Microsoft's clouds and AI businesses are very good – and their influence is being felt in the company. In your Q2 2025 earnings, Microsoft announced Revenue of $ 69.6 billion for the quarter, 12 percent year-over year, and $ 24.1 billion net income, which is 10 percent year-to-year.

For the AI ​​business, CEO Satya Nadella says in a statement that it has “crossed an annual revenue run rate of $ 13 billion, which is 175 percent of the year-old year.” The business of the company's Azure and other cloud services increased by 31 percent year-on-year, with a slight decrease in the last quarter from 33 percent yoy.

The company's gaming revenue did not rent so well. Gaming revenue declined by 7 percent, and Xbox hardware revenue fell by 29 percent. Microsoft is focusing on your own hardware with focus on your own hardware “This is a Xbox” advertising campaign And bring xbox game studio game For other platformsAnd those changes may contribute to a decline.

This means that meditation is on sports and services, and this is where the business is watching some improvement. The revenue of Xbox materials and services was 2 percent above, “Xbox game inspired by an increase in pass,” Microsoft says. (Last quarter, Microsoft's software gaming revenue Were on the way Even Xbox Hardware Revenue declined.)

Microsoft also stated that it saw Windows OEM and devices revenue growth 4 percent year-to-year, which is a minor collision in Q1 by 2 percent.

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