Microsoft
MSFTQ2 2023(MSFT Q3 FY2023)Estimated1.2% AI
AI Revenue %
1.2%
AI Fair Value
$14.4B
AI Revenue (Q)
$678.2M
Total Revenue (Q)
$56.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Q3 FY2023 (Mar 31, 2023). Revenue = $52,857M. Azure OpenAI became generally available Jan 2023. GPT-4 launched Mar 2023. GitHub Copilot for Business launched Feb 2023. Enterprise Azure AI adoption accelerating. Management described strong demand but gave no specific AI revenue figure. Math: ~$634M / $52,857M = ~1.2%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix