Microsoft
MSFTQ4 2022(MSFT Q1 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$11.3B
AI Revenue (Q)
$528.6M
Total Revenue (Q)
$52.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (Sep 30, 2022). Revenue = $50,122M. Azure OpenAI in limited preview. No Copilot for M365. GitHub Copilot for Individuals launched Jun 2022 at $10/mo, still very small base. No management AI revenue figures disclosed. AI revenue limited to legacy Azure Cognitive Services, Azure ML, early GitHub Copilot. Math: ~$501M / $50,122M = ~1.0%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix