This brief reports what Microsoft's 8-K earnings release, filed 2025-07-30, states, and nothing else. Every item below is a sentence the filing contains, quoted exactly and verified character-for-character against the document fetched from EDGAR. No inference is drawn and no claim is made about what any figure means.
The figures
| Metric | Value | Period |
|---|---|---|
| Revenue | $76.4 billion | the quarter ended June 30, 2025 |
| Revenue | 18% | the quarter ended June 30, 2025 |
| Operating income | $34.3 billion | the quarter ended June 30, 2025 |
| Operating income | 23% | the quarter ended June 30, 2025 |
| Net income | $27.2 billion | the quarter ended June 30, 2025 |
| Net income | 24% | the quarter ended June 30, 2025 |
| Diluted earnings per share | $3.65 | the quarter ended June 30, 2025 |
| Diluted earnings per share | 24% | the quarter ended June 30, 2025 |
| Microsoft Cloud revenue | $46.7 billion | the quarter ended June 30, 2025 |
| Microsoft Cloud revenue | 27% | the quarter ended June 30, 2025 |
| Microsoft 365 Commercial products and cloud services revenue | 16% | the quarter ended June 30, 2025 |
| Microsoft 365 Commercial cloud revenue | 18% | the quarter ended June 30, 2025 |
| Microsoft 365 Consumer products and cloud services revenue | 21% | the quarter ended June 30, 2025 |
| Microsoft 365 Consumer cloud revenue | 20% | the quarter ended June 30, 2025 |
| LinkedIn revenue | 9% | the quarter ended June 30, 2025 |
| Dynamics products and cloud services revenue | 18% | the quarter ended June 30, 2025 |
| Dynamics 365 revenue | 23% | the quarter ended June 30, 2025 |
| Server products and cloud services revenue | 27% | the quarter ended June 30, 2025 |
| Azure and other cloud services revenue | 39% | the quarter ended June 30, 2025 |
| Xbox content and services revenue | 13% | the quarter ended June 30, 2025 |
| Search and news advertising revenue excluding traffic acquisition costs | 21% | the quarter ended June 30, 2025 |
| Revenue | $281.7 billion | fiscal year ended June 30, 2025 |
| Revenue | 15% | fiscal year ended June 30, 2025 |
| Operating income | $128.5 billion | fiscal year ended June 30, 2025 |
| Operating income | 17% | fiscal year ended June 30, 2025 |
| Net income | $101.8 billion | fiscal year ended June 30, 2025 |
| Net income | 16% | fiscal year ended June 30, 2025 |
| Diluted earnings per share | $13.64 | fiscal year ended June 30, 2025 |
| Diluted earnings per share | 16% | fiscal year ended June 30, 2025 |
| Azure | $75 billion | fiscal year 2025 |
| Azure | 34 percent | fiscal year 2025 |
Every figure above is quoted from the filing; the sentence it was read from appears under its beat below.
The evidence, by beat
seat vs consumption / usage-based pricing mix shift
Revenue was $76.4 billion and increased 18% (up 17% in constant currency)
Revenue was $76.4 billion and increased 18% (up 17% in constant currency)
Operating income was $34.3 billion and increased 23% (up 22% in constant currency)
Operating income was $34.3 billion and increased 23% (up 22% in constant currency)
Net income was $27.2 billion and increased 24% (up 22% in constant currency)
Net income was $27.2 billion and increased 24% (up 22% in constant currency)
Diluted earnings per share was $3.65 and increased 24% (up 22% in constant currency)
Diluted earnings per share was $3.65 and increased 24% (up 22% in constant currency)
Microsoft Cloud revenue reaching $46.7 billion, up 27% (up 25% in constant currency) year-over-year
Microsoft Cloud revenue reaching $46.7 billion, up 27% (up 25% in constant currency) year-over-year
Microsoft 365 Commercial products and cloud services revenue increased 16% (up 15% in constant currency)
Microsoft 365 Commercial cloud revenue growth of 18% (up 16% in constant currency)
Microsoft 365 Consumer products and cloud services revenue increased 21% driven by Microsoft 365 Consumer cloud revenue growth of 20%
Microsoft 365 Consumer products and cloud services revenue increased 21% driven by Microsoft 365 Consumer cloud revenue growth of 20%
LinkedIn revenue increased 9% (up 8% in constant currency)
Dynamics products and cloud services revenue increased 18% (up 17% in constant currency)
Dynamics 365 revenue growth of 23% (up 21% in constant currency)
Server products and cloud services revenue increased 27% driven by Azure and other cloud services revenue growth of 39%
Azure and other cloud services revenue growth of 39%
Xbox content and services revenue increased 13% (up 12% in constant currency)
Search and news advertising revenue excluding traffic acquisition costs increased 21% (up 20% in constant currency)
Revenue was $281.7 billion and increased 15%
Revenue was $281.7 billion and increased 15%
Operating income was $128.5 billion and increased 17% (up 18% in constant currency)
Operating income was $128.5 billion and increased 17% (up 18% in constant currency)
Net income was $101.8 billion and increased 16% (up 15% in constant currency)
Net income was $101.8 billion and increased 16% (up 15% in constant currency)
Diluted earnings per share was $13.64 and increased 16%
Diluted earnings per share was $13.64 and increased 16%
Azure surpassed $75 billion in revenue, up 34 percent
Azure surpassed $75 billion in revenue, up 34 percent
competitive displacement / win-loss / platform consolidation
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
guidance raised/cut, outlook change
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
Verification ledger
- 31 statements proposed by the extractor
- 31 verified verbatim against the fetched filing (100%)
- 0 discarded — not quotable character-for-character
The verbatim check contains no model: the extractor proposes a statement, and a deterministic substring match against the fetched text decides whether it is admissible. A proposal that does not verify is dropped.
This brief publishes no inference and no synthesis. The publication's inference layer must clear a measured second-lab confirmation threshold before it may appear; it has not, so it is absent by rule rather than by omission.