Microsoft introduced that Bing has reached 1 billion month-to-month energetic customers for the primary time. CEO Satya Nadella revealed this determine in the course of the Q3 FY2026 earnings name.
Income from search advertisements, excluding site visitors acquisition prices, elevated by 12% 12 months over 12 months. Moreover, Edge has maintained its browser market share for 20 consecutive quarters.
Total, Microsoft reported complete income of $82.9 billion for the quarter, marking an 18% improve.
Search & Promoting
The phase that features Bing was down 1% total at $13.2 billion. Search promoting was the intense spot, with CFO Amy Hood pointing to larger quantity and income per search.
Nadella was direct about the place the buyer enterprise stands:
“With regards to our shopper enterprise, we’re doing the foundational work required to win again followers and strengthen engagement throughout Home windows, Xbox, Bing, and Edge. Within the close to time period, we’re centered on fundamentals, prioritizing high quality and serving our core customers higher.”
Search advert progress has held in double digits for 3 straight quarters. It grew 16% in Q1 FY2026, 10% in Q2, and 12% this quarter. For This autumn, Microsoft guided that progress to the excessive single digits, a step down.
Again in 2023, Microsoft reported 100 million every day energetic customers when it first added AI to Bing. Going from 100 million every day to 1 billion month-to-month is an enormous soar, although it’s unclear whether or not Copilot interactions depend towards that quantity.
Edge is a part of the story, too. It usually defaults to Bing, so 5 years of Edge progress means extra folks touchdown on Bing with out actively selecting it.
Why This Issues
Edge has gained share for 5 straight years, and search advert income has grown in double digits for 3 consecutive quarters.
Microsoft has additionally been constructing the measurement instruments to go together with it. Bing Webmaster Instruments now maps grounding queries to cited pages, and Microsoft previewed Quotation Share at web optimization Week earlier this month.
Nonetheless, Bing’s world search share sits at about 5% worldwide per StatCounter’s March 2026 knowledge. That hole between 1 billion MAU and 5% share suggests quite a lot of these customers are low-frequency or displaying up by way of default settings moderately than selecting Bing.
Trying Forward
Microsoft’s subsequent earnings name will present whether or not search advert progress picks again up or settles into single digits.
The Quotation Share function Microsoft previewed at web optimization Week hasn’t shipped but. When it does, it could possibly be the primary software for monitoring how your web site’s AI visibility on Bing compares to opponents.
