Microsoft Q2 2022

Summary

• Revenue : 51B up 20%
• Operating income : 22.2B up 24%
• Net income : 18.8B up 21%
• EPS : $2.48 up 22%
• Microsoft Cloud 21B up 32%

Segment Breakdown

Productivity and Business Processes (15.9B up 19%)

• Office commercial products and cloud services up 14% 
• Office 365 revenue up 19%
•  Office consumer products and cloud services up 15% 
• Linkedin revenue up 37%
• Dynamic products and cloud services up 29% and Dynamics 365 up 45%

Intelligent Cloud (18.3B up 26%)

• Server products up 29%
• Azure up 46%

Personal Computing (17.5B up 15%)

• Windows OEM revenue increased 25%
• Windows commercial products and cloud services up 13%
• XBOX content and services revenue increased 10%
• Search advertising revenue up 32%
• Surface revenue increased 8%

Subscriptions

• Microsoft consumers subscribers up 56.4MN
• Cognitive services : 30MN hours of speech transcribed, 2x from a year ago
• Cosmos DB : Data volume and transactions increased 100% YoY
• Power platform
• H&M : 30k 
• Kroger : 420k
• Dynamics 365
• Fedex is using logistic as a service
• Daimler trucks are using Supply Chain 
• Industry Cloud - 6 so far
• Sustainability cloud being used by Nissan to track Carbon emissions
• Retail cloud
• Linkedin
• 24000 events created
• 1.5 MN RSVPs each week
• Confirmed hires up 110%
• Services marketplace has helped 3MN freelancers find new jobs
• Teams
• 270 MN users 
• 90% of fortune 500 companies used teams
• Walmart 2MN workers
• Viva 
• 1000 paid customers like Blum, Nationwide and REI- 
• great example of how microsoft can use its distribution, depth and experience to expand TAM
• Windows
• 1.4BN Monthly active devices with Windows 10 or Windows 11
• Windows 11 app store engagement is 3X windows 10
• Edge
• Price comparison features 800M in savings
• Total ad revenue > 10B last year
• Security
• 15B over the past 12 months up 25% YoY
• Advanced security solutions customers : 715k
• More than half have 4 or more workloads up 75% YoY
• 15k+ customers use our cloud native SIEM
• Gaming
• Game pass has 25M customers
• 18M people played Forza Horizon 5
• 20M people played Halo Infinite
• Comments 
• Gaming franchisees are seeing software like revenues
• Just like the first wave of the internet allowed everybody to build a website, I think the next wave of the internet will be a more open world where people can build their own metaverse worlds, whether they’re organizations or game developers or anyone else.