Microsoft
MSFTQ1 2024(MSFT Q2 FY2024)Stated4% AI
AI Revenue %
4%
AI Fair Value
$91.9B
AI Revenue (Q)
$7.2B
Total Revenue (Q)
$180.4B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Q2 FY2024 (Dec 31, 2023). Revenue = $62,020M. Satya Nadella stated on Jan 2024 earnings call that Microsoft's AI business exceeded a $10B annual revenue run rate. This means Q2 FY2024 quarterly AI revenue = ~$2,500M ($10B / 4). Copilot for M365 became generally available Nov 1, 2023. Azure AI contributing 6 percentage points to Azure revenue growth. GitHub Copilot surpassed 1.3M paid subscribers. Math: $2,500M / $62,020M = 4.03%. Rounding: 4.0%.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls