MSFT Azure Quarterly YoY growth trends
Azure at a ~$66B run rate growing 34% constant currency (33% overall)
They recently restated Azure, so some of the historical comparisons won't be apples to apples. PowerBI and EMS are no longer included in Azure which represented ~$20B of run rate last Q
Quarterly YoY growth trends below $Microsoft(MSFT)$
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Not exact figures, but rough estimates on Azure AI Services quarterly run rate below (12pts of growth this Q). They only disclose the % of growth to a full round number (no decimal point), so definitely not exact
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Below is an estimate of net new ARR added over the last few quarters.
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YoY growth trends in net new ARR per quarter
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