Microsoft CFO highlights AI gains and strong cloud results in employee memo

Amy Hood’s recent employee memo emphasized that Microsoft’s biggest bets on artificial intelligence are yielding measurable progress. Azure’s revenue grew 43% year-over-year, pushing the cloud segment to $59.3 billion in the quarter and $214 billion for the fiscal year, while Microsoft 365 Copilot added more than 30 million paid seats, more than double the prior quarter. The company reported $90 billion in fourth-quarter revenue, beating Wall Street expectations, and produced $19.6 billion of free cash flow.

Capital spending reached $41 billion as the firm scaled data-center capacity, with engineering teams praised for efficiency gains. Security, quality and reliability were highlighted as essential to maintaining customer trust. Hood concluded by urging teams to stay disciplined and ambitious as the firm enters the new fiscal year.