{"slug": "microsoft-s-cloud-brings-rain-of-revenue-but-modest-m365-ai-revenue-harvest", "title": "Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest", "summary": "Microsoft reported strong overall cloud revenue growth in its latest earnings, but the contribution from AI features in Microsoft 365 remained modest, signaling that enterprise adoption of generative AI tools is still in early stages. The company's Azure cloud business drove most of the gains, while M365 Copilot AI add-ons have yet to generate significant revenue.", "body_md": "### MOST POPULAR\n\n[AI](https://beta.theregister.com/tag/ai)\n\n-\nOFF-PREM\n\n#### The majority of corporate IT is now off premises for the first time\n\nSurvey finds more workloads run off-site than at in-house corporate facilities for the first time\n\n-\nAI and ML\n\n#### Closed models refuse to help researcher swat Linux bug\n\n\"I'm sorry, Dave. I'm afraid I can't do that\" is an effective sales pitch for open source\n\n-\nStorage\n\n#### A requiem for Optane, Intel's KV cache killer that could have eased the RAM price crunch\n\nWith microscopic latencies and otherworldly write endurance, it was perfect for today's AI workloads – but gone before they arrived\n\n-\nAI and ML\n\n#### MCP gets an enterprise makeover\n\nNow happier running in a conventional K8s environment, with `an easier-to-live-with lifecycle\n\n-\nAI and ML\n\n#### War machines can run amok with AI in control\n\nTour of the AI kill chain maps the risks of ubiquitous surveillance and flawed algorithms\n\n[Infosec](https://beta.theregister.com/security)\n\n-\nSecurity\n\n#### Russians are posing as Signal support to launch phishing attacks\n\nPLUS: US takes down Iranian propaganda sites; Marketing company asks 'Why Do We Have Your Information?' And more!\n\n-\nSecurity\n\n#### Microsoft patches failed to fix on-prem SharePoint, which is now under zero-day attack\n\nPLUS: China upgrades smartphone surveillance tools; Ring eases anti-snooping stance; and more\n\n-\nBlack Hat and DEF CON\n\n#### DEF CON Franklin project enlists hackers to harden critical infrastructure\n\nVoting village reports have been so successful, says Jeff Moss, that the whole of DEF CON will now be included\n\n-\nSecurity\n\n#### EQT buys majority share in Swiss cybersecurity biz Acronis\n\nWent at equivalent of $3.5B+ valuation for entire firm, though portion sold not specified\n\n-\nMalware Month\n\n#### Ten years since the first corp ransomware, Mikko Hyppönen sees no end in sight\n\nOn the plus side, infosec's a good bet for a long, stable career\n\n[FOSS](https://beta.theregister.com/tag/FOSS)\n\n-\n#### FOSS smashed one Microsoft monopoly. After 20 years of failure, it's time to smash another\n\nWord up\n\n-\n#### GNOME can look like Windows – and Flashback can do it without extensions\n\nNew 'Simple-taskbar' is an option, but there's a simpler, stabler way\n\n-\n#### A moment of silence, please, for the final release of Debian on x86-32\n\nNew Debian versions hit FOSSland in the form of 13.6 and 12.15\n\n-\n#### Baddies caught exploiting extensions bugs with perfect 10 scores on vulnerable Joomla websites\n\nFlaws in iCagenda, Balbooa Forms extensions can impact open source CMS that powers a million sites worldwide\n\n-\n#### Frame: A new X11 server – implemented directly in assembly\n\nJoins yserver, Phoenix, and of course XLibre – and outlier Arcan\n\n-\n#### Cinnamon 6.8 will support Wayland – if you want it\n\nNext version of Linux Mint’s desktop has both kinds of display server", "url": "https://wpnews.pro/news/microsoft-s-cloud-brings-rain-of-revenue-but-modest-m365-ai-revenue-harvest", "canonical_source": "https://www.theregister.com/software/2026/07/30/microsoft-earnings-q4-26-cloud-brings-revenue-rain/5280798", "published_at": "2026-07-29 23:17:56+00:00", "updated_at": "2026-07-30 10:10:07.377694+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-products"], "entities": ["Microsoft", "Azure", "Microsoft 365", "M365 Copilot"], "alternates": {"html": "https://wpnews.pro/news/microsoft-s-cloud-brings-rain-of-revenue-but-modest-m365-ai-revenue-harvest", "markdown": "https://wpnews.pro/news/microsoft-s-cloud-brings-rain-of-revenue-but-modest-m365-ai-revenue-harvest.md", "text": "https://wpnews.pro/news/microsoft-s-cloud-brings-rain-of-revenue-but-modest-m365-ai-revenue-harvest.txt", "jsonld": "https://wpnews.pro/news/microsoft-s-cloud-brings-rain-of-revenue-but-modest-m365-ai-revenue-harvest.jsonld"}}