Microsoft
MSFTQ3 2023(MSFT Q4 FY2023)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$18.4B
AI Revenue (Q)
$1.8B
Total Revenue (Q)
$118.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Q4 FY2023 (Jun 30, 2023). 10-K filing. FY2023 annual revenue = $211.9B. Nine months through Mar 2023 = $155,726M, so Q4 FY2023 = ~$56,189M. Copilot for M365 now in early access/preview. 10-K segment descriptions include 'Microsoft 365 Copilot' for first time. Azure AI services growing rapidly with enterprise sign-ups. GitHub Copilot surpassing 1M+ users. No specific AI dollar figure from management yet. Math: ~$843M / $56,189M = ~1.5%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix