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Azure2026-04-30

Microsoft Q3: AI hits $37B run rate, Copilot seats reach 20M, Azure grows 40%

AI Analysis

Microsoft's AI business surpassed a $37B annual revenue run rate, up 123% YoY, with 365 Copilot seats reaching 20M+ (from 15M in January) and Azure growing 40%. Accenture announced it will roll Copilot out to all 743,000 employees. Microsoft also launched Azure SRE Agent, a Plugin Marketplace, and Foundry Agent Service BYOM support.

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