In the first three months of 2024, Microsoft’s revenue is expected to have grown 15% and Alphabet’s 12.6% – their second-highest rate in nearly two years. Advertisement Azure, part of the Intelligent cloud unit at Microsoft, expected to grow 28.9% in the January-to-March period, according to estimates from Visible Alpha. Morgan Stanley analysts estimating a $5 billion revenue contribution from Copilot in the fiscal 2025.