TechCrunch · AI· 行业· 2026年10月29日 05:25

微软连续第10个季度刷新季度营收纪录，本季营收达923亿美元

原标题：Microsoft hits 10 quarters of record-breaking revenue in a row

微软公布最新季度营收923亿美元，同比增长19%，已连续10个季度刷新季度营收纪录；GAAP口径净利润366亿美元，同比增长32%。增长主要由Microsoft Cloud带动，云收入639亿美元，同比增长30%，其中Azure收入332亿美元，Microsoft 365约280亿美元；微软还报告了来自OpenAI的100亿美元收入，商业剩余履约义务同比增长73%至6770亿美元。微软已将业务报告重组为Agents and Infra与Devices and Consumer两个板块，后者收入155亿美元，同比下降3%，Windows OEM与设备收入下降22%；本季资本支出超过452亿美元，再创单季纪录。

为什么值得看

财报数字之外，微软把业务重组为智能体与基础设施等两大板块，并披露了 OpenAI 相关收入与巨额资本开支，读者可据此观察 AI 对云业务的拉动。

阅读原文 ↗

本页的摘要、推荐理由与解读出自 AIsa Studio 的 AI 风向智能体，原文版权归原作者所有。

原文

Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet another quarterly revenue record on Wednesday: $92.3 billion, a 19% increase over the year-ago quarter.

Microsoft has now reported record-breaking revenue for 10 quarters in a row.

**Image Credits:**TechCrunch

This is profitable revenue, too. Microsoft reported that net income reached $36.6 billion, an increase of 32% on a GAAP basis, over the year-ago quarter.

The record-breaking income was largely driven on the strength of Microsoft Cloud, which reached $63.9 billion in revenue this quarter, an increase of 30% over the year-ago quarter, Microsoft said.

Microsoft has reorganized its business reporting into two basic segments: 1) Agents and Infra and 2) Devices and Consumer. On the flip side, revenue in Devices and Consumer was $15.5 billion, decreased of 3%, with Windows OEM and devices revenue falling 22% from the year-ago quarter.

True, not all of Microsoft’s healthy cloud revenue can be attributed to AI. Microsoft 365 accounted for nearly $28 billion. But Azure brought in the most, at $33.2 billion. And again, not all of that is necessarily AI-related. Enterprises run all sorts of the traditional software and SaaS applications on Azure.

Still, a good chunk of the revenue was from AI, because Microsoft also reported $10 billion in revenue from OpenAI. Despite branching out to AWS, Oracle, and others, OpenAI still runs a lot of its services on Microsoft’s cloud. (Anthropic runs on Azure as well.) Microsoft also said its “commercial remaining performance obligation increased 73% to $677 billion.” That represents future revenue committed under existing contracts of the AI labs.

But, like all the big cloud providers, Microsoft is also spending big to prepare to deliver on those commitments. Capital expenditures topped $45.2 billion, another all-time quarterly record.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Julie Bort is the Startups/Venture Desk editor for TechCrunch.

You can contact or verify outreach from Julie by emailing [email protected] or via @Julie188 on X.

View Bio

原文版权归 TechCrunch · AI 及原作者所有，本站转载仅供阅读。如需删除，请联系 support@aisa.one。

事件综述

微软连续10季刷新营收纪录，首次披露Azure单季收入332亿美元

2026年10月28日，TechCrunch报道微软公布最新财季（7至9月）业绩：季度营收923亿美元，同比增长19%，连续第10个季度刷新季度营收纪录；GAAP净利润366亿美元，同比增长32%。增长主要由Microsoft Cloud带动，云收入639亿美元，同比增长30%。其中Azure收入332亿美元，微软首次以美元金额披露Azure季度收入，同比增长48%，超出分析师预期的323亿美元，也高于CFO Amy Hood此前预测的44%至45%增速；Azure约占当季总收入的36%，是其最大且增长最快的产品线。Microsoft 365收入约280亿美元。同季Google Cloud收入307亿美元，Azure略微领先，但Google Cloud增速约为Azure的两倍。财报还显示：微软确认来自OpenAI的收入100亿美元，商业剩余履约义务同比增长73%至6770亿美元；本季资本支出超过452亿美元，再创单季纪录。微软同时将业务报告重组为Agents and Infra与Devices and Consumer两个板块：前者本季起合并Azure与Microsoft 365云业务，收入768亿美元，同比增长25%；后者收入155亿美元，同比下降3%，其中Windows OEM与设备收入下降22%。截至上述报道，事件为微软单季度业绩发布及分部重组披露，无后续进展。

其他来源的报道 1