MSFT Q1 2022 Earnings

Microsoft Q1 2022 Earnings

Summary

• Revenue : 45.3B up 22%
• Operating Income : 20.2B up 27%
• Net Income : 20.5B up 48%

Segment Breakdown

Productivity and Business Processes (15B up 22%)

• Office commercial products and cloud services up 18% 
• Office 365 revenue up 23%
•  Office consumer products and cloud services up 10% 
• Linkedin revenue up 42% and marketing solutions up 66%
• Dynamic products and cloud services up 31% and Dynamics 365 up 48%

Intelligent Cloud (17B up 31%)

• Server products up 35%
• Azure up 50%

Personal Computing (13.3B up 12%)

• Windows OEM revenue increased 10%
• Windows commercial products and cloud services up 12%
• XBOX content and services revenue decreased 2%
• Search advertising revenue up 40%
• Surface revenue decreased 17%

Subscriptions

• Microsoft consumers subscribers up 54.1MN
• 78% of fortune 500 use MSFT Hybrid offerings

• 84% of the Fortune 100 use GitHub

• GitHub is now home to 73 million developers up 2 times since our acquisition three years ago.

• 15,000 enterprise customers of LinkedIn Learning

• Linkedin has 800M members

• Hundred and thirty-eight organizations now have more than 100,000 users of Teams and more than 3,000 have more than 10,000 users.

• 650,000 customers using our security solutions, up 50% year over year

Customers

• Over 75% of the Fortune 500 use MSFT hybrid offerings
• And with Azure Arc, customers like Nokia, Royal Bank of Canada, and SKF can deploy and run applications at the edge or in multicloud environments. Organizations also prefer our cloud to power the mission-critical apps they rely on every day. GE Healthcare and Procter and Gamble migrated critical workloads to Azure this quarter. And leading companies in every industry including Bertelsmann, Kimberly Clark, The NBA, SoftBank, ThyssenKrupp all chose Azure for their SAP workloads. 
• Data

• The leading indicator of digital transformation success in an organization is organization's ability to turn data into analytical and predictive bar. Azure Synapse bring together -- brings together data integration, enterprise data warehousing, and big data analytics into a comprehensive solution. With Synapse Link for Dataverse, organizations can analyze data from business applications like Power Platform and Dynamics 365 with just a few clicks. With Synapse Link for Cosmos DB, they can run real-time no ETL analytics over their operational data. And with Power BI, anyone in the organization can access these insights. Thousands of active Power BI customers are using Synapse today.

• Developers

• More and more businesses are choosing GitHub Enterprise to provide their developer teams the most advanced platform to build, ship, and maintain software. This quarter alone, we introduced more than 70 enterprise features, 84% of the Fortune 100 use GitHub, and we are seeing growing usage from digital-native companies and the world's most established firms, from Pinterest to Procter and Gamble, from Stripe to Societe Generale. We are rapidly innovating in AI and our large-scale models are powering everything, from meeting recaps in Teams to helping developers code in GitHub to the next best action in Dynamics 365. And as machine learning continues to mature, managing the life cycle of models or MLOps has become more prevalent, and Azure ML is now the go-to tool for data science teams. And large organizations from Ecolab to Providence Health Care are relying on Azure AI to better meet customer needs.

Number of LinkedIn users:

2021: 800 million

2020: 675 million

2019: 645 million

2018: 550 million

2017: 500 million

2016: 450 million

2015: 400 million

2014: 300 million

2013: 200 million

2011:  100 million

2009:  50 million

2007:  10 million

2004:  500,000

2003:    launch

Shareholders