Microsoft Earnings Q4 2022

[nominedomine]

They need to stop with those 1$ Gamepass deals if they want to get some profits

No. Then how will I keep getting Gamepass for free using MS rewards?

They had this deal for 5 years already, I doubt it's going anywhere and there is a good chance it would negatively impact the numbers they use to keep shareholders happy with their gaming division. They can't afford the negative implications if the service to stops growing this soon after they've spent so much on it.

 

[adamsapple]

Meanwhile

 

[Papacheeks]

Meanwhile

Yea, during shortage issues. Now that Sony has a handle We saw sales for July 16.

Why is it still 21 Million vs 15 Million?

 

[Sircaw]

Meanwhile

Aren't they always winning North America, it's like a stronghold for them?

 

[adamsapple]

Aren't they always winning North America, it's like a stronghold for them?

Europe has been pretty good as well. Japan is Japan so that's that.

In general, the key take away is that despite shortages, Series S|X are still the fastest selling Xbox consoles in their history, and even though hardware and revenue were down year over year compared to last year, Game Pass is also still in growth.

It's a big W for the Xbox brand as a whole.

 

[Papacheeks]

Europe has been pretty good as well. Japan is Japan so that's that.

In general, the key take away is that despite shortages, Series S|X are still the fastest selling Xbox consoles in their history, and even though hardware and revenue were down year over year compared to last year, Game Pass is also still in growth.

It's a big W for the Xbox brand as a whole.

It's still pales compared to 360 doesn't it?

 

[arvfab]

Europe has been pretty good as well. Japan is Japan so that's that.

In general, the key take away is that despite shortages, Series S|X are still the fastest selling Xbox consoles in their history, and even though hardware and revenue were down year over year compared to last year, Game Pass is also still in growth.

It's a big W for the Xbox brand as a whole.

But the S, the SKU selling the most out of them, is not really affected by shortages.

 

[Sircaw]

Europe has been pretty good as well. Japan is Japan so that's that.

In general, the key take away is that despite shortages, Series S|X are still the fastest selling Xbox consoles in their history, and even though hardware and revenue were down year over year compared to last year, Game Pass is also still in growth.

It's a big W for the Xbox brand as a whole.

Do you have any game pass numbers to share?

 

[adamsapple]

It's still pales compared to 360 doesn't it?

In terms of sales ? No, it's outpacing it.

In terms of games output, I would again say no. But that part is subjective to everyones own interpretation.

Do you have any game pass numbers to share?

No, they only seem to release official numbers at the start of a calendar year, but I don't think Satya would lie about growth in investor revenue releases.

 

[ParaSeoul]

they're literally giving this shit away on packs of chewing gum.

the absolute state

 

[Sircaw]

In terms of sales ? No, it's outpacing it.

In terms of games output, I would again say no. But that part is subjective to everyones own interpretation.



No, they only seem to release official numbers at the start of a calendar year, but I don't think Satya would lie about growth in investor revenue releases.

how many of those gamepass numbers are because of the 1 dollar deals?

Are those being included in it?

Those things are being given away left right and centre.

 

[adamsapple]

how many of those gamepass numbers are because of the 1 dollar deals?

Are those being included in it?

Those things are being given away left right and centre.

That's how they get you on board, it's a real smart way.

Once you're on board the best deal in gaming, becoming a recurring paying member is an easy proposition.

 

[Papacheeks]

Microsoft Earnings Dented by Cloud Slowdown, Videogame Sales Drop

The software giant reported its lowest earnings growth in two years as it starts to experience the effects of an ending pandemic-era boom.

www.wsj.com

Software giant reports lowest earnings growth in two years​

• crosoft’s revenue and income fell short, as did the company’s revenue from Azure and other cloud services.
• Changing exchange rates and challenges in advertising and the PC markets brought down revenue in the quarter.

Microsoft misses estimates but stock up 5% on rosy guidance

Microsoft said it would have had more revenue in the quarter were it not for unfavorable foreign-exchange rates and tougher PC and advertising markets.

www.cnbc.com

Microsoft turned in the slowest revenue growth since 2020, at 12% year over year in the quarter, which ended on June 30, according to a statement. The company’s earnings per share fell short of consensus for the first time since 2016, with net income rising 2% to $16.74 billion.

With respect to guidance, Microsoft called for $49.25 billion to $50.25 billion in fiscal first-quarter revenue. The middle of the range, at $49.75 billion, implies about 10% revenue growth, reflecting worsening PC sales and slower cloud infrastructure growth. Analysts polled by Refinitiv had expected more, at $51.49 billion. The company’s implied gross margin, at 69.85%, was wider than the 69.30% consensus among analysts polled by StreetAccount.

And for the new 2023 fiscal year, the company reiterated its forecast from three months ago, despite the economic climate.

Microsoft products and services growth​

Year-over-year change by fiscal quarter
The heat map table shows Microsoft's year-over-year quarterly growth for its various business categories between Q1 FY 2021 and Q4 FY 2022.

Table with 9 columns and 10 rows. Currently displaying rows 1 to 10.

	'21 Q1	Q2	Q3	Q4	'22 Q1	Q2	Q3	Q4
Azure + other cloud services	48%	50%	50%	51%	50%	46%	46%	40%
Dynamics products + cloud services	19%	21%	26%	33%	31%	29%	22%	19%
Office 365 commercial	21%	21%	22%	25%	23%	19%	17%	15%
Office commercial products + cloud services	9%	11%	14%	20%	18%	14%	12%	9%
Office consumer products + cloud services	13%	6%	5%	18%	10%	15%	11%	9%
Search + news advertising	−12%	0%	13%	48%	40%	32%	23%	18%
Server products + cloud services	22%	26%	26%	34%	35%	29%	29%	22%
Windows commercial products + cloud services	13%	10%	10%	20%	12%	13%	14%	6%
Windows OEM	−5%	1%	10%	−3%	10%	25%	11%	−2%
Xbox content + services	30%	40%	34%	−4%	2%	10%	4%	−6%

 

[adamsapple]

Microsoft Earnings Dented by Cloud Slowdown, Videogame Sales Drop

The software giant reported its lowest earnings growth in two years as it starts to experience the effects of an ending pandemic-era boom.

www.wsj.com

Software giant reports lowest earnings growth in two years​

12% higher year over year but 'below WSJ's expectations'

well that's one way of trying to find a negative, didn't know Sircaw was a WSJ columnist

 

[Sircaw]

That's how they get you on board, it's a real smart way.

Once you're on board the best deal in gaming, becoming a recurring paying member is an easy proposition.

so yer, inflated by 1 dollar deals, why can't they just release the real numbers, tired of bullshit spin.

 

[Sircaw]

12% higher year over year but 'below WSJ's expectations'

well that's one way of trying to find a negative, didn't know Sircaw was a WSJ columnist

Man Fish of many talents.

 

[Papacheeks]

12% higher year over year but 'below WSJ's expectations'

well that's one way of trying to find a negative, didn't know Sircaw was a WSJ columnist

I added a graph to help you......

 

[Gods&Monsters]

Once you're on board the best deal in gaming,

How can you repeat these dumb lines when PS+ is getting Activision games like Crash 4 and Skate, Yakuza Like A Dragon, FF7R. All games that GP users were salivating over.

GP is only getting no-name indies from charity bundles ($1 tier)

 

[Sircaw]

How can you repeat these dumb lines when PS+ is getting Activision games like Crash 4 and Skate, Yakuza Like A Dragon, FF7R. All games that GP users were salivating over.

GP is only getting no-name indies from charity bundles ($1 tier)

yep it's just crazy talk, you need to be on Microsoft's payroll to think that game pass is better than sony's offering atm.

 

[adamsapple]

How can you repeat these dumb lines when PS+ is getting Activision games like Crash 4 and Skate, Yakuza Like A Dragon, FF7R. All games that GP users were salivating over.

GP is only getting no-name indies from charity bundles ($1 tier)

Damn man look at all these $1 charity bundle games that have come out on game pass this year alone, that I've played personally.

Such charity, much wow

Mass Effect Legendary Edition
Outer Wilds
Spelunky 2
Danganronpa: Trigger Happy Havoc Anniversary Edition
Hitman Trilogy
Tom Clancy's Rainbow Six Extraction
Tom Clancy's Rainbow Six Siege
Windjammers 2
Edge of Eternity
Madden NFL 22
Total War: Warhammer III
Dragon Ball FighterZ
Lightning Returns:Final Fantasy XIII
Marvel's Guardians Of The Galaxy
Tunic
Zero Escape: The Nonary Games
Weird West
MLB The Show 22
Life is Strange: True Colors
F1 2021
Bugsnax
NBA 2K22
Trek to Yomi
Eiyuden Chronicle: Rising
Sniper Elite 5
Ninja Gaiden: Master Collection
Assassin's Creed Origins
Shadowrun Trilogy: Console Edition
FIFA 22
Far Cry 5
Yakuza 0 / Kiwami / Kiwami 2
As Dusk Falls
Watch Dogs 2
Torment: Tides of Numenera