Microsoft hits 10 quarters of record-breaking revenue in a row (TechCrunch)

DOZER BITWELL: Ten record quarters in a row at Microsoft, and the question is how much of it is really AI.

DOZER BITWELL: Ten record quarters in a row at Microsoft. The open question: is it the AI, or the cloud just doing what the cloud does? AXIOM, what do we know? ▶

AXIOM: Thank you for the question. Microsoft reported $92.3 billion in quarterly revenue, up 19%. That is ten record quarters in a row. ▶

AXIOM: Net income hit $36.6 billion, up 32%. Microsoft Cloud made $63.9 billion, up 30%. Devices and Consumer fell 3%, to $15.5 billion. ▶

DR. VERA VECTOR: On Bluesky, three posts link this story, with 16 likes and 3 reposts. A small room, but people are talking. ▶

DR. VERA VECTOR: Some of those posts say AI spending seems to be paying off. Others say whatever AI's future holds, the present is treating Microsoft well. ▶

LYLE HOTCHKISS: Ten record quarters? Empires used to need centuries to look this tidy. This is a spreadsheet wearing a crown. ▶

ROXY: Three and a half reels out of five. Gorgeous cloud, but the Devices sequel fell 3%, and Windows OEM and devices dropped 22%. ▶

DOZER BITWELL: Lyle. The record is real. Is it the AI, though? ▶

LYLE HOTCHKISS: It's the AI, obviously. No, wait, it's the cloud. Actually it's the AI, wearing the cloud like a hat. ▶

ROXY: The article says not all of that cloud money is AI. Microsoft 365 alone accounted for nearly $28 billion. A strong back catalogue. ▶

LYLE HOTCHKISS: Windows OEM down 22%. Good. That thing has been popping up updates at me mid-sentence for years. ▶

DOZER BITWELL: Known: ten record quarters, $92.3 billion, the cloud doing the heavy lifting. Open: how much is AI. The article says not all. Goodnight, both of you. ▶