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Microsoft reports Q2 FY26 earnings with search/news ads up 10%

Written by Paid Media Collective
IN BRIEF

Microsoft reported Q2 FY26 revenue of $81.3 billion, up 17 per cent year over year, with operating income growing 21 per cent to $38.3 billion. Search and news advertising revenue excluding TAC grew 10 per cent, while Azure and cloud services grew 39 per cent.

Original newsletter image: Microsoft reports Q2 FY26 earnings with search/news ads up 10%
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THE COLLECTIVE PERSPECTIVE

Why it matters for advertisers

For you, this means Microsoft's ad business continues to grow steadily, reinforcing the platform's investment in AI and advertising infrastructure.

Perspective from the original PMC newsletter.

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Microsoft reports Q2 FY26 earnings with search/news ads up 10%

Microsoft reported Q2 FY26 revenue of $81.3 billion, up 17 per cent year over year, with operating income growing 21 per cent to $38.3 billion. Search and news advertising revenue excluding TAC grew 10 per cent, while Azure and cloud services grew 39 per cent. For you, this means Microsoft's ad business continues to grow steadily, reinforcing the platform's investment in AI and advertising infrastructure.

Source captured . No explicit first-contributor label was provided for this update.

Newsletter coverage (1)📰 🦸‍♂️ Paid Media News (Week 5) 🦸♀️ · 2 Feb 2026