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Satya Nadella says Microsoft Cloud tops $100 billion revenue; analysts ‘unhappy’

Times of India · DistrictNews · 2026-08-27

Satya Nadella says Microsoft Cloud tops $100 billion revenue; analysts ‘unhappy’

Recently, Microsoft announced that its Azure cloud revenue has exceeded one hundred billion dollars. Despite this impressive milestone, the tech giant continues to withhold crucial financial details from its investors. This opacity raises questions about the genuine profitability and capital intensity of Azure. In contrast, competitors like Amazon offer more detailed segment-level financial reports, leading shareholders to call for enhanced transparency regarding Microsoft's cloud and AI divisions. Microsoft’s cloud business recently crossed a major milestone, but the company still isn’t telling investors the full story, a report has said. CEO Satya Nadella revealed on an earnings call that Azure’s annual revenue has topped $100 billion for the first time – which is a rare disclosure from a company that has long kept its cloud numbers under wraps. Satya Nadella says Microsoft Cloud tops $100 billion revenue; analysts ‘unhappy’

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