Commercial
Google Cloud sells infrastructure and platform services, applications, and other enterprise products. The Q2 2026 release says service revenue comes from Google Cloud Platform, Google Workspace, and other enterprise services, and product revenue comes primarily from TPU systems. Cloud revenue was $24,768 million, up 82% from $13,624 million, and Cloud operating income was $8,814 million.
Latest update Oct 7, 2026
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Generally available enterprise cloud. Q2 2026 revenue was $24,768 million, up 82%.
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Microsoft
Azure is Microsoft's cloud platform. In the July 29, 2026 release, Satya Nadella said Azure revenue surpassed $100 billion for the first time and was up 41%. The financial statements do not print a separate Azure revenue line. Intelligent Cloud, a wider segment, had quarterly revenue of $39.3 billion, up 32%.
Microsoft
Microsoft 365 is the company's productivity subscription, including the Copilot service discussed in the earnings release. Nadella said Microsoft 365 Copilot reached over 30 million paid seats in the year ended June 30, 2026. The release does not print a Microsoft 365 dollar total. Productivity and Business Processes is a wider segment and is not used here as a Microsoft 365 revenue figure.
Amazon
Amazon Web Services is the company's cloud business. Matthew S. Garman has been its CEO since June 2024. In the quarter ended June 30, 2026, AWS segment sales were $42.2 billion, up 37% on the release headline. Jassy said growth was 36.7% and that the AWS AI business and the chips business each passed a run rate of more than $25 billion.
Amazon
Amazon Stores is the consumer retail business. Douglas J. Herrington has been CEO of Worldwide Amazon Stores since July 2022. The 10-K says Amazon competes on selection, price, and convenience. In Q2 2026 the North America segment, which is wider than online stores, had sales of $116.2 billion, up 16%. International segment sales were $42.2 billion and are a geography, not a second stores brand.