Microsoft
MSFTQ4 2024(MSFT Q1 FY2025)Stated5% AI
AI Revenue %
5%
AI Fair Value
$132.8B
AI Revenue (Q)
$3.5B
Total Revenue (Q)
$70.1B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Q1 FY2025 (Sep 30, 2024). Revenue = $65,585M. Segment (recast): Intelligent Cloud $24,092M, Productivity $28,317M. Azure grew 34% YoY with AI contributing 12 percentage points. Server products and cloud services = $22,155M. Microsoft Cloud = $38.9B. Management stated AI run rate above $13B. AI demand exceeded supply in some regions. Quarterly AI ~$3.3B. Math: $3,279M / $65,585M = 5.0%.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls