Microsoft’s Q1, FY25 earnings report ✨ ✅ Revenue grew 16% to $65.6 billion ✅ Operating income grew 14% to $30.6 billion ✅ Earnings: $3.30 per share, up by 10% Revenue growth highlights: ☁️ Microsoft Cloud revenue was $38.9 billion ⬆️22% 👾 Xbox content and services ⬆️61% 🧠 Azure (+other cloud services) ⬆️33% 📝 Microsoft 365 Commercial cloud ⬆️15% 📊 Dynamics 365 ⬆️18% 💻 Windows and OEM ⬆️2% 💬 LinkedIn ⬆️10% 🔎 Search and news advertising ex TAC ⬆️18% Product highlights: ✅ 100,000+ organizations have used Copilot Studio to date, up over 2X quarter-over-quarter including organizations like Nsure, Standard Bank Group, and Thomson Reuters, to Virgin Money and Zurich Insurance ✅ The number of people who use Copilot daily more than doubled quarter-over-quarter. ✅ Nearly 70% of the Fortune 500 now use Copilot, and customers continue to adopt it at a faster rate than any other new Microsoft 365 suite. 🗣️ Satya Nadella, CEO shared “AI-driven transformation is changing work, work artifacts, and workflow across every role, function, and business process"“We are expanding our opportunity and winning new customers as we help them apply our AI platforms and tools to drive new growth and operating leverage.” 🗣️ Amy Hood, CFO shared “Strong execution by our sales teams and partners delivered a solid start to our fiscal year with Microsoft Cloud revenue of $38.9 billion, up 22% year-over-year” #microsoft #azure #windows #ai #linkedin #cloud #productivity #microsoft365 #earnings #gaming #business #gpt #technology #artificialntelligence #copilotstudio #powerplatform #copilot #artificialintelligence #xbox #earnings #investors Credit to App Economy Insights for the visual.
Great post, Jack! Microsoft's continued growth and strength across different product lines is impressive. I’m curious—how does Microsoft categorize and separate revenue from Dynamics 365 versus its broader cloud revenue? Given that Dynamics 365 operates within the cloud ecosystem, understanding this distinction would shed light on how each division contributes to Microsoft's overall financial performance. Thanks for sharing these insights!
This is an impressive report, Jack! The overall growth of Microsoft was incredible. Thanks for sharing this visually impressive and insightful breakdown!
Good share, good summary Jack
Thrilled to be part of the Microsoft family and witness our collective achievements! 🚀 The remarkable growth in revenue and the widespread adoption of Copilot Studio are testaments to our innovation and dedication. It's inspiring to see how our efforts are making a significant impact across various segments. As we celebrate these milestones, let's continue to focus on inclusivity and collaboration. Here are a few thoughts to ponder: - How can we leverage our diverse talents to drive even more innovation through Copilot? - What steps can we take to ensure that our growth benefits all communities we serve, especially in terms of employment opportunities? - How can we foster an environment where every team member feels valued and empowered to contribute to our success? Excited for the journey ahead and proud to be part of a team that's shaping the future! 💪 #Microsoft #Growth #Innovation #Inclusivity #Teamwork
WOW!!! Greetings from Grupo Datco Chile, We are teaching Copilot M365, Copilot Studio, Azure Open AI y Azure Machine Learning in our country and Latin America. We created an AI Adoption and Business Support program, where we teach the Potential of Microsoft's Main Copilots.
Would be interesting to have a FCF view, as capex is increasingly relevant as Mag7 continues to splurge on AI investments. The ROI on this is yet to be proven.
Surely revenue from MS Exam Certs is the biggest earner?
Очень информативно!
Insightful report. Productivity & Business Processes top of the impressive heap - considering share of revenune, profitability and growth! Congratulations to Microsoft for achieving healthy all-around growth while disrupting the market!
Entrepreneur Turned Strategic Operations Leader | Building & Transforming Organizations | Corporate & Startup Experience
2wI love the idea of Sankey diagrams for income statements, cash flows, etc. So much better than tabular data. Or at least a powerful complement to it. I built this kind of viz into my product, Soundings, back in 2019.