In Office commercial, revenue growth will continue to be driven by Office 365, with strong upsell opportunity, particularly to our advanced security solutions. Unless otherwise specified, we will refer to non-GAAP metrics on the call. It is the only way for you to have even the business continuity required in times like this, and your needs going forward of increasing digitization are going to be met with better pricing, better economics, at a unit price level for the given business. Moving to our overall results. Retailer ASOS is using Azure Sentinel to detect and mitigate threats. And, the need for secure remote identity and access management is increasing demand for Azure Active Directory, now at 300 million active users. I think there's a lot of opportunity here for us to continue to add value. It's one thing to have Teams, people working remotely, but information being shared in Teams, that OneNote you shared, does it carry the policies that were set for information protection. REDMOND, Wash. — April 8, 2020 — Microsoft Corp. will publish fiscal year 2020 third-quarter financial results after the close of the market on Wednesday, April 29, 2020, on the Microsoft Investor Relations website at … We are also expanding our opportunity with consumers with Microsoft 365 Personal and Family, which now has more than 39 million subscribers.Â. Satya talked about two years or three years, for sure. Other income and expense should be negative $100 million as interest expense is expected to more than offset interest income. The Microsoft earnings news pushed MSFT stock north in extended trading. Our next question comes from the line of Heather Bellini with Goldman Sachs. It's not just about migrating off premise, but it's going to be able to have an architecture that supports the needs where edge compute is increasingly going to be very important. New capabilities enable providers like Northwell Health, New York stateâs largest healthcare provider, to deliver first-class telehealth. But at the same time, if there is going to be economic activity, then I would claim that digital as a component of that economic activity is going to increase. They'll all have surge demand, or even in some segments of retail, there is surge demand. Overall, the perspective we take, the approach we take is really to be there for our customers as their time of most acute need. Overall, first, I think I would say the current cloud architecture, whether it's at the infrastructure level or the SaaS applications with M365 or Azure, have been I think very, very helpful in us being able to all, as an economy, pivot to this new way of working, working from home, remoting all of our operations.  Thanks, Mark. If you can create an Excel spreadsheet, you can create an app, build a virtual agent, automate a workflow, analyze data and share insights in real-time.In just two weeks, Swedish Health Services, the largest non-profit health provider in the Seattle area, used Power Apps to track critical supplies. Twilio also handily beat on earnings at $0.04 EPS compared to analyst consensus of -$0.03 EPS. See, that's the big advantage we have, architecturally, in terms of all this having been built with one particular set of architectural principles so that they can be enforced throughout all of these applications. This quarter, we introduced new capabilities to protect customer data no matter where it resides. Satya, a question for you: You did a really great job of talking to how well the expanded portfolio and really broad portfolio that Microsoft brings to the market has helped customers during a crisis period, and a period that engendered a lot of change within the way organizations were operating. PHIL WINSLOW, Wells Fargo: Thanks for taking my question, and I'm glad to hear that you all are well, and I hope the same for your families. and this quarter we announced new regions in Mexico as well as in Spain. In enterprise services, growth rates slowed as consulting projects were delayed. In Windows, overall OEM revenue growth should be low to mid-single digits on a strong prior year comparable. After all, Microsoft was created as a Dev tools company first before anything else, and that means a lot to us. But it's not to say that anyone else can't participate. Growth was driven by strong renewal execution consistent with prior quarters, though we saw some impact from the previously mentioned changes in sales dynamics. Company gross margin percentage was 69 percent, up 2 points year-over-year, driven by favorable segment sales mix and improvement across all three of our segments. We are bringing GitHub to even more developers, making core features free for the first time for teams of any size. Our next question comes from the line of Heather Bellini with Goldman Sachs. Microsoft to host earnings conference call webcast. And in Gaming, we expect revenue growth in the high-teens with continued strong user engagement across the platform. Healthcare providers have created more than 1,400 bots using our Healthcare Bot service, helping more than 27 million people access critical healthcare information. Just last week, Accenture became the first organization to surpass half a million users.Â. But the most important thing is to bring these together so that people can get more done. Today's call is being webcast live and recorded. Thanks for taking my question, and glad to hear you're staying safe. The combination of Teams, curriculum in OneNote, and social learning with FlipGrid, gives teachers a complete remote learning solution so they can improve student outcomes.More than 183,000 educational institutions now rely on Teams. All growth comparisons we make on the call today relate to the corresponding period of last year unless otherwise noted. And Power Apps, because we think about Power Platform and Dynamics as both what we do with business applications, and we feel that, between these two, along with Azure, are well-positioned to address what are going to be increasing digitization needs where people don't have months to deploy, or months to implement. Please proceed with your question. In our commercial business, our strong position in durable, growth markets means we expect consistent execution on a large annuity base, with continued usage and consumption growth across our cloud offerings. Teams is not just about having lots and lots of video meetings. How do you think that that balances out for bookings and for consumption? Other income and expense was negative $132 million, lower than anticipated, due to FX remeasurement and net recognized losses on investments. And on annual contracts in LinkedIn's Talent Solutions business, renewals were impacted by the weak job market. And I think that's probably not surprising. We delivered double-digit topline and bottom line growth once again this quarter, driven by the strength of our commercial cloud. Congratulations,Â, We understand there are supply chain issues have been impacting server deliveries in the quarter, and the changes in demand have been massive. We will post our prepared remarks to our website immediately following the call until the complete transcript is available. There is both immediate surge demand, and systemic, structural changes acrossÂ. We've seen increased usage across multiple products in our line, and that includes Windows and the PC. And, the NHS in the U.K. is using Teams to ensure staff have the tools they need to do vital work.Now that home offices are doubling as home schools, educational outcomes are at a premium.  And to your first question on really expanding the customer base versus adding seats or consumption within that customer base, weÂ. We care about this. Transcript I'm interested in whether you see the current environment as a net tailwind or a net headwind on Azure growth, just as we try to weigh the idea of the pandemic as a forcing function to adopt cloud a little more rapidly versus, on the other hand, potential economic pressure on IT budgets. And operating income increased 20 percent and 23 percent in constant currency. However, a material mix of revenue is driven by customer hiring needs and advertising, therefore we expect a significant slowdown to mid-single digit revenue growth. AndÂ. However, we also saw some changes to our sales dynamics particularly in the industries and segments most impacted by COVID-19. To your point, ultimately, Microsoft is not immune from what's happening broadly in the world, in terms of GDP growth. : Yeah, maybe, Amy, I'll take the second one first, and then you can take the first one. And in Enterprise Services, we expect a low single digit revenue decline driven by continued delays in our consulting business. MARK MURPHY, JP Morgan: Yes, thank you. MICHAEL SPENCER: Thanks, Alex. Our next question comes from the line of Raimo Lenschow with Barclays. Things will start coming back in terms of economic activity and we'll have to keep adjusting the dial. Approximately 80 percent of this revenue comes from the earnout on existing contracts and agreement renewals. That's sort of what we use to forecast out what we commit, both in terms of capex, op-ex, innovation and customer engagement. We are the only cloud that extends to the edge, with consistency across operating models, development environments, and infrastructure stack. This was the largest beat by dollar in Twilio’s history, as referenced by analyst Khozema on the earnings call. For example, if you're a retailer and you now need to do contactless shopping, that is something that, for example, Dynamics is going to support for you to be able to use even commodity cameras with AI modules with all of it helping with a data model that supports shopping inside of physical stores, or curbside pickup, or even remote assistance. OPERATOR: Thank you. Windows 10 now has more than 1 billion monthly active devices, up 30 percent year-over-year, and we are seeing demand for Windows 10 PCs â from small screens to large screens to dual-screens. Next to FX, we expect a larger impact to our results due to the stronger US dollar. In More Personal Computing, we expect revenue between $11.3 and $11.7 billion. We assume advertising spend levels from March do not improve in Q4, which will impact Search and LinkedIn. Now to segment guidance, which includes wider ranges than normal given the uncertainty in our businesses with higher in quarter sales and revenue recognition. Dynamics revenue grew 17 percent and 20 percent in constant currency driven by Dynamics 365 growth of 47 percent and 49 percent in constant currency.Â. : Sure. OPERATOR: Thank you. OPERATOR: Thank you. Analysts expect the company’s adjusted earnings to rise by 0.7% YoY to $1.38 per share in the fourth quarter of fiscal 2020. And, the number of organizations integrating their third-party and LOB apps with Teams has tripled in the past two months.In healthcare alone, there were more than 34 million Teams meetings in the past month. It is the only solution with meetings, calls, chat, collaboration with the power of Office, and business process workflows â in a single, integrated user experience â with the highest security as well as compliance. contributing to record levels of engagement across the platform in Q3. Actual results could materially differ because of factors discussed in today's earnings press release, in the comments made during this conference call, and in the risk factor section of our Form 10-K, Forms 10-Q, and other reports and filings with the Securities and Exchange Commission. Operator, we'll take the next question now, please. Operator, we'll move to the next question, please. The way you would have seen a little bit of weakness, I guess, in on-premises Office Commercial due to transactional weakness and maybe SMB. I think there's a lot of opportunity here for us to continue to add value. And I think in some ways that will the same thing that we were already seeing as a transition in terms of thinking about that for long term. Our effective tax rate was slightly above 16 percent, in line with expectations. But even more broadly is that while we've seen a surge in Teams now, there was a lot of surging in security and compliance six months ago, and six months before that. We will also provide growth rates in constant currency, when available, as a framework for assessing how our underlying businesses performed, excluding the effect of foreign currency rate fluctuations. Teams of people and organizations can get more done. I think in some ways, the breadth of this company and where we've invested over the past few years, it's not just Teams but maybe a few products that have served us well and served our customers well. Commercial cloud gross margin percentage will be relatively unchanged year-over-year as continued improvement in Azure IaaS and PaaS gross margin percentage will be more than offset by revenue mix shift to Azure. Microsoft Corporation (NASDAQ: MSFT) announced its Q3 2020 earnings report earlier this week and the company revealed growth in sales and profits. If you think about it, the orders of magnitude increase we have seen in usage in our own case with our applications, such as Teams or our virtual desktop have been tremendous. Satya Nadella — Chief Executive Officer. That's what's going to have continuity, whether it's the whiteboard you created, it's the OneNote you shared, it's the document you edited together, it's a business process alert that you are responding to. SATYA NADELLA: Yeah, maybe, Amy, I'll take the second one first, and then you can take the first one. Cash paid forÂ, In our commercial business, our strong position in durable, growth marketsÂ, In Surface, the continued strong demand should drive revenue growth in theÂ, In Search ex-TAC, we expect revenue to decline in the mid 20 percent rangeÂ, And in Gaming, we expect revenue growth in theÂ. Capital expenditures including finance leases were $3.9 billion, up 15 percent year-over-year to support growing demand for our cloud services, and lower than expected, driven by COVID-19 related delays across the supply chain. In Productivity and Business Processes, we expect revenue between $11.65 and $11.95 billion. This hybrid work is going to be there with us forÂ, Even just take Teams. In this sort of environment where there's a lot of uncertainty, with Dynamics, you're addressing some very fundamental kind of business apps. OPERATOR: Thank you. VIEW DETAILS. Retailer ASOS is using Azure Sentinel to detect and mitigate threats.Â, We have the most complete developer toolchain independent of language, framework, or cloudÂ. Amidst a changing jobs market, LinkedInâs role in creating economic opportunity for every member of the global workforce has never been more acute. Operating expense increased 12 percent and 13 percent in constant currency, driven by continued investment in LinkedIn and cloud engineering. Operator, we'll move to the next question please. Wednesday, April 29, 2020. Xbox Game Pass has more than 10 million subscribers, and we are seeing increased monetization of in-game content and services. As work norms evolve, organizations are realizing they need a comprehensive solution that brings together communications, collaboration, and business process â built on a foundation of security and privacy. And then, the third phase is where there is going to be structural change. I think what we've seen is really more of a shift to some of these quick time-to-value deployments, and a real change in terms of new, long lead time projects there. MICHAEL SPENCER: Thanks, Mark. Patagonia is using Dynamics 365 Commerce to rapidly move to new, more intelligent distribution and fulfillment models, including contactless shopping. LinkedIn is where more than 690 million professionals go to connect, learn new skills, and find new opportunitiesÂ. our next question comes from the line of Brent Thill with Jefferies. This was partially offset by a significant reduction in advertising spend, which impacted our Search and LinkedIn businesses. How do you think that that balances out for bookings and for consumption? RAIMO LENSCHOW, Barclays: Okay, thanks. Microsoft company logo. BRENT THILL, Jefferies: Good afternoon. Twenty organizations with more than 100,000 employees are now using Teams, including Continental AG, Ernst & Young, Pfizer, and SAP. Microsoft, which belongs to the Zacks Computer - Software industry, posted revenues of $35.02 billion for the quarter ended March 2020, surpassing the Zacks Consensus Estimate by …
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