Microsoft’s FY23 Q2 earnings came out, and total revenue was reported as $52.7B, lower than what analysts were expecting ($52.9B). This revenue represented only 2% growth year-over-year, the slowest rate of growth since 2016 . Microsoft’s net income was also down 12%. 
 
Most importantly, Microsoft Cloud revenue was reported at $27.1B, representing a 22% increase year-over-year.  While the associated gross margin increased from 70% to 72%, their Cloud growth rate has been slowing.  Microsoft Cloud revenue growth was 32% in FY22 Q2 and 24% in FY23 Q1.  Microsoft’s go-forward success will continue to be directly tied to Microsoft Cloud, which includes Azure, Office365, LinkedIn, Dynamics 365, Power Apps, and other cloud solutions.
 
In this podcast, our Microsoft Practice Leader, Adam Mansfield, discusses how enterprise customers can take advantage of Microsoft’s focus on helping customers realize more value from their spend.  He also covers what enterprise customers should expect from Microsoft in the coming quarters as they try to accelerate cloud growth.

Host: Adam Mansfield: bit.ly/3rPGp8r

Microsoft Commercial Advisory Services: bit.ly/2V78ADX

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Microsoft FY23 Q2 Earnings: Microsoft Cloud Growth Slows

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Microsoft announced their FY24 Q2 earnings yesterday. Total revenue was reported as $62B, better than the $61.1B analysts were expecting. The critically important Microsoft Cloud revenue, which includes Azure, O365 Commercial, LinkedIn, Dynamics 365 and other cloud product, came in at $33.7B, representing a 24% increase year-over-year.
 
Microsoft’s go-forward success and revenue growth will continue to be directly tied to Microsoft’s ability get more customers to adopt cloud products, adopt AI solutions (Copilot for Microsoft 365, Copilot for Sales, Copilot for Service, GitHub Copilot, and Azure OpenAI) and migrate to the costly all-in Microsoft 365 E5 suite.
 
In this podcast, our Microsoft Practice Leader, Adam Mansfield, discusses how enterprise customers can take advantage of Microsoft’s needs and focus areas to ensure the right deal is struck at the negotiation table. He also covers what enterprise customers should expect from Microsoft as they prepare for their renewal negotiations.

Host: Adam Mansfield: https://bit.ly/3rPGp8r 

Microsoft Commercial Advisory Services: https://bit.ly/2V78ADX

Microsoft FY24 Q2 Earnings: Microsoft’s Push for AI Product Adoption

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