USD for fiscal 2026.

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Microsoft (US5949181045) stock closed at 510.12 USD on September 3, 2026, up 2.68 percent, as investors weighed new Azure disclosure and a bigger cloud backlog. The latest quarter ended June 30, 2026, with Azure revenue at 29.4 billion USD and full-year Azure revenue at 101.9 billion USD.

Azure gives investors a number

According to an ad hoc news report, Microsoft said Azure generated 29.4 billion USD in the quarter ending June 30, 2026, up 42 percent from a year earlier. The same report said commercial remaining performance obligations reached 678 billion USD, a 84 percent increase year on year.

For the June 2026 quarter, Microsoft also posted total revenue of 90.01 billion USD and earnings per share of 4.74 USD, both above consensus estimates cited in the same report. Full-year fiscal 2026 revenue reached 331.84 billion USD, while earnings rose to 133.75 billion USD.

Consensus stays firm

Analyst data cited in the same report put the current quarter ending September 2026 at 90.67 billion USD in revenue and 4.72 USD in earnings per share. That implies another large quarter after fiscal 2026, with Azure now visible as a separate revenue line instead of only a growth rate.

Microsoft's cloud business also matters because Microsoft Cloud revenue in the June 2026 quarter reached 59.3 billion USD, up 27 percent from a year earlier. That combination of 29.4 billion USD Azure sales and 678 billion USD in contracted business is the clearest read-through for the stock.

Product lens: Azure

Azure is now the key product line behind the reporting shift, and Microsoft disclosed 101.9 billion USD in Azure revenue for fiscal 2026. For investors, the more important point is that the company is turning cloud usage into a visible revenue stream, not just a growth percentage.

Stock near 510 USD

Microsoft stock was at 510.12 USD on September 3, 2026, with market capitalization reported at about 3.4 trillion USD on the same date. The share price sits far above the 4.74 USD quarterly EPS printed for the June 2026 quarter, leaving valuation tied to cloud growth and backlog execution.