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Income: $ 70.1 billion, up 13% (15% in constant currency).
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Grute margin: 11% increase (13% in constant currency); The percentage was 69%, down 1 point in annual sliding.
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Operating result: Increase of 16% (19% in constant currency).
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Profit by action (EPS): $ 3.46, an increase of 18% (19% in constant currency).
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Microsoft Cloud Revenue: $ 42.4 billion increased by 20% (22% in constant currency).
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Commercial reservations: 18% increase (17% in constant currency).
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Remaining performance obligation: 315 billion dollars, up 34% (33% in constant currency).
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Productivity and business processes income: $ 29.9 billion increased by 10% (13% in constant currency).
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Intelligent cloud income: 26.8 billion dollars increased by 21% (22% in constant currency).
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Azure and other income from cloud services: Increased by 33% (35% in constant currency).
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More personal IT income: $ 13.4 billion increased by 6% (7% in constant currency).
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Capital expenditure: $ 21.4 billion.
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Trade cash flow: $ 37 billion, up 16%.
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Available cash flow: $ 20.3 billion.
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Back to shareholders: $ 9.7 billion through dividends and share buybacks, up 15% in annual shift.
Release date: April 30, 2025
For the complete transcription of the gains call, please refer to the full transcription of the gains call.
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Microsoft Cloud returned exceeded $ 42 billion, up 22% in constant currency, with high demand for cloud and AI tenders.
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Azure and other cloud services have increased by 33% and 35% in constant currencies, carried out by a high demand for AI services.
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Using Copilot Microsoft 365 Tripled from one year to the next, indicating a strong adoption of AI productivity tools.
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Linkedin’s turnover increased by 7% and 8% in constant currency, with significant growth in LinkedIn bonus subscriptions.
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Game revenues increased by 5% and 6% in constant currency, Xbox content and services in the increase in 8% and 9% in constant currency.
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The commercial income of on -site servers decreased by 6% and 4% in constant currency, reflecting a continuous passage to cloud offers.
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Microsoft Cloud’s gross margin percentage has decreased by 3 points over the year due to the impact of IA infrastructure scaling.
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Operating expenditure increased by 6% and 7% in constant currency, driven by investments in AI infrastructure.
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There are expected AI capacity constraints beyond June, indicating potential challenges to meet growing demand.
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The talent solutions in LinkedIn continues to be affected by the weakness of the recruitment market.
Q: Can you discuss the strategy of the Microsoft Data Center and the current changes, in particular in light of a high demand for AI? A: Satya Nadella, CEO, explained that Microsoft constantly adjusts her data center strategy to align with future workload, demand, form of workload and location. Amy Hood, CFO, added that these are long -term decisions, and the company works to balance supply and demand, a certain increased request leading to tension when it leaves the year.
