Categories Earnings, Technology

LIVE BLOG: Microsoft Q4 2018 earnings call

  • 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%Market cap - Apple, Amazon, Alphabet, Microsoft
  • 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

Microsoft Gaming Revenue Since 2017

  • 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

LinkedIn revenue performance since its acquisition

  • 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.

Microsoft fourth quarter 2018 earnings

Most Popular

Earnings calendar for the week of March 8

On the heels of lawmakers moving closer to passing the stimulus bill, inflations concerns gripped the market after Federal Reserve chief Jerome Powell at a meeting said the reopening would

Why Costco’s (COST) growth prospects might depend on beating costs, digital lag

Though the retail boom triggered by the pandemic was estimated to be short-lived initially, the shopping spree continued as customers stocked up on essential items, concerned about the persistent market

Gap (GPS) hopes to see a favorable recovery by the second half of 2021

Shares of Gap Inc. (NYSE: GPS) were up 5.8% in afternoon hours on Friday. The stock has gained 103% over the past 12 months. Gap reported mixed results for the


Add Comment
Viewing Highlight