{"id":11285,"date":"2018-10-25T08:47:15","date_gmt":"2018-10-25T08:47:15","guid":{"rendered":"https:\/\/www.itwriting.com\/blog\/?p=11285"},"modified":"2018-10-25T08:47:15","modified_gmt":"2018-10-25T08:47:15","slug":"microsoft-is-making-lots-of-money-anything-else-notable-in-its-first-quarter-financials","status":"publish","type":"post","link":"https:\/\/www.itwriting.com\/blog\/11285-microsoft-is-making-lots-of-money-anything-else-notable-in-its-first-quarter-financials.html","title":{"rendered":"Microsoft is making lots of money. Anything else notable in its first quarter financials?"},"content":{"rendered":"<p>Microsoft has released its statements for the first quarter in its financial year, ending 30th September. Here is the segment breakdown. Everything has moved in the right direction.<\/p>\n<p><em>Quarter ending September 30th 2018 vs quarter ending September 30th 2017, $millions<\/em><\/p>\n<table width=\"276\" border=\"1\" cellspacing=\"1\" cellpadding=\"2\">\n<tbody>\n<tr>\n<td width=\"75\" valign=\"top\">Segment<\/td>\n<td width=\"53\" valign=\"top\">Revenue<\/td>\n<td width=\"50\" valign=\"top\">Change<\/td>\n<td width=\"49\" valign=\"top\">Operating income<\/td>\n<td width=\"72\" valign=\"top\">Change<\/td>\n<\/tr>\n<tr>\n<td width=\"75\" valign=\"top\">Productivity and Business Processes<\/td>\n<td width=\"53\" valign=\"top\">9771<\/td>\n<td width=\"50\" valign=\"top\"><span style=\"color: rgb(255, 0, 0);\"><span style=\"color: rgb(0, 0, 0);\"><font color=\"#000000\">+1533<\/font><\/span><\/span><\/td>\n<td width=\"49\" valign=\"top\">3881<\/td>\n<td width=\"72\" valign=\"top\"><span style=\"color: rgb(255, 0, 0);\"><span style=\"color: rgb(0, 0, 0);\"><font color=\"#000000\">+875<\/font><\/span><\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"75\" valign=\"top\">Intelligent Cloud<\/td>\n<td width=\"53\" valign=\"top\">8567<\/td>\n<td width=\"50\" valign=\"top\">+1645<\/td>\n<td width=\"49\" valign=\"top\">2931<\/td>\n<td width=\"72\" valign=\"top\"><font color=\"#000000\">+794<\/font><\/td>\n<\/tr>\n<tr>\n<td width=\"75\" valign=\"top\">More Personal Computing<\/td>\n<td width=\"53\" valign=\"top\">10746<\/td>\n<td width=\"50\" valign=\"top\"><font color=\"#000000\">+1368<\/font><\/td>\n<td width=\"49\" valign=\"top\"><span style=\"color: rgb(255, 0, 0);\"><font color=\"#000000\">3143<\/font><\/span><\/td>\n<td width=\"72\" valign=\"top\"><span style=\"color: rgb(255, 0, 0);\"><font color=\"#000000\">+578<\/font><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The segments break down as:<\/p>\n<p><strong>Productivity and Business Processes<\/strong>: Office, Office 365, Dynamics 365 and on-premises Dynamics, LinkedIn<\/p>\n<p><strong>Intelligent Cloud<\/strong>: Server products, Azure cloud services<\/p>\n<p><strong>More Personal Computing<\/strong>: Consumer including Windows, Xbox; Bing search; Surface hardware<\/p>\n<p>Any points of interest? In his earnings call statement, CEO Satya Nadella talked Teams, the Office 365 conferencing and collaboration solution:<\/p>\n<p>\u201cTeams is now the hub for teamwork for 329,000 organizations, including 87 of the Fortune 100. And, we are adding automated translation <br \/>\nsupport for meetings, shift scheduling for firstline workers, and new industry-specific offerings including healthcare and small business.\u201d<\/p>\n<p>He also mentioned Power Apps and Flow, interesting to me because they are the most successful so far of the company\u2019s efforts to come up with a low-code development platform:<\/p>\n<p>\u201cPower BI, Power Apps and Flow are driving momentum with customers and have made us a leader in no-code app building and business analytics in the cloud.\u201d<\/p>\n<p>He also mentioned the pending GitHub acquisition, which he says is \u201can opportunity to bring our tools and services to new audiences while enabling GitHub to grow and retain its developer-first ethos.\u201d<\/p>\n<p>Note that despite the cloud growth, Windows remains the biggest single segment in terms of revenue.<\/p>\n<p>Determining how much of Microsoft\u2019s business is \u201ccloud\u201d is tricky. The figures in the productivity segment lump together Office 365 and on-premises products, while Office 365 itself is in part a subscription to desktop Office, so not pure cloud. Equally, the \u201cintelligent cloud\u201d segment includes on-premises server licenses. No doubt this fuzzing of what is and is not cloud in the figures is deliberate.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft has released its statements for the first quarter in its financial year, ending 30th September. Here is the segment breakdown. Everything has moved in the right direction. Quarter ending September 30th 2018 vs quarter ending September 30th 2017, $millions Segment Revenue Change Operating income Change Productivity and Business Processes 9771 +1533 3881 +875 Intelligent &hellip; <a href=\"https:\/\/www.itwriting.com\/blog\/11285-microsoft-is-making-lots-of-money-anything-else-notable-in-its-first-quarter-financials.html\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Microsoft is making lots of money. Anything else notable in its first quarter financials?<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,55,1519],"tags":[185,586],"class_list":["post-11285","post","type-post","status-publish","format-standard","hentry","category-cloud-computing","category-microsoft","category-tech","tag-azure","tag-microsoft"],"_links":{"self":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/11285","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/comments?post=11285"}],"version-history":[{"count":1,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/11285\/revisions"}],"predecessor-version":[{"id":11286,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/11285\/revisions\/11286"}],"wp:attachment":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/media?parent=11285"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/categories?post=11285"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/tags?post=11285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}