Azure Tops $100 Billion As Microsoft Reports FY26 Q4 Results

On July 29, Microsoft released their FY26 Q4 results. We learned that Microsoft 365 Copilot has 30 million paid seats, but that’s still less than 7% of the Microsoft 365 installed base, so there’s lots of room for Copilot to grow. Microsoft didn’t provide a number for Teams monthly active users, which is strange because no new data has appeared for 11 quarters. Among all the numbers, one thing’s for sure. The Microsoft Cloud makes lots of money.

Is Microsoft’s Claimed 250 Million Teams Monthly Active Users Believable?

Microsoft claims that Teams has “nearly” 250 million monthly active users, which is quite a jump for the 145 million reported in April. We take a closer look at the numbers to try and figure out how Microsoft arrived at such a number. It seems like they can get there by lumping the numbers for commercial, education, and personal users together, but that’s not the same as reporting a nice simple number for commercial usage.

Office 365 Insights from Microsoft’s FY21 Q2 Results

Microsoft released their FY21 Q2 results on Tuesday. Buried in the details were several nuggets relating to Office 365.. Here are the interesting bits including some detail on the penetration of Teams into large organizations and a new number for Azure AD users.

Teams Powers Office 365 Growth

Microsoft reported that Office 365 now has 258 million paid seats (not the same as active users) and Teams has reached 75 million daily active users. That’s impressive growth, with Office 365 adding 58 million extra seats in the last six months. Teams has done even better, sprinting from 20 million to 75 million. The Office 365 infrastructure sometimes shows the strain of handling all the extra users, but some new functionality delivered recently helps.