Microsoft
MSFTQ2 2024(MSFT Q3 FY2024)Stated4.5% AI
AI Revenue %
4.5%
AI Fair Value
$93.8B
AI Revenue (Q)
$3.0B
Total Revenue (Q)
$65.6B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Q3 FY2024 (Mar 31, 2024). Revenue = $61,858M. Azure grew 31% YoY with AI contributing 7 percentage points. Server products and cloud services = $24,832M. GitHub Copilot surpassed 1.8M paid subscribers. AI run rate accelerating past Q2's $10B. Implied quarterly AI = ~$2.8B (extrapolating from 7pts Azure AI contribution plus growing Copilot revenue). Math: $2,784M / $61,858M = 4.5%.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls