Microsoft
MSFTQ1 2025(MSFT Q2 FY2025)Stated5.5% AI
AI Revenue %
5.5%
AI Fair Value
$150.2B
AI Revenue (Q)
$6.5B
Total Revenue (Q)
$118.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Q2 FY2025 (Dec 31, 2024). Revenue = $69,632M. Segment: Intelligent Cloud $25,544M, Productivity $29,437M. Server products and cloud services = $23,641M. Azure grew 31% with AI contributing 13 percentage points. Microsoft Cloud = $40.9B. Management on Jan 2025 earnings indicated AI business growth continued. Implying quarterly AI ~$3.8B. Copilot for M365 seats expanding. Math: $3,830M / $69,632M = 5.5%.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls