Microsoft through charts

On Tuesday, Microsoft was the first big tech giant to report financial performance and they didn’t disappoint. They surpassed the market estimates on both top and bottom lines, as well as provided strong guidance. You can read an overview of the earnings call here. In this post, I’ll look at Microsoft the business through some charts that I hope will be helpful and informative to you.

Microsoft’s annualized revenue is now $185 billion at 20% growth!

Microsoft revenue

It’s highly profitable at 43% operating margin. Its annualized operating income stands at $80 billion

Microsoft's operating income and margin

All three primary business segments have 2-digit YoY revenue growth

Microsoft's main businesses growth

Azure and Cloud attract a lot of attention, but it’s Office and other productivity products that top operating margin

Microsoft's main businesses margin

Cloud is on fire. LinkedIn & Search surpassed the $10 billion mark in annualized revenue. Gaming, the 4th largest business, now has a $20 billion run rate

Microsoft's business lines revenue

Microsoft 365 has 57 million active users though growth is slowing due to the law of big numbers

Microsoft 365 subscriber

Azure’s growth is declining due to its size

Azure YoY revenue growth

LinkedIn quietly increases its active user base every quarter. Enterprise Mobility, Microsoft’s security package, also sees consistent growth

LinkedIn active users and Enterprise Mobility seats

Microsoft Teams sees an increasing adoption among corporations

Microsoft Teams sees an increasing adoption among corporations

Disclaimer: I own Microsoft stocks in my personal portfolio

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