Microsoft
MSFTQ4 2023(MSFT Q1 FY2024)Stated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$56.4B
AI Revenue (Q)
$4.5B
Total Revenue (Q)
$180.4B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Q1 FY2024 (Sep 30, 2023). Revenue = $56,517M. Segment: Intelligent Cloud $24,259M, Productivity $18,592M. Management stated Azure AI services contributed 3 percentage points to Azure growth (Azure grew 29%). Azure revenue within IC ~$18-19B implies AI contribution of ~$540-570M from Azure alone plus GitHub Copilot and early M365 Copilot trials. Total Ring 1 AI quarterly revenue ~$1.4B. Math: $1,413M / $56,517M = 2.5%.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls