Microsoft's Intelligent Cloud Expands Rapidly: Can the Upside Persist?

Key Takeaways Microsoft's Intelligent Cloud posted $29.9B in Q4 revenues, up 26% year over year.Azure and other cloud services jumped 39% on strong AI and enterprise demand.Management guided $30.1B-$30.4B Intelligent Cloud revenues for Q1 FY26.Microsoft's (MSFT) Intelligent Cloud is powering ahead at an impressive pace. In the fourth quarter of fiscal 2025, the segment delivered $29.9 billion in revenues, up 26% year over year, while Azure and other cloud services rallied 39%, well ahead of estimates. This ...