Microsoft recently released its fiscal year 2025 Q3 earnings report, showing a revenue of $70.07 billion, a 13% increase compared to the same period last year, while net income reached $25.8 billion, an 18% year-over-year growth. The primary revenue source is the Azure cloud services segment, generating $42.4 billion, while the productivity and business processes segment, including Office 365 and LinkedIn, reached $29.94 billion. Additionally, the personal computing segment, which includes Windows business, search ads, devices, and gaming consoles, contributed $13.37 billion, and expenditures related to the data center expansion were $21.4 billion.

Microsoft indicated plans to expand investments in data centers and related infrastructure to support AI workloads. CFO Amy Hood noted that expenses are set to continue increasing in the new fiscal year starting from July. Furthermore, Microsoft announced adjustments to its previous partnership with OpenAI, allowing the latter to purchase computing power from other suppliers, as Microsoft’s infrastructure was no longer meeting OpenAI’s demands, although Microsoft retains the right to restrict the use of certain cloud services by OpenAI and has priority in selling computing power to the latter.

Regarding the tariff policy proposed by the Trump administration, Microsoft stated that the actual impact is not significant, but it may still pose challenges for its partner customers.