Earnings

Microsoft puts a dollar figure on Azure for the first time, $33.2 billion in a quarter, and its filing shows $10 billion of revenue from OpenAI

October 29, 2026

Microsoft's first quarter of fiscal 2027 brought $92.3 billion in revenue, 48% Azure growth and, for the first time, a dollar figure for Azure: $33.2 billion. Its quarterly filing adds that commercial arrangements with O…

Business
Alphabet's third quarter: Google Cloud more than doubles to $30.7 billion and the Gemini app hits 1 billion users, but a profit miss drags the stock

October 29, 2026

Alphabet said on October 28 that AI demand pushed Google Cloud revenue up 103% to $30.7 billion and took the Gemini app to 1 billion users, while Google began selling ads in AI Mode outside the US. Profit, search revenue…