So then what you're left with is a small component of the business, which is that non-annuity/what we call transactional business, which is onetime purchases all recognized in-quarter. It is now my pleasure to introduce your host, Michael Spencer, general manager, investor relations. Cumulative Growth of a $10,000 Investment in Stock Advisor, Microsoft (MSFT) Q1 2021 Earnings Call Transcript @themotleyfool #stocks $MSFT, Microsoft Quickly Cancels Plan to Raise Xbox Live Gold Subscription Prices, Microsoft Joins Self-Driving Race in New Deal With Cruise, GM, Worried About a 2021 Stock Market Crash? Where growth rates are the same in constant currency, we will refer to growth rate only. With the world's most popular code editing tools, Visual Studio as well as VS Code, developers are more productive than ever. Are you going to be able to meet all the demands? As a reminder, our outlook does not include ZeniMax, which we still expect to close in the second half of the fiscal year. And at the operating margins, a real focus will also just be — as we enter the second half of the year, it's obviously impacted by some of the hardware investments that we're making as well as the overall Windows numbers. Please give your question. Thank you. I think that's up from 4% just three years ago. We are also leading in AI and in its enterprise applications. And BHP is using the solution to keep employees at mining sites in rural Australia safe. The one thing also that I sometimes think gets missed when we talk about Office 365 is one of the other key motions that's important around this group and business is the ability for us to continue to add the Microsoft 365 components, whether that's EMS or Windows security value. Microsoft (NASDAQ:MSFT)Q1 2021 Earnings CallOct 27, 2020, 5:30 p.m. Capital expenditures, including finance leases, were $5.5 billion, up 15% year over year to support growing customer usage and demand for our cloud services. And in our per-user business, we expect growth rates to moderate further, given the size of the enterprise mobility installed base. And Brent, I think the last point Satya made is maybe the most important is that when we think about and talk about expanding addressable markets or seeing more opportunity than we maybe even saw just a few quarters ago, it's at every layer. It offers compliance value. Maybe let me break down some of the components. We're the only company that offers end-to-end capabilities to protect and manage data, devices, identities and infrastructure holistically, enabling a cross-platform and a multi-cloud zero trust architecture. Consistent execution by our sales teams and partners drove a strong start to the fiscal year. February 25, 2019 8:00 AM - PT . [Operator instructions] Our first question comes from Keith Weiss with Morgan Stanley. A couple of things, Keith. Its mission is to empower every person and every organization on the planet to achieve more. And we'll keep working even on the form function innovation as well. So I guess two questions: one is that, could you help us sort of unpack just the installed base growth? Morgan Stanley Technology, Media & Telecom Conference; Dave O'Hara, CVP, Cloud and Enterprise, Office, Dynamics, Artificial Intelligence and Research, CFO. They can build advanced AI models using Azure Machine Learning to identify trends and predict outcomes. We have the most widely used and loved tool chain to help developers rapidly go from idea to code and code to cloud. Sort of what inning are we in for sort of the E3 to E5 motion? Other income and expense was $248 million, higher than anticipated, driven by net gains on foreign currency remeasurement and investments, including mark-to-market gains on our equity portfolio. We feel very good right now on how the supply is working to support the demand. Transcription and voice commands in Word help people save time, and SharePoint syntax makes it easier to find and work with content across the enterprise. Its mission is to empower every person and every organization on the planet to achieve more. Azure revenue grew 48% and 47% in constant currency, driven by consistent strong growth in our consumption-based business. Great. Thank you so much for the question. And we are accelerating our innovation for both first-line as well as knowledge workers with over 100 new capabilities in the last 6 months, including breakout rooms, meeting recap, shift scheduling and large-scale digital events up to 20,000 participants to help people transcend both time and distance. Revenue was $13 billion, increasing 20% and 19% in constant currency, slightly ahead of expectations. UBS Global TMT Conference; Judson Althoff, EVP, … The key to productivity is to move beyond transactional meetings and stay in the flow of work and maintain business process context. Segment gross margin dollars increased 13% and 12% in constant currency, and gross margin percentage increased one point year over year, including roughly two points of favorable impact from the change in accounting estimate, partially offset by sales mix to cloud. Microsoft will provide forward-looking guidance in connection with this quarterly earnings announcement on its earnings conference call and webcast. Microsoft CEO Satya Nadella announced the number of daily active users in an earnings call with investors. So it could be a Power App that gets built, which is more part of Office 365 or Microsoft 365. In consumer goods, PepsiCo will migrate its mission-critical SAP workloads to Azure. Is this increased preference for public cloud going to more permanently impair server and cloud, I'm sorry, server and tools growth in the on-premise environment? With respect to guidance, Microsoft expects $39.5 billion to $40.4 billion in fiscal second-quarter revenue, Amy Hood, the company's chief financial officer, told analysts on a conference call. So that deployment drives application preference for our infrastructure. Let me break down your question, Phil, because I want to make sure that the comment on 70% is really thought about in the right way. Windows Commercial products and cloud services revenue grew 13% and 12% in constant currency, slightly below expectations as continued demand for Microsoft 365 and our advanced security solutions was partially offset by a lower mix of multiyear agreements that carry higher in-quarter revenue recognition as well as continued transactional weakness. Hello, and thank you for taking the question. I'd be curious to hear kind of the plans for GPT-3 license and how you plan to democratize that across the platform. Mercedes-Benz is using Dynamics 365 Remote Assist to help technicians across its U.S. dealership services increase — service increasingly complex cars faster. So it's exciting to see that as well as AI that's incorporated. Microsoft Corporation (MSFT) latest earnings report: revenue, EPS, surprise, history, news and analysis. Microsoft Fiscal Year 2019 Third Quarter Earnings Conference Call; Satya Nadella, CEO and Amy Hood, EVP & CFO. But it almost feels like the acceleration in AI is actually happening faster. And if anything, this pandemic perhaps has accelerated that doubling. They are included as additional clarifying items to aid investors in further understanding the company's quarterly performance in addition to the impact these items and events have on the financial results. Amy, I had a question. Commercial cloud gross margin percentage will increase approximately three points year over year, again driven by the change in accounting estimate noted earlier. So that's how we approach it. And so these types of partnerships, it's really about making sure we make them successful far more than which quarter that they arrive in. In our OEM business, we expect another strong quarter in OEM non-Pro, but OEM Pro will again be impacted by the lower commercial demand. Overall, our transactional licensing business remained a headwind, although the small and medium business customer segment improved slightly through the quarter. With Arc, customers can extend Azure management and deploy Azure data services on-premise, at the edge or in multi-cloud environments. And so while we're excited about the installed base and the progress, it also creates a good opportunity for us to continue to move people to the Microsoft 365 SKU and not just up through the SKUs of Office. AI is actually being used by both professional developers, people who want these large-scale transformer models or to even do zero-shot learning, so we are seeing significant increases in COGS services usage across the board, which by the way, comes with the use of other compute services and data services in Azure. We're seeing that in good results from Azure. Just one thing I'd add is, to Amy's earlier comment about our customer success motion, when we look at the app portfolio for any customer, we look to see, first of all, which apps do they want to just retire, which apps do they want to modernize and move to the cloud or new cloud starts. Good afternoon, and thank you for joining us today. And so that's something that we look forward to. Thank you, Satya, and good afternoon, everyone. As organizations look to move from being reactive to proactive, they're choosing Dynamics 365. Gross margin dollars increased 15%, operating income increased 25%, and earnings per share was $1.82, increasing 32% and 30% in constant currency. We're innovating with new experiences to help people prioritize well-being in the flow of work. The Los Angeles Unified School District plans to use Power Platform to help keep 700,000 students and educators safe across more than 1,400 schools when they reopen. Just yesterday, we announced a partnership with C3.ai and Adobe to bring to market a new class of industry-specific CRM solutions powered by Dynamics 365. Operating expense increased 4% and operating income increased 19% year over year, including six points due to the change in accounting estimate. Wanted to talk a little bit about Intelligent Cloud and the trends that you're seeing there. Sure. We think it will double in the next 10 years. We'll miss having you on the call after seven years. Wanted to follow up on Azure. That means the innovation in Windows, and Microsoft 365 is the best way to conceptualize how we even think about Windows because it's one surface area where we want to deliver our best payloads for productivity, communications, collaboration, business process. As always, large long-term Azure contracts are more unpredictable in their timing, and increasing mix of these long-term agreements drives more quarterly volatility in bookings. Cash paid for PP&E was $4.9 billion. In security, new Microsoft Defender simplifies threat detection and response and now includes coverage for Android and iOS as well as multi-cloud and on-premise protection for SQL workloads. It brings together healthcare-specific capabilities from across Dynamics 365 as well as Microsoft 365, Power Platform and Azure to help providers like Cleveland Clinic and St. Luke's Health Network improve patient outcomes. Please proceed with your question. There's analytics value. I mean, overall, what we have learned over, whatever, the last nine months or so, is the best way for any business to ensure both resilience as well as pivot and transform and reimagine how to work with some of the constraints is digital tech. Thanks, Amy. Maybe if you can just walk us through your next chapter of the Teams story and where you see the biggest opportunity, and what other components you're seeing attached to the Teams rollout. Note to editors: For more information, news and perspectives from Microsoft, please visit the Microsoft News Center at https://news.microsoft.com. Paid Office 365 Commercial seats increased 15% year over year with early momentum in free trial conversions. Thank you for joining us today, and we look forward to speaking with all of you soon. And ultimately, how big could it be looking out over the next three to five years? These connections generally reflect secular growth opportunities in a sector. "Microsoft Revenue Surges Though Cloud Growth Slows." H&R Block, for example, used our tools to implement zero trust principles in just two weeks, enabling thousands of tax professionals to securely work from home. And should we interpret your comments that obviously growth remains really strong and we're investing for growth but there's an eye on profitability as well? On the Microsoft investor relations website, you can find our earnings press release and financial summary slide deck, which is intended to supplement our prepared remarks during today's call and provides a reconciliation of differences between GAAP and non-GAAP financial measures. This quarter, we saw better-than-expected growth in our per-user Enterprise Mobility business as the installed base increased 27% to 152 million seats. Webcast Transcript. On the Microsoft Investor Relations website, you can find our earnings press release and financial summary slide deck, which is intended to supplement our prepared remarks during today’s call and provides a reconciliation of differences between GAAP and non-GAAP financial measures. Our effective tax rate was 14%, with a greater-than-expected impact from equity vests in the quarter. Some of that is the per-user that we've talked about. PCs have become mission-critical to sustain work, learning and life at home and maintain business continuity in the enterprise in a remote everything world. New Azure Communication Services enables any developer to integrate rich communication APIs into their application, using the same infrastructure that powers Teams. Please proceed with your question. That's where Microsoft 365 and Teams stand out. PepsiCo will deploy Microsoft 365 and Teams to its 270,000 employees worldwide. And you can have things like overages land on an annual basis as opposed to maybe a monthly basis, and that can also make the number jump around a little bit.

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