zero
@0lives.bsky.social
Intelligent cloud revenue was $87.4B in FY24, not 105B. Microsoft updated its segments beginning in FY25 (and moved certain products out of intelligent cloud) and restated segment revenue on its 2025 annual report. Intelligent cloud revenue grew 15% without openai
February 6, 2026 at 5:25 AM
Intelligent cloud revenue was $87.4B in FY24, not 105B. Microsoft updated its segments beginning in FY25 (and moved certain products out of intelligent cloud) and restated segment revenue on its 2025 annual report. Intelligent cloud revenue grew 15% without openai
right but the customer wouldn’t record the loan as revenue, only microsoft would be recognizing revenue
January 22, 2026 at 6:40 AM
right but the customer wouldn’t record the loan as revenue, only microsoft would be recognizing revenue
That loan isn’t revenue to the customer. The product would be an asset on the balance sheet and the loan would be a liability. Wouldn’t affect revenue for the customer
January 22, 2026 at 6:39 AM
That loan isn’t revenue to the customer. The product would be an asset on the balance sheet and the loan would be a liability. Wouldn’t affect revenue for the customer
why would the customer record that as revenue?
January 22, 2026 at 6:25 AM
why would the customer record that as revenue?