Microsoft have, once again, had a stellar quarter (Oct-Dec 20) with overall results of:
- Revenue up 17% to $43.1 billion
- Operating income up 29% to $17.9 billion
Looking deeper into specific product categories and areas we can see:
Productivity and Business Processes
Revenue was up 13% to $13.4 billion which included:
- Office 365 Commercial up 21%
- Dynamics 365 up 39%
- LinkedIn up 23%
Intelligent Cloud
Revenue was up 23% to $14.6 billion and Azure was revenue growth of 50%
More Personal Computing
The “other” parts of Microsoft’s business all saw success to with revenue up 14% to $15.1 billion. This included:
- Windows Commercial up 10%
- Xbox up 40%
- Surface up 3%
Microsoft’s results are very consistent and are outperforming pretty much every comparable competitor you can think of…Oracle, SAP, and IBM are very far away from numbers like these! Amazon are still seeing great success with AWS – currently rising around 28% – but that is a greatly limited portfolio when compared to that under Satya Nadella’s control.
There are several areas of Microsoft’s product line-up which are at the very start of their evolution and will grow and continue these results for the foreseeable future.
See the full info from Microsoft here.
Cloudy with a chance of Licensing 