Earnings$MSFT6:33 PM ETdeveloping · v2

Microsoft CFO: Azure revenue grew 48% YoY, driven by GPU efficiency and higher token pricing

By BORSA NewsroomPublished Oct 28, 2026, 6:33 PM EDTUpdated Oct 28, 2026, 6:34 PM EDT

Microsoft CFO Amy Hood reported Azure revenue ahead of estimates at +48% YoY, with Foundry revenue more than tripling. She cited GPU fleet efficiency gains, higher token pricing, and monetization of underutilized CPU capacity. Demand still exceeds supply.

Sentimentbullish 80

Strongly bullish · 80 of 100

Impact60

medium · sector-wide

Confidence90%

high confidence · 2 wires

Eventdeveloping

v2 · alerted to followers

WHAT WE KNOW

Azure revenue grew 48% YoY, ahead of estimates