Microsoft

Reporting and context on Microsoft, with a closer look at the decisions and developments that matter.

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Microsoft
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At a glance

Microsoft develops software, cloud infrastructure and AI products. Coverage follows Azure, Copilot, AI partnerships and enterprise adoption.

Focus
Azure; Copilot; enterprise software
Reference
Microsoft

Reviewed 19 October 2026. Dates retain the precision of the source; retrospective disclosures are identified in the event. Azure annual revenue, AI annualized revenue and Copilot paid seats retain their distinct definitions.

Company milestones

Revenue, funding, product launches and major company events, newest first. Expand the earlier milestones for more history.

  1. Azure annual sales exceed $100B

    Microsoft reports the fiscal-year milestone, alongside more than 30M paid Microsoft 365 Copilot seats. Seats are an adoption measure, not revenue.

    Source: Microsoft
  2. Revises the OpenAI partnership

    Microsoft’s model license becomes non-exclusive; OpenAI gains flexibility to serve products across clouds while revenue-sharing terms continue under a cap.

    Source: OpenAI / Microsoft
Show earlier milestonesHide earlier milestones2025–1975 · 7 milestones

Earlier revenue, financing and company milestones.

  1. Azure annual revenue exceeds $75B

    Fiscal 2025 Azure revenue rises 34%; this is the first disclosure of Azure’s annual sales at this scale, rather than total Microsoft Cloud sales.

    Source: Microsoft annual report
  2. AI business passes a $13B annual run rate

    Microsoft reports 175% year-over-year growth in its AI business’s annualized revenue. This is not the same scope as Azure’s full-year sales.

    Source: Microsoft
  3. Introduces Microsoft 365 Copilot

    Generative AI enters Word, Excel, PowerPoint, Outlook and Teams workflows, creating a new commercial software offering.

    Source: Microsoft
  4. Expands its OpenAI investment

    The companies announce a multiyear, multibillion-dollar extension of the partnership begun in 2019.

    Source: OpenAI
  5. Invests $1B in OpenAI

    The initial multiyear agreement links OpenAI’s research with Azure AI supercomputing infrastructure.

    Source: Microsoft
  6. Completes the LinkedIn acquisition

    The professional network joins Microsoft, expanding its business software, data and distribution ecosystem.

    Source: LinkedIn
  7. Microsoft is founded

    The software company later expands from personal computing into enterprise software, cloud infrastructure and AI.

    Source: Microsoft

The latest on Microsoft

Newest first
1 min read · Members

Microsoft Trims AI Spending, Blames Late GPUs

Microsoft cut its 2026 capex forecast to $170 billion because rented GPU capacity arrived late, while Azure grew 48% and demand still outran supply.

1 min read · Members

Xbox's First COO Exits After Three Months

Helen Chiang left Microsoft three months into Xbox's new COO job; Microsoft gave no reason, and one unverified report cites policy violations.

1 min read · Members

Nadella No Longer Thinks Alignment Comes Free

Microsoft's CEO says he no longer believes alignment will fall out of scaling, and Microsoft now builds controls that treat AI agents as insider threats.

1 min read · Members

GPT-6.1 Terra Leaks Through Microsoft's Code

Microsoft set unannounced GPT-6.1 Terra as an eval judge, then switched back; an X account claims it beats Sol for less, unconfirmed by OpenAI.

1 min read · Members

Suleyman Says Microsoft's AI Beats Doctors

Microsoft says its diagnostic AI hit 83% accuracy on hard cases against 36% for doctors, on a benchmark it built, before any live patient test.

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