- Revenue : $41.7 billion (up 19% from 35B in Q3 2020)
- Operating income : $17.0 billion (up 31% from 12B in Q3, 2020)
- Net income: $15.5 billion GAAP and $14.8 billion non-GAAP, and increased 44% and 38%, respectively (10.7B in Q3, 2020)
- Diluted earnings per share was $2.03 GAAP and $1.95 non-GAAP, and increased 45% and 39%,respectively
- GAAP results include a $620 million net income tax benefit explained in the Non-GAAP Definition section below
Office Commercial products and cloud services revenue increased 14% (up 10% in constant currency) driven by Office 365 Commercial revenue growth of 22%
Dynamics products and cloud services revenue increased 26% (up 22% in constant currency) driven by Dynamics 365 revenue growth of 45% (up 40% in constant currency)
LinkedIn revenue increased 25% (up 23% in constant currency)
Office Consumer products and cloud services revenue increased 5% (up 2% in constant currency) and Microsoft 365 Consumer subscribers increased to 50.2 million
Revenue in Intelligent Cloud: $15.1 billion up 23%
- Server products and cloud services revenue increased 26% (up 23% in constant currency) driven by Azure revenue growth of 50% (up 46% in constant currency)
Revenue in More Personal Computing was $13.0 billion and increased 19% (up 16% in constant currency)
- Windows OEM revenue increased 10%
- Windows Commercial products and cloud services revenue increased 10% (up 7% in constant currency)
- Xbox content and services revenue increased 34% (up 32% in constant currency)
- Search advertising revenue excluding traffic acquisition costs increased 17% (up 14% in constant currency)
- Surface revenue increased 12% (up 7% in constant currency)
- Microsoft 365 Consumer subscriptions grew to 47.5 million, up 28% year over year.
- In identity, Azure AD has more than 425 million monthly active users.
- Xbox Live has more than 100 million monthly active users
- Game Pass now has 18 million subscribers.
- 47 million Microsoft 365 personal and family subscribers
$MSFT Azure revenue growth
- Q1 2018: 90%
- Q2 2018: 98%
- Q3 2018: 93%
- Q4 2018: 89%
- Q1 2019: 76%
- Q2 2019: 76%
- Q3 2019: 73%
- Q4 2019: 64%
- Q1 2020: 59%
- Q2 2020: 62%
- Q3 2020: 59%
- Q4 2020: 47%
- Q1 2021: 48%
- Q2 2021: 50%
- Q3 2021: 50%
