Microsoft shared the financial results of the third quarter of the 2025 financial year with the public. The company’s performance between January 1 and March 31 revealed a picture above the general expectations. Microsoft earned a total of 70.1 billion dollars in this quarter. Net profit reached $ 25.8 billion. These figures mean 13 percent and 18 percent annual increase respectively.
The company’s expectation for this quarter was $ 68.42 billion. The results revealed that Microsoft has left behind analyst projections. The biggest share in this success was that cloud services were again. The total income of all products under the roof of Microsoft Cloud rose to $ 42.4 billion. This 20 percent increase shows that the company’s cloud -oriented growth strategy continues.
Although artificial intelligence solutions are gradually taking place in Microsoft’s general strategy, the revenues of this pen are still not explained separately. The growth obtained in Azure specifically points to the developments in this area. The company’s Azure services increased by 33 percent annually. With the server and other corporate cloud solutions, the total income of these items reached 26.8 billion dollars. This figure is twice the level of income from the personal information field.
Limited mobility was observed on Windows and hardware side
The sum of Microsoft’s Windows, Xbox, Surface and advertising revenues collected under the personal information segment was $ 13.4 billion. This group constitutes about one -fifth of the total income of the company. Windows OEM revenues drew attention to an increase of 3 percent on an annual basis. The company says that this increase is partially linked to the fact that Windows 10 support will end. The process of transitioning consumer and corporate users to new systems nourishes this tendency.
However, Microsoft says that stock levels are effective in increasing Windows OEM revenues at a limited level. The uncertainty about the tariffs of customs in the United States has led to the progression of hardware manufacturers with high inventory. This led to the postponement of new orders. On the other hand, the sales performance of Surface products was not directly shared. The company evaluates the revenues in this area with the Windows OEM pen.
The fact that new models are not added to the Surface product range seems to have limited the mobility on the consumer side. However, in February, for corporate customers Surface Pro 11 And Surface Laptop 7 Models were released. Intel processors were preferred in these devices. Smaller size variants of these models are expected to be launched in the near future. Nevertheless, a separate data was not shared about the sales performance of these devices.
Xbox hardware sales continued to decline in this quarter. A 6 percent decline, revealed a remarkable picture in the game console segment. But Game Pass The diversity of the games offered within the scope of the service carried the content revenues up. Xbox content and service revenues have grown by 8 percent. All game revenues have an increase of 5 percent throughout.
The company continued its strategy for opening Xbox special content to different platforms in this quarter. Especially Indiana Jones and The Great Circle And Forza Horizon 5 He drew attention to the fact that the productions such as playstation are at the top of the pre -order lists. With this strategy, Microsoft expands the user base and diversifies content revenues. For the first time in this quarter, the cloud game playing time exceeded 150 million hours. This shows that there is a permanent change in user habits.
The growth continued on the Microsoft 365 front. 11 percent of commercial products and services, individual subscriptions of 10 percent income increase was recorded. The total number of subscribers reached 87.7 million. The integration of artificial intelligence features into Microsoft 365 packages contributed to the increase in income. These features are now available for 3 dollars per month.
It was also announced that subscribers had the opportunity to continue at the old price by renounceing artificial intelligence features. However, no clear data on the number of users who made this choice was not given. Microsoft said that the price increase increases the income per user. However, the demand for the lower -priced Microsoft 365 Basic package has also increased. This partially balances the total income increase.
When Microsoft’s overall performance is evaluated, it is seen that investments in cloud and artificial intelligence solutions have results in results. The hesitation in the consumer electronics and hardware segment is carefully monitored. Most of the income increase is obtained from software -based services. The company is expected to take new steps in these areas in the coming quarters.