Satya Nadella, chairman and chief government officer of Microsoft
| Picture Credit score:
Max Cherney
Microsoft Company reported a income of $77.7 billion for the quarter ending September 30, 2025, an 18 per cent improve in comparison with the identical interval final 12 months, in line with an organization press launch. Working revenue rose 24 per cent to $38 billion, whereas internet revenue reached $27.7 billion, marking a 12 per cent rise on a GAAP foundation.
On a non-GAAP foundation, internet revenue stood at $30.8 billion, up 22 per cent. Diluted earnings per share had been $3.72 on a GAAP foundation, up 13 per cent, and $4.13 on a non-GAAP foundation, up 23 per cent. The corporate mentioned non-GAAP outcomes excluded the influence of its investments in OpenAI.
1/ Simply wrapped our earnings name and needed to share a couple of highlights from the quarter.
Backside line: We have nice momentum throughout our AI platform and our household of Copilots, fueling our growing investments in each capital and expertise.
— Satya Nadella (@satyanadella) October 29, 2025
Satya Nadella, chairman and chief government officer of Microsoft, mentioned the corporate’s cloud and AI capabilities are reshaping industries. “Our planet-scale cloud and AI manufacturing unit, along with Copilots throughout excessive worth domains, is driving broad diffusion and real-world influence,” Nadella mentioned. “It is why we proceed to extend our investments in AI throughout each capital and expertise to satisfy the large alternative forward.”
Amy Hood, government vice chairman and chief monetary officer, mentioned the corporate started the fiscal 12 months on a robust notice.” We delivered a robust begin to the fiscal 12 months, exceeding expectations throughout income, working revenue and earnings per share,” Hood mentioned. “Continued power within the Microsoft Cloud displays the rising buyer demand for our differentiated platform.”
In a submit on X, Nadella highlighted that Microsoft plans to extend its AI capability by 80 per cent this 12 months and practically double its information centre footprint inside two years. He pointed to the upcoming Fairwater facility in Wisconsin, which he mentioned would be the world’s strongest AI information centre, able to scaling to 2 gigawatts.
“We’re constructing a fungible fleet that spans each stage of the AI lifecycle and is continually optimised to ship the perfect ROI and TCO for us and our clients,” Nadella mentioned. He added that the corporate’s AI ecosystem continues to develop, with its household of Copilots surpassing 150 million month-to-month lively customers throughout numerous domains. GitHub Copilot now has greater than 26 million customers, whereas Microsoft 365 Copilot is utilized by 90 per cent of Fortune 500 firms.
“90 p.c of the F500 now use M365 Copilot – and we’re delivery updates very quick. GitHub Copilot now has 26 million-plus customers,” he mentioned. The corporate additionally recorded progress in healthcare, documenting over 17 million affected person encounters, a fivefold improve 12 months over 12 months. Nadella additional famous Microsoft’s renewed settlement with OpenAI, stating, “This week, we signed a brand new settlement with OpenAI, a milestone for each firms.”
Revealed on October 30, 2025
