Microsoft
MSFTQ3 2024(MSFT Q4 FY2024)Stated5% AI
AI Revenue %
5%
AI Fair Value
$122.5B
AI Revenue (Q)
$3.5B
Total Revenue (Q)
$69.6B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Q4 FY2024 (Jun 30, 2024). 10-K filing. Management stated at Jul 2024 earnings that AI business run rate exceeded $13B annually, implying quarterly AI ~$3.25B. FY2024 9-month revenue = $180,395M; Q4 FY2024 revenue derived: based on growth trajectory ~$64.0-65.0B. Azure AI contributing 8 percentage points of Azure growth. Copilot for M365 expanding rapidly. Math: $3,250M / ~$64,500M = ~5.0%.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls