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FY26 Q2 Growing AI Business
and Microsoft Cloud Revenue
exceeds $50 Billion for the First Time
and
exceeds
Microsoft’s financial results for the second quarter of fiscal year 2026 look promising: The company achieved significant increases in all key figures compared to the same quarter last year. In this context, CEO Satya Nadella emphasizes that Microsoft continues to focus strongly on the AI business and is providing increasingly new added value for its customers with its portfolio…
FY26 Q2: Key Figures summarized
The second quarter of Microsoft’s 2026 fiscal year ended on December 31, 2025 – Microsoft announced its financial results on time on February 28. And these were significantly stronger than analysts had expected.
Revenue for the quarter came in at $81.3 billion, representing a 17% increase compared to FY25 Q2. Operating income was $38.3 billion, up 21%. Both net profit and earnings per share grew 60% – net income was $38.5 billion in FY26 Q2, and earnings per share were $5.16. Revenue in the Intelligent Cloud segment reached $32.9 billion this quarter, up 29% compared to the same quarter last year.
| Revenue (total) | Operating Income | Net Profit | Earnings per Share | |
|---|---|---|---|---|
| FY26 Q2 | $81.3 billion | $38.3 billion | $38.5 billion | $5.16 |
| FY25 Q2 | $69.6 billion | $31.7 billion | $24.1 billion | $3.23 |
| Compared to FY25 Q2 | + 17% | + 21% | + 60% | + 60% |
Expansion of AI Business: Increasing Added Value for Customers and Partners
According to Satya Nadella, Microsoft is only at the beginning with AI and its diffusion, but has nevertheless already built up a remarkable AI business. The company is “pushing the frontier across the entire AI stack” in order to “drive new value for customers and partners”.
Microsoft Cloud Revenue exceeds $50 Billion for the First Time
Microsoft Cloud revenue exceeded the $50 billion mark in FY26 Q2. Amy Hood, Executive Vice President and CFO of Microsoft, emphasized that this reflects the strong demand for Microsoft’s service portfolio. According to Hood, Microsoft “exceeded expectations in terms of revenue, operating income, and earnings per share”.
Digital Resilience, Data Security, and Sovereignty in the Era of Cloud Computing and AI Five Commitments from
Microsoft to Europe
Microsoft
Conclusion: The Cloud and AI Business is Booming
Microsoft increased its total revenue to over $80 billion in FY26 Q2. According to Satya Nadella, cloud and AI are currently the biggest growth drivers – this is also reflected in the revenue generated by Intelligent Cloud. At the same time, the company continues to invest heavily in the expansion of its AI segment in order to offer its customers and partners ever greater added value.
