- During the after-market hours, Microsoft stock is up 3.3% at 7:30 PM ET
- The company sees accelerating enterprise deployment of Windows10, which creates demand for new devices and results in better-than-stronger PC OEM commercial market
- Capex will grow in fiscal 2019, but the growth rate will moderate
- Q&A starts
- Software and services growth rate will moderate due to strong third-party titles launched a year ago
- Gaming; expects mid-teens revenue growth with continued strong user engagement on the company’s platform
- More Personal Computing; revenue to be $9.95-10.25 billion
- Intelligent Cloud; revenue to be $8.15-8.35 billion, Azure revenue growth to be moderate in per-user services
- Productivity and Business Processes; revenue to be $9.25-9.45 billion
- Assuming currency rates remain stable, FX to increase revenue growth by about 1 point and decrease COGS and operating expenses by 1 point
- Moves to first quarter 2019 outlook
- FY19 effective tax rate should be about 17%
- Investments in commercial cloud, LinkedIn, gaming, and AI to resulting operating expense growth of about 7% in FY19
- Will continue to increase CapEx investments to meet growing demand for cloud services, although growth rate for the year is expected to moderate
- Double-digit growth expected in Productivity and Business Processes, driven by Office 365, Dynamics 365 and LinkedIn
- May witness quarterly volatility in commercial bookings growth and revenue
- Expects another year of strong revenue growth across commercial business
- Assuming currency rates remain stable, the company does not expect any impact for fiscal 2019 revenue growth
- Starts on the outlook
- GitHub acquisition is expected to close by the end of the calendar year
- LinkedIn; record levels of jobs posting, benefiting from the robust US job market
- Stronger dollar was a headwind during the quarter
- Microsoft stock is up about 3.5% at 6 PM ET in the after-market hours
- Amy Hood takes over the call
- Gaming; surpassed $10 billion in revenue this year for the first time
- Azure; expanded global data center footprint to 54 regions and added nearly 500 new capabilities in the last year
- LinkedIn has more than 575 million members, sessions growth 41% and mobile sessions up 55% Y-o-Y
- Has more than 135 million Office 365 commercial users and Windows10 is now active on nearly 700 million devices
- Full-year revenue was more than $110 billion with double-digit topline and bottom line growth
- Satya Nadella starts the prepared remarks
Microsoft (MSFT) reported better-than-expected results for the fourth quarter 2018. Non-GAAP earnings of $1.13 per share on revenue of $30.08 billion beat consensus estimates. Analysts had predicted earnings of $1.08 per share and revenue of $29.3 billion for the quarter ended June 30, 2018. The stock, which dropped 0.68% to $104.40 during today’s regular trading session, was up after the earnings release.
Related: Microsoft stock rises on upbeat Q4 earnings
Check out this space to know more about what management discusses on the earnings call.
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