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Microsoft Q3: Azure Surges 33% as Cloud Revenue Hits $42.4B

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Microsoft reported robust Q3 FY2025 financial results, with revenue reaching $70.1 billion, up 13% year-over-year. The tech giant's performance was primarily driven by strong Cloud and AI growth, with Microsoft Cloud revenue hitting $42.4 billion, a 20% increase.

Key financial metrics showed impressive growth:

  • Operating Income: $32.0 billion (+16%)
  • Net Income: $25.8 billion (+18%)
  • Earnings Per Share: $3.46 (+18%)

Segment performance highlights included Azure cloud services growing 33%, Productivity and Business Processes revenue reaching $29.9 billion (+10%), and Intelligent Cloud revenue hitting $26.8 billion (+21%). The More Personal Computing segment generated $13.4 billion (+6%). During Q3, Microsoft returned $9.7 billion to shareholders through dividends and share repurchases.

Microsoft ha riportato risultati finanziari solidi per il terzo trimestre dell'anno fiscale 2025, con un fatturato che ha raggiunto 70,1 miliardi di dollari, in crescita del 13% rispetto all'anno precedente. La performance del gigante tecnologico è stata trainata principalmente dalla forte crescita del Cloud e dell'Intelligenza Artificiale, con i ricavi di Microsoft Cloud che hanno raggiunto 42,4 miliardi di dollari, con un aumento del 20%.

I principali indicatori finanziari hanno mostrato una crescita impressionante:

  • Reddito operativo: 32,0 miliardi di dollari (+16%)
  • Utile netto: 25,8 miliardi di dollari (+18%)
  • Utile per azione: 3,46 dollari (+18%)

I punti salienti delle performance per segmento includono una crescita del 33% dei servizi cloud Azure, ricavi di 29,9 miliardi di dollari (+10%) per il settore Produttività e Processi Aziendali, e ricavi di 26,8 miliardi di dollari (+21%) per l'Intelligent Cloud. Il segmento More Personal Computing ha generato 13,4 miliardi di dollari (+6%). Nel corso del terzo trimestre, Microsoft ha restituito 9,7 miliardi di dollari agli azionisti attraverso dividendi e riacquisti di azioni.

Microsoft reportó resultados financieros sólidos en el tercer trimestre del año fiscal 2025, con ingresos que alcanzaron los 70,1 mil millones de dólares, un aumento del 13% interanual. El desempeño del gigante tecnológico estuvo impulsado principalmente por un fuerte crecimiento en Cloud e Inteligencia Artificial, con ingresos de Microsoft Cloud que alcanzaron los 42,4 mil millones de dólares, un incremento del 20%.

Las métricas financieras clave mostraron un crecimiento impresionante:

  • Ingreso operativo: 32,0 mil millones de dólares (+16%)
  • Ingreso neto: 25,8 mil millones de dólares (+18%)
  • Ganancias por acción: 3,46 dólares (+18%)

Los puntos destacados del rendimiento por segmento incluyeron un crecimiento del 33% en los servicios en la nube Azure, ingresos de 29,9 mil millones de dólares (+10%) en Productividad y Procesos Empresariales, y 26,8 mil millones de dólares (+21%) en Intelligent Cloud. El segmento More Personal Computing generó 13,4 mil millones de dólares (+6%). Durante el tercer trimestre, Microsoft devolvió 9,7 mil millones de dólares a los accionistas mediante dividendos y recompras de acciones.

마이크로소프트는 2025 회계연도 3분기에 견고한 재무 실적을 보고했으며, 매출은 전년 대비 13% 증가한 701억 달러에 달했습니다. 이 기술 대기업의 성과는 주로 강력한 클라우드 및 인공지능 성장에 힘입었으며, 마이크로소프트 클라우드 매출은 424억 달러로 20% 증가했습니다.

주요 재무 지표는 인상적인 성장을 보였습니다:

  • 영업이익: 320억 달러 (+16%)
  • 순이익: 258억 달러 (+18%)
  • 주당순이익: 3.46달러 (+18%)

세부 부문별 성과 하이라이트로는 Azure 클라우드 서비스가 33% 성장했으며, 생산성 및 비즈니스 프로세스 매출은 299억 달러(+10%), 인텔리전트 클라우드는 268억 달러(+21%)를 기록했습니다. More Personal Computing 부문은 134억 달러(+6%)의 매출을 올렸습니다. 3분기 동안 마이크로소프트는 배당금과 자사주 매입을 통해 주주들에게 97억 달러를 환원했습니다.

Microsoft a publié des résultats financiers solides pour le troisième trimestre de l'exercice 2025, avec un chiffre d'affaires atteignant 70,1 milliards de dollars, en hausse de 13 % d'une année sur l'autre. La performance du géant technologique a été principalement portée par une forte croissance du Cloud et de l'IA, les revenus de Microsoft Cloud atteignant 42,4 milliards de dollars, soit une augmentation de 20 %.

Les principaux indicateurs financiers ont montré une croissance impressionnante :

  • Résultat d'exploitation : 32,0 milliards de dollars (+16 %)
  • Résultat net : 25,8 milliards de dollars (+18 %)
  • Bénéfice par action : 3,46 dollars (+18 %)

Parmi les faits marquants des performances par segment, on note une croissance de 33 % des services cloud Azure, un chiffre d'affaires de 29,9 milliards de dollars (+10 %) pour la productivité et les processus métier, et 26,8 milliards de dollars (+21 %) pour l'Intelligent Cloud. Le segment More Personal Computing a généré 13,4 milliards de dollars (+6 %). Au cours du troisième trimestre, Microsoft a reversé 9,7 milliards de dollars aux actionnaires sous forme de dividendes et de rachats d'actions.

Microsoft meldete robuste Finanzergebnisse für das dritte Quartal des Geschäftsjahres 2025, mit einem Umsatz von 70,1 Milliarden US-Dollar, was einem Anstieg von 13 % im Jahresvergleich entspricht. Die Leistung des Technologieriesen wurde hauptsächlich durch starkes Wachstum im Bereich Cloud und KI angetrieben, wobei der Umsatz von Microsoft Cloud 42,4 Milliarden US-Dollar erreichte, ein Plus von 20 %.

Wichtige finanzielle Kennzahlen zeigten beeindruckendes Wachstum:

  • Betriebsergebnis: 32,0 Milliarden US-Dollar (+16%)
  • Nettoeinkommen: 25,8 Milliarden US-Dollar (+18%)
  • Gewinn je Aktie: 3,46 US-Dollar (+18%)

Höhepunkte der Segmentleistung waren ein Wachstum von 33 % bei den Azure-Cloud-Diensten, ein Umsatz von 29,9 Milliarden US-Dollar (+10 %) im Bereich Produktivität und Geschäftsprozesse sowie 26,8 Milliarden US-Dollar (+21 %) im Bereich Intelligent Cloud. Das Segment More Personal Computing erzielte 13,4 Milliarden US-Dollar (+6 %). Im dritten Quartal gab Microsoft 9,7 Milliarden US-Dollar an die Aktionäre in Form von Dividenden und Aktienrückkäufen zurück.

Positive
  • Revenue grew 13% YoY to $70.1B
  • Operating income increased 16% to $32B
  • Net income up 18% to $25.8B
  • EPS rose 18% to $3.46
  • Microsoft Cloud revenue reached $42.4B, up 20%
  • Azure cloud services revenue surged 33%
  • Dynamics 365 revenue grew 16%
  • Search and news advertising revenue increased 21%
  • $9.7B returned to shareholders via dividends and buybacks
Negative
  • Windows OEM and Devices revenue showed modest 3% growth
  • LinkedIn revenue growth slowed to 7%
  • Xbox content services revenue grew only 8%, below other segments

Insights

Microsoft delivered exceptional Q3 results with double-digit growth across all metrics, driven by cloud services and AI implementation.

Microsoft's Q3 FY2025 results showcase robust financial performance with consistent double-digit growth across all key metrics. Revenue increased 13% year-over-year to $70.1 billion, while operating income grew 16% to $32.0 billion. Net income rose 18% to $25.8 billion, resulting in diluted EPS of $3.46, also up 18%.

The company's cloud business continues to be the primary growth driver, with Microsoft Cloud revenue reaching $42.4 billion, a 20% increase year-over-year (22% in constant currency). This strong cloud performance reflects Microsoft's continued execution in this segment.

Examining segment performance reveals varied growth rates:

  • Intelligent Cloud showed the strongest growth at 21%, reaching $26.8 billion
  • Productivity and Business Processes grew 10% to $29.9 billion
  • More Personal Computing increased 6% to $13.4 billion

Within these segments, several services demonstrated particularly strong performance:

  • Azure and other cloud services grew 33% (35% in constant currency)
  • Dynamics 365 revenue increased 16% (18% in constant currency)
  • Search and news advertising revenue rose 21% (23% in constant currency)

Microsoft also returned $9.7 billion to shareholders through dividends and share repurchases during the quarter, demonstrating its continued commitment to shareholder returns alongside its growth investments.

The financial results demonstrate Microsoft's ability to maintain strong growth momentum despite its already substantial scale, particularly in cloud services and AI-related offerings which CEO Satya Nadella described as "essential inputs for every business."

Microsoft's strong cloud and AI results demonstrate successful execution of its strategy, with Azure's 33% growth highlighting market demand.

Microsoft's Q3 FY2025 results highlight the company's successful execution in cloud services and AI-driven solutions. The 33% growth in Azure (35% in constant currency) demonstrates robust demand for Microsoft's cloud infrastructure offerings, even as the company operates at significant scale.

CEO Satya Nadella's statement that "Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth" indicates how Microsoft is positioning its technological offerings as fundamental business necessities rather than optional tools. This framing aligns with the company's strategy to embed its services deeply into enterprise operations.

The segment breakdown reveals Microsoft's strength across its diversified portfolio:

  • Microsoft 365 Commercial cloud services grew 12% (15% in constant currency), showing continued demand for productivity tools
  • Server products and cloud services revenue increased 22% (24% in constant currency)
  • LinkedIn revenue rose 7% (8% in constant currency)
  • Xbox content and services expanded 8% (9% in constant currency)

The 21% growth in search and news advertising revenue (excluding traffic acquisition costs) demonstrates strength in Microsoft's digital advertising business. Meanwhile, Windows OEM and Devices revenue increased by a more modest 3%.

The consistency of growth across Microsoft's product lines illustrates how the company has successfully diversified beyond its original core Windows and Office businesses. The results show Microsoft's product portfolio spans consumer services, enterprise productivity, cloud infrastructure, and gaming, providing multiple growth vectors as technology adoption continues across industries.

These results demonstrate how Microsoft's long-term strategic focus on cloud and AI is translating into financial performance, as businesses continue to adopt these technologies to improve operations and create new capabilities.

Microsoft Corp. (MSFT) announced on April 30, 2025, its financial results for the third quarter of its fiscal year 2025, ended March 31, 2025. The company reported significant growth driven primarily by the performance of its Cloud and Artificial Intelligence (AI) offerings.

Financial Performance Highlights

Microsoft reported double-digit growth in key financial metrics compared to the same period last year. The company stated the following results:

  • Revenue: $70.1 billion, an increase of 13% year-over-year (15% in constant currency).
  • Operating Income: $32.0 billion, up 16% (19% in constant currency).
  • Net Income: $25.8 billion, an increase of 18% (19% in constant currency).
  • Diluted Earnings Per Share (EPS): $3.46, up 18% (19% in constant currency).

The technology giant attributed the strong quarterly performance to continued demand for its services, particularly within the Microsoft Cloud segment.

“Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth," said Satya Nadella, chairman and chief executive officer of Microsoft, in the release. “From AI infra and platforms to apps, we are innovating across the stack to deliver for our customers.”

Amy Hood, executive vice president and chief financial officer of Microsoft, noted the contribution of the cloud business, stating, “We delivered a strong quarter with Microsoft Cloud revenue of $42.4 billion, up 20% (up 22% in constant currency) year-over-year driven by continued demand for our differentiated offerings.”

Segment Performance

Microsoft breaks down its revenue into three main segments. Performance highlights for the quarter ended March 31, 2025, compared to the prior year, include:

Productivity and Business Processes

Revenue in this segment reached $29.9 billion, marking a 10% increase (13% in constant currency). Key drivers included:

  • Microsoft 365 Commercial products and cloud services revenue grew 11% (14% CC), led by Microsoft 365 Commercial cloud revenue growth of 12% (15% CC).
  • Microsoft 365 Consumer products and cloud services revenue increased 10% (12% CC), with Consumer cloud revenue also up 10% (12% CC).
  • LinkedIn revenue rose 7% (8% CC).
  • Dynamics products and cloud services revenue increased 11% (13% CC), powered by Dynamics 365 revenue growth of 16% (18% CC).

Intelligent Cloud

This segment reported revenue of $26.8 billion, an increase of 21% (22% in constant currency). The company highlighted:

  • Server products and cloud services revenue grew 22% (24% CC).
  • Azure and other cloud services revenue saw significant growth of 33% (35% CC).

More Personal Computing

Revenue in More Personal Computing was $13.4 billion, up 6% (7% in constant currency). Highlights from this segment included:

  • Windows OEM and Devices revenue increased by 3%.
  • Xbox content and services revenue grew 8% (9% CC).
  • Search and news advertising revenue, excluding traffic acquisition costs (TAC), rose 21% (23% CC).

Shareholder Returns and Outlook

Microsoft stated that it returned $9.7 billion to shareholders through dividends and share repurchases during the third quarter of fiscal year 2025.

Regarding future performance, the company indicated that it will provide forward-looking guidance during its earnings conference call and webcast held on April 30, 2025.

The press release also noted that Microsoft delivers numerous product releases and enhancements each quarter as a result of significant research and development investments, pointing to a separate list for major highlights.

Constant Currency Basis

Microsoft provided constant currency figures to help investors assess underlying business performance by excluding the effects of foreign currency fluctuations. According to the release, these non-GAAP figures are calculated by converting current and prior period results reported in foreign currencies into U.S. dollars using average exchange rates from the comparative period. The company cautioned that these non-GAAP measures should not substitute GAAP figures.

This article is based solely on information provided in Microsoft Corp.'s press release dated April 30, 2025. The content is for informational purposes only and does not constitute financial, investment, legal, or tax advice. Stock Titan and its writers make no representations as to the accuracy, completeness, or timeliness of the information. Investors should conduct their own due diligence before making any investment decisions.

Source: Microsoft Corp.

FAQ

What was Microsoft (MSFT) revenue in Q3 2025?

Microsoft reported revenue of $70.1 billion in Q3 FY2025, representing a 13% increase year-over-year (15% in constant currency).

How much did Microsoft Azure cloud services grow in Q3 2025?

Microsoft Azure and other cloud services revenue grew by 33% (35% in constant currency) in Q3 FY2025, driving the Intelligent Cloud segment's strong performance.

What was Microsoft (MSFT) earnings per share in Q3 2025?

Microsoft's diluted earnings per share (EPS) was $3.46 in Q3 FY2025, increasing 18% (19% in constant currency) compared to the previous year.

How much did Microsoft return to shareholders in Q3 2025?

Microsoft returned $9.7 billion to shareholders through dividends and share repurchases during Q3 FY2025.

What was Microsoft's cloud revenue in Q3 2025?

Microsoft Cloud revenue reached $42.4 billion in Q3 FY2025, growing 20% (22% in constant currency) year-over-year.

How did Microsoft Xbox perform in Q3 2025?

Microsoft's Xbox content and services revenue grew 8% (9% in constant currency) in Q3 FY2025.
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