and a list of results will show. Copyright 2022 TechBehemoths. But you did mention that in the June quarter, you experienced a little bit of consumption softness. Oct. 25, 2022 Facing a strong U.S. dollar and weakening personal computer sales, Microsoft on Tuesday reported its slowest growth in five years. Microsoft field metric is Active usage of apps in Teams. Thank you. Search and news advertising revenue ex TAC, increased 18, and 5% in constant currency, in line with expectations., were relatively unchanged and increased 4% in constant currency, Capital expenditures including finance leases were $8.7 billion, Cash flow from operations was $24.6 billion, increasing 8%, driven by strong cloud billings and collections., This quarter, other income and expense was negative $47 million, primarily driven by net losses on investments. All-up, revenue from Azure Container services increased by triple digits. : Hi, thanks for taking my question. Jessi, we have time for one last question. It always can move around a little bit, just based on when builds are complete or when shipments come in. Microsoft Cloud gross margin percentage decreased slightly year-over-year to 69%. You're nowable to view captions coming from a CART provider (real-time captioning) within the Microsoft Teams meeting on Chrome and Edge browsers. Obviously, the big driver of our growth this quarter was in datacenter spend, both new builds as well as adding capacity to existing datacenters. In each one of these, we do have this best-of-suite value, which includes best-of-category products, and that is leading to share gains. More than 60 percent of the Fortune 500 have chosen Teams Rooms to connect employees across the hybrid workplace. Start with a project templates for common line-of-business app scenarios or from a sample. The technology giant posted an 11 percent. Thank you for joining us today, and we look forward to speaking with all of you soon. By default, chat density is set to comfy mode, but if you'd like to see more text you can change this in your settings. First, of course, if were talking about USD, it would be FX. Microsoft announced their new Microsoft Digital Contact Center Platform. You'll also find that when you selectShare content in a Teams meeting. As noted earlier, FX decreased total company revenue by 4 points, 2 points unfavorable to expectations. Collaborative Annotations let all meeting participants draw, type, or react on top of the content being shared in the meeting powered by Microsoft Whiteboard. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; . First, FX. Excel Live will be available for public preview in August. : Thank you very much, and congratulations on the quarter. People outside your company won't see phone numbers of those dialing into the meeting from a phone. Now, according to StatCounter, Windows is by far the most popular OS for desktop devices with 73.54% of all devices, while in second place comes Mac OS in a distant 15.87%. In capital expenditures, we expect a sequential decrease on a dollar basis with normal quarterly spend variability in the timing of our cloud infrastructure buildout. Paid Office 365 commercial seats grew 14% year-over-year, driven by our small and medium business and frontline worker offeringsalthough growth was impacted by some moderation in new deal volumeoutside of E5, particularly in the small and medium business customer segment.Demand for security, compliance, and voice value in Microsoft 365, drove strong E5 momentum again this quarter. Classify and protect your data by assigning sensitivity labels to your teams, E911 is available for Calling Plans, Direct Routing, and Security Desks, Meeting chats are muted by default until you participate in them, Choose what participants can do in a meeting by assigning them roles. To learn more, see What is a shared channel in Teams? In the menu next to Notification style, select the arrow and choose Mac. Id love to probe a little bit more on Azure. And finally, reductions in advertising spend impacted LinkedIn Marketing Solutions and Search and news advertising by more than $100 million. After logging in you can close it and return to this page. In Teams, we encourage you to talk to yourself with the newest chat featurea one-on-one chat withyourself. Share your screen during a call or meeting. On the Microsoft Investor Relations website, you can find our earnings press release and financial summary slide deck, which is intended to supplement our prepared remarks during todays call and provides the reconciliation of differences between GAAP and non-GAAP financial measures. BRETT IVERSEN:Thanks, Phil. Jessi, next question, please. From fuelling better productivity to creating more engaging conversations, here are 22 Microsoft Teams Tips and Tricks you need to know in 2022. Learn more about meetings in Teams for your personal life. Cashpaid for P, P, and E was$6.9 billion. Go to a team, tap >Manage tags. So, the two components that form together Windows revenue for Microsoft are: Technically, you get the same Windows in both cases, and for end-users, there is no difference. Meeting participants can now read captions in their own language, for a more accessible meeting experience. Daily content consumption across Start in categories like news, weather, finance, and sports, increased 80 percent since we launched the service one year ago. Virtual Appointments app and simplified queue view: Streamline appointment management with one app to schedule, manage, and track insights for appointments. Is that an opportunity for you all to go in and try to sell or more bundles and your suite? These statements are based on current expectations and assumptions that are subject to risks and uncertainties. Choose an alert sound for your Teams notifications. I guess I wanted to double-down on the consumption commentary with respect to Azure specifically. How do you think about Azures resiliency? All-up, our security revenue increased 40 percent. The Windows direction from Microsoft is split into 2, as well as the revenue, financial reports, and other official data. Investments in our software that increased efficiencies in how we operate our server and network equipment, as well as advances in technology, have resulted in lives extending beyond historical accounting useful lives. We once again saw record engagement among our more than 850 million members, a testament to how mission critical the platform is to connect job seekers with jobs, learners with skills, and marketers with buyers. Providing Omnichannel Engagement including Live Chat, SMS, Voice and Video (Azure Communication Services) and Virtual Agents, Nuance Contact Center AI, providing services including IVR, Voice biometrics, Authentication and Fraud Prevention, Power Platform Low-Code/No-Code Application Development, for automation and reporting (Power BI), Teams Collaboration, providing integration options and swarming between the contact center and the rest of the organisation. When a meeting reaches max capacity, you can still join as a view-only attendee. Learn more about meetings in Teams for your personal life. Want to track call quality during a Teams meeting or call? - Microsoft Tech Community. The Kenya Revenue Authority (KRA) was established by an Act of Parliament, Chapter 469 of the laws of Kenya , which became effective on 1st July 1995 . When scheduling a Teams meeting, type the name of a distribution list or a Modern Group to add all the members to the meeting. The Kenya Revenue Authority (KRA) was established by an Act of Parliament, Chapter 469 of the laws of Kenya , which became effective on 1st July 1995 . You talked about the largest ever number of big deals that you guys were able to sign in Q4. In Windows OEM we expect revenue to decline in the high-single digits. New phone number accounts can even create an account without a password. When joining a Teams meeting, you want the focus on you - not other stuff in the room. It always can move around a little bit, just based on when builds are complete or when shipments come in. All growth comparisons we make on the call today relate to the corresponding period of last year unless otherwise noted. In 2019 the growth curve flattened and brought almost $7 billion, and in 2020 the revenue was $8 billion. - Microsoft Tech Community, What's new in Microsoft Teams for personal use, Monitor call and meeting quality in Teams, Spotlight someone's video in a Teams meeting, Manage attendee audio and video permissions in Teams meetings. Along those lines on the customers kind of having slightly different spending priorities as they kind of try to maneuver this environment, can you talk a little bit more about what youre seeing in Office, because obviously, Office E5, youre offering a much more comprehensive solution that is kind of getting very, very competitive on several aspects? KARL KEIRSTEAD, UBS:Thanks very much. First, effective at the start of FY23 we are extending the depreciable useful life for server and network equipment assets in our cloud infrastructure from four to six years, which will apply to the asset balances on our balance sheet as of June 30, 2022, as well as future asset purchases. You can now hide previews on notifications with the help of the Intune app. Change this preference in Settings. Earnings per share was $2.23 and increased 3% and 8% in constant currency. And so, we need to make sure weve got the best value props. Peets Coffee is modernizing its supply chain with our business applications. However, OEM stands for Original Equipment Manufacturer. LinkedIn is just another successful deal that made Microsoft enter a new market, and thus, in a new competition. When we talked about it, what we saw in June and through the quarter, and then as were thinking about Q1, is we have seen that deceleration in consumption apply really across customer segments. Thank you. A Board of Directors, consisting of both . Well now move over to Q&A. Excluding the impact of the change in accounting estimate for the useful lives of our server and network equipment, gross margin percentage increased 1 point, driven by improvements in Productivity and Business Processes and Intelligent Cloud. You can nowsearch for, and install, relevant apps published for your organization and by third-party app developers on Teams. Tap on a message to translate messages on the fly. In settings, you can now choose to start a new chat in the main window of Teams or in a new one. Subscribe to Job Alert . Its to both celebrate the effort and win of Microsoft partners throughout the year and also for Microsoft to set out the partner opportunity and their areas of focus for their upcoming FY23. Thanks, Raimo. The updated meeting experience is now available for Teams on the web in Chrome and Edge browsers. Note:Microsoft Teams will not support Internet Explorer 11 starting November 30, 2020. From the meeting details tab, you will now be able to view any attachments the organizer added to the meeting, along with Teams-generated suggestions on other files that might be relevant to your meeting. Excluding the impact of the change in accounting estimate, Q1 gross margin percentage will decrease roughly 1 point driven by revenue mix shift to Azure and the impact from the Nuance acquisition partially offset by continued margin improvement in Azure. Intelligent Cloud revenue increased driven by Azure and other cloud services. Hover over the message you want to reply to and select More options > Reply. Competitor Obsession. Meeting organizers and presenters can now startTogether mode for everyone in the meeting. The Commission on Revenue Allocation (CRA), is an independent Commission set up under Article 215 of the Constitution of Kenya 2010. . Simply open the meeting and tap Details. Learn more at Send a Loop component in Teams chat. On the other hand, for Microsoft, this acquisition is a long-term investment in cloud gaming and will hopefully significantly increase the company's revenue in 5 years. Navigate to the activity icon on the top left corner of your Teams dashboard, and click on the funnel-like filter icon to filter all your unread messages, mentions, replies, missed calls, and voice mails. Our new Microsoft Digital Contact Center Platform brings together Dynamics 365, Microsoft Teams, as well as enterprise AI capabilities from Nuance, to help customers like HP deliver omnichannel customer engagement. On top 5 1st place #microsoftand 3rd place #zoom I guess how much of a drag has that been and do you see it getting better or worse? Leaders in every industry, from Ahold Delhaize, to KPMG, to Philips are all choosing GitHub to build software. But whats happening with it in Azure, though, is in some sense, businesses trying to deal with the overall macroeconomic situation and trying to make sure that they can do more with less. Then, while in the meeting, go to your participants list, hover on the interpreter's name, then select More options > Make an interpreter. I think Id say Id start there, because whether its on the demand side with consumers or SMBs, I think Amy in her remarks talked about some of that, even in our results in the quarter. Either choose from a list of Teams images or upload your own. Our record commitment quarter was driven by increases in thenumber of100-million-dollar-plus Azure and 10-million-dollar-plus Microsoft 365 contracts, as well as consistent strong execution across our core annuity sales motions. To learn more, see Spotlight someone's video in a Teams meeting. Windows commercial products and cloud services revenue grew 6% and 12% in constant currency. And new integrations between Dynamics 365 Intelligent Order Management and Teams help people collaborate in the flow of work to overcome supply chain disruptions. More than 65 percent of the Fortune 1000 use three or more of our data solutions, and we are growing faster than the market. Thank you for joining us today, and we look forward to speaking with all of you soon. Reduce the amount of data used in meetings and calls. You now have the ability to block notifications while in meetings and allow specific notifications to come through during scheduled quiet times. Many organizations were . Turn off your speakers completely during a meeting or call. Deadline: Dec 14, 2022. Its a bigger headwind in H1; its less of a headwind in H2. In Meeting options, switch the Record automatically toggle to Yes before the meeting begins. There are two ways to prevent meeting attendees from turning their camera on during meetings. The meeting organizer will set up the breakout rooms from the Teams desktop app. Select Record a video clip next to Send, then start recording, you can even edit the clipbefore sending it. Cost of revenue increased $2.6 billion or 24% driven by growth in Microsoft Cloud and Gaming. Continued weakness in the PC market demand and advertising spend will impact Windows OEM, Surface, LinkedIn, and Search and news advertising revenue. And, of course, that is because its all related to selling Microsoft 365. Today's call is being webcast live and recorded. Thank you, Keith, for the question. This allows you to move about Teams without losing your place in the calendar. When you search for a message, you can now choose to order the results by relevance or by how recently it was sent. You may be moved into your assigned breakout room as soon as the organizer opens the room. With Windows, we are putting people at the center to help them securely work, connect, and play.. Tap the picture to go back to the meeting at anytime. Despite the deteriorating PC market, we saw share gains again this quarter and volumes remained above pre-pandemic levels. Capital expenditures including finance leases were $8.7 billion, in line with expectations. Excluding the impact from the Windows 11 revenue deferral last year, revenue would decline mid-teens reflecting continued weakness in the PC market. In this 8x8 sponsored event, join experts from Redmond Magazine and Intelligink to discuss new updates related to #hybridwork in 2023 and beyond. First, FX. The Kenya Revenue Authority (KRA) was established by an Act of Parliament, Chapter 469 of the laws of Kenya , which became effective on 1st July 1995 . This quarter, Sephora chose our solutions to help build a new advertising revenue stream while maintaining ownership of their own data and customer relationships. This fact is confirmed by the latest statistics that place Microsoft Office 365 as the leading productivity software, in tight competition with Google Apps. The only difference you might get as a user is that the OEM is created, installed, and dedicated to one specific device, while Commercial Windows can be installed on different devices. More broadly, despite the current headwinds in the ad market, were expanding our opportunity in advertising as we look toward the long-term. Watch live events broadcast through Microsoft Stream. Thanks, Brent. Microsoft Viva is an employee experience platform that brings together communications, knowledge, learning, resources, and insights powered by Microsoft 365. Microsoft Cloud gross margin percentage decreased slightly to 71%. Dynamics revenue grew 19% and 24% in constant currency driven by Dynamics 365, which grew 31% and 36% in constant currency, slightly below expectations due to lower-than-expected growth in new business even as our cloud growth continues to outpace the market. I always like to keep an eye on these for []. Microsoft is focusing on winning Microsoft Teams rooms with technology like front row and Intelligent Cameras. The user growth brought new tools of revenue growth - LinkedIn ads, and premium accounts. And in Enterprise Services, we expect revenue growth to be in the low-single digits driven by Enterprise Support partially offset by declines in Microsoft Consulting Services. You can now see what time it is where your colleagues are when you look at their contact info. Now if you dial into a meeting from your mobile phone, you get to view what content (like PowerPoint) is being shared. Xbox content and services revenue increased $943 million or 11% on a strong prior year comparable, driven by growth in Minecraft, third-party titles, and subscriptions, accelerated by higher engagement during stay-at-home guidelines. Microsoft wants Microsoft Teams to be a platform for business apps and business process. How do you think about Azures exposure to advertising business, consumer Internet and SMB if we do see a real recession? Watch the Microsoft Teams YouTube video to learn how to find someone's local time. Once someone starts presenting you'll get a notification. Log on to the computer where the Operations Manager Console is installed. And in Gaming, we expect revenue to decline in the low-to-mid single digits driven by declines in first party content partially offset by growth in Game Pass subscribers and consoles. Leading service providers differentiate and grow with Dubber. Stay tuned for more improvements! The one thing that Microsoft keeps in the shadows more than others is how does the Office Suite performs. We've also made improvements to notification and meetingreliability. We are the only cloud provider with protection for the top three cloud platforms, and were seeing more and more customers turn to us to protect their multi-cloud, multi-platform infrastructure. Everything happens on the following financial background - Microsoft reported revenues of $15.4 Bn in 2021, while Activision Blizzard shared info of $8.7Bn revenue in the same timeframe. Call-quality info appears to the right of your meeting video and refreshes every 15 seconds. Thank you. In June 2022, Microsoft published the report on Russian cyber attacks, and concluded that state-backed . This means that Microsoft draws sales from selling Windows as a product for the masses, and also, in the case of OEM, Microsoft gets revenue from Windows pre-installed devices, such as laptops and PCs. Enterprise Services revenue grew 5% and 8% in constant currency,. A transcript will automatically start. Cisco Partner Summit 2022 will be conducted in Las Vegas on November 1-3, 2022, bringing together thousands of Cisco partners . To open, select More actions > Call health. And LinkedIn Marketing Solutions surpassed 5 billion dollars in annual revenue for the first time. You now have a chat that's just for you. Microsoft Teams - An alternative to Slack, some would say, but Microsoft is putting more than just a comfortable chat for users. Let me start with some full year commentary for FY23. Jessi, we have time for one last question. And we are innovating to make it even easier for teams of pro and citizen developers to build end-to-end business solutions together. And all together with the cross-platform games being released, it seems that the battle will go between affordability and customer loyalty rather than innovation and comfort. Look for Meet nowat the top right corner of the app. Whether you're going on an adventure for a week or offline for the afternoon, you can now set your out of office status and Automatic Replies from the Teams desktop or web app. Just two weeks ago, Netflix chose us as its exclusive technology and sales partner for its first ad-supported subscription offering, a validation of the differentiated value we provide to any publisher looking for a flexiblepartner willing to build and innovate with them. Do you mind explaining what that was and when you put all this together, how youre feeling about the Azure business in the next couple of quarters in terms of the slope of the likely deceleration? : Thanks, Karl. To find this setting, go to Settings and more at the top of the app, and then select Settings. FX decreased segment revenue $159, LinkedIn revenue increased 26% and 29% in constant currency,. React to messages with emojis to express love, surprise, and more. In Surface, revenue should decline in the low single digits. Set your audio, video, or phone preferences before joining a meeting. With PiP (Picture in Picture), you can now multitask in Teams while also seeing what's going on in a meeting or call. We are seeing, obviously, good demand signal. Whether you're in Activity, Chat, Teams, or Calendar, you can search for meetings in the search bar at the top of the app. Azure provides SaaS (Software as a Service), a platform for PaaS (Platform as a Service), and IaaS (Infrastructure as a Service). Typically, we think this type of environment makes it harder to sign those big deals. Now, you can control your Meeting options(who can bypass the lobby, attendee mic control, etc.) Windows commercial products and cloud services revenue grew 6% and 12% in constant currency, lower than expected due to some impact from the small and medium business deal moderation noted earlier. SATYA NADELLA:Yeah, maybe Ill start, and Amy, feel free to add. In Office Commercial, revenue growth will again be driven by Office 365 with seat growth across customer segments and ARPU growth thru E5. Microsoft posted the second quarter of its 2022 financial results today, reporting revenue of $51.7 billion and a net income of $18.8 billion.Revenue is up 20 percent, and net income has increased . At the top of your chat list, select Filter > Chats. He is a regular speaker at events around the world. You'll need to share your full screen in Teams, then select Start annotation. Taking into account Microsoft acquisitions in the pas years, and as well its product development focus, there might be a change in its marketcap, value and price/share. No worries. These capabilities will be available in public preview next month. Notification settings got a makeover and with the new look come a few more ways to control when and for what you get notified. Through the course of Q4, it really applied across all customer segments and in general, applied across geographies. I do think it speaks to what Satya and I have said, which is we see customers continuing to optimize, whether its through reserved instance, whether its through existing workloads or purchase patterns. Excluding the impact from the change in accounting estimate for useful lives, Microsoft Cloud gross margin percentage increased roughly 1 pointdriven by improvement across our cloud services, partially offset by sales mix shift to Azure. LinkedIn - Since 2016 when Microsoft acquired LinkedIn, the professional social network continued to grow and became a unique and indispensable tool for HR professionals all over the world. I still feel very good about the patterns were seeing. I think Id say Id start there, because whether its on the demand side with consumers or SMBs, I think Amy in her remarks talked about some of that, even in our results in the quarter. Express yourself in the perfect way! At the top of your chat list on your phone or iPad, you'll find all of your pinned chats from desktop. E5 now accounts for 12% of our Office 365 commercial installed base. Tap and hold the mic button to start recording. The new enhancements includes the support for usage of Line of Business apps, Tenant level install trend, enhanced quality of metrics reported, tenant wide usage of Microsoft, 3rd party and LoB apps etc. BRENT THILL, Jefferies:Amy, great to hear the double-digit guidance. You can now insert images and shapes, change the board's background color and grid design, and more easily work with a variety of content with the newtools. For seeing more than 9 videos, user needs to manually select the Large Gallery view. Learn more about Teams Premium add-on for Microsoft Teams. One year in, weve seen strong adoption of Windows 365 from organizations in every industry from Hamburg Commercial Bank and Kyndryl, to The LEGO Group and Schroders as they use Cloud PCs to rapidly onboard new and temporary employees, and speed M&A integration, while reducing IT costs. To learn more about this and other features available in Teams for your personal life, check out What's new in Microsoft Teams for personal use. Get results for both chat messages and channel posts. Gross margin percentage decreased slightly. Video clip will be in public preview in August and generally available in September. We are helping organizations digitize their customer experience, service, finance, and supply chain functions, and we continue to outgrow the market in every category. So it was - under Microsoft management, Mojang continued to develop the Minecraft universe. And, we now offer managed threat detection and response with Microsoft Security Experts. Microsoft Cloud revenue was $25 billion and grew 28% and 33% in constant currency. The other one is also people building new applications that are completely new frontier. In this environment, we are focused on three things: First, no company is better positioned than Microsoft to help organizations deliver on their digital imperative, so they can do more with less.. Over the past year, weve introduced more than 450 capabilities to empower frontline and knowledge workers to collaborate both synchronously and asynchronously, as well as remote and in person. , up 12% and 16% in constant currency. Microsoft assures that Activison acquisition will bring fair prices for gamers and games, and will lower the price range. an intense focus on prioritization and executional excellence in our own operations to drive operational leverage. Now in Teams, when you schedule a meeting, private appointment, or vacation, you can choose how that meeting shows in your calendar. This way or another, Xbox has a chance to compete right now, being the only console on the market able to face PlayStations trending growth. Learn more at Customize your background during a Teams Meeting. Last updated: 12/8/2022 Hey! It starts with our own first-party experiences. Was the consolidating impact that Microsoft brings to the market, the price performance, maybe the macro, is that actually a benefit for you guys to close these deals in this type of environment, or was it just kind of a typical Q4 end of year kind of budget flush kind of thing for you guys, and it was absent of the environment or not really related to the environment? Tiziana Barrow has spent the last 20+ years of her career in the B2B high tech Industry in key . Theres so much value, and weve added and continued to add value to the E5 suite. Do you mind explaining what that was and when you put all this together, how youre feeling about the Azure business in the next couple of quarters in terms of the slope of the likely deceleration? Amy, you noted a couple times just seeing some weakness in more the small business segment. And Edge continues to gain share as consumers use it to save money with our built-in coupon and price comparison features. On the call with me are Satya Nadella, chairman and chief executive officer, Amy Hood, chief financial officer, Alice Jolla, chief accounting officer, and Keith Dolliver, deputy general counsel. BRETT IVERSEN: Thanks, Keith. Microsoft Cloud gross margin percentage decreased slightly to 71%. Revenue from Productivity and Business Processes was $16.6 billion and grew 13% and 17% in constant currency. To change the app theme, tap on your profile picture > Settings > Appearance. Learn more atUsing tags in Teams. Under Description, enter the Channel name, Description (optional) and click Next. I did allude to it a couple of times when discussing Office EMS or the Azure per-user service as well as Windows Commercial. Jessi, next question, please. operating income grew 11% and 18% in constant currency. Internet Explorer 11 is a component of the Windows operating system and follows the Lifecycle Policy for the product on which it is installed. Use the PiP extension to have video in Teams meetings and calls. Indeed Nuance is already very commonly used alongside contact centers such as Avaya, Genesys, and NICE. We expect Office 365 revenue growth to be sequentially lower by roughly two points on a constant currency basis with a bit more FX impact on US dollar growth than at the segment level. I am confident that will move to Operator Connect being the dominant PSTN connectivity option over time. What are you seeing there in terms of your willingness of customers to kind of use this time to kind of consolidate further? We do feel that weve gotten in a good place on capacity on a global basis and are focused on making sure our customers can drive the new units they need, the new usage they need in those datacenters. Thats the kind of optimization that you see. Cash flow from operations was $24.6 billion, increasing 8%driven by strong cloud billings and collections.Free cash flow was $17.8 billion, up 9% year-over-year. Overall, our outlook has the trends we saw in June continue thru Q1. But Bobby will take with him around $375 million, or equal to 0.53% of Activision shares that he holds. BRETT IVERSEN: Thanks, Karl. And more than 100,000 companies, including Johnson & Johnson, Lumen Technologies, and Progressive Insurance, have deployed custom line of business apps in Teams.. All-up, the number of third-party and LOB apps with active usage increased by 40 percent year-over-year. However, it all depends on how the company will manage the existing products, and the way it will develop further. With our Microsoft Intelligent Data Platform, we provide a complete data fabric, spanning operational databases, analytics, and governance, helping customers focus on creating value instead of integrating a fragmented data estate. I mean, the two numbers that are user growth numbers, right, the 14% growth in the number of seats of Microsoft 365, and then the E5 growth of 60%, I think speak to, again, that best-of-suite value in the core and in E5. We now have over 12 million PSTN users, nearly double the number a year ago. Microsoft Teams is a unified platform that integrates people, content, and tools so that workers can stay engaged and efficient no matter where they are. And Teams Rooms bridges the gap between people working remotely and those in the office, with innovations like AI-powered cameras. How are you feeling about sort of where capacity stands right now? And therefore, youve kind of see the different linearity of that consumption pace? Microsoft annual revenue for 2020 was $143.015B, a 13.65% increase from 2019. 80 million Microsoft Teams Phone active users (I still don't like the definition of this number, as it includes both VoIP and PSTN usage of Microsoft Teams). Microsoft Cloud gross margin percentage should be up roughly 2 points year-over-year driven by the latest accounting estimate change noted earlier. : Excellent, thank you guys for taking the question, and very impressive results in a very difficult environment that were all dealing with, particularly when it comes to those commercial cloud bookings. I wouldnt point in particular to any specific geo as showing a very different pattern than any other geo. Our data center investments continue to be based on significant customer demand and usage signals. When scheduling a Teams meeting, type the name of a distribution listor a Modern Group to add all the members to the meeting. Microsoft Azure for example is the leading direction in the companys cloud services. Teams automaticallysuppresses non-speech sounds during Teams meetings. Azure Virtual Desktop monthly active usage increased nearly 60 percent year-over-year. year-over-year. This means that in the given timeframe, Microsoft teams grew by 320% when it comes to users. Then you can send the message like you normally would. Push-to-talk communication with Walkie Talkie. Meeting organizers and participants will be able to ask their captioning providers to stream captions to Microsoft Teams. Our effective tax rate was approximately18%. Now, when organizers spotlight a person's video via the desktopapp, mobile attendees will now be able to view the video from their devices. There are two things at least I would observe. If you're an IT admin or simply looking for feature updates on Teams desk phones, Microsoft Teams Rooms, displays, and panels, you'll find all their updates at What's new in Microsoft Teams devices. AMY HOOD:Thank you, Satya, and good afternoon everyone. We've been making updates and adding features to the Teams mobile app. . Teams now offers spelling suggestions for search terms that might be spelled incorrectly. Go to general settings to turn it on. Unless otherwise specified, we will refer to non-GAAP metrics on the call. A recap of the call, including recording and transcript, will show on the right side of the app. Transfer a call immediately, or consult with the recipient over chat first. The emoji set in Teams has grown from 85 to over 800 emoji, including new categories and different skin tones for specific emoji. Tap on the notification and you'll be shown the content. Finally, as a reminder on Q1 cash flow, we will be making $3.2 billion of tax payments related to the TCJA transition tax and the transfer of intangible property completed in Q1 FY22. With Microsoft Whiteboard's Collaborative Annotations, everyone in a meeting can add notes simultaneously on a shared screen in a Teams meeting. Weve seen broad adoption across segments and industries, from Commonwealth Bank, Fidelity Investments, and Mastercard, to AstraZeneca and Schlumberger. We now have nearly 25 million monthly active users. Maybe let me start by talking about Q4s capital spend. Week of September 19, 2022 Week of September 12, 2022 Week of September 05, 2022 Week of August 29, 2022 Week of August 22, 2022 Recommended content Start your organization-wide rollout of Microsoft Teams - Microsoft Teams These Microsoft Teams hack is for you. And if you think about how the and if you try to look over the course of the year with some of my comments, youd say, okay, in H1 vs. H2, I would point out three things that changed a bit over the course of that time. To change your notifications style, select Settings > Notifications. To learn more, see View your call history in Teams. Then, type the name or email address of the recipient and tap Done. Amid this macroeconomic environment, the Microsoft Cloud surpassed 25 billion dollars in quarterly revenue for the first time, up 28 percent and 33 percent in constant currency. As of June 2022, Microsoft's stock is valued at around $270 per share. Select # Join with an ID at the top of your Teams calendar. You can now receive phone calls from any Teams account you're signed into in the mobile app, regardless of which account you're active in. Let us know and we will happily publish, giving your author credentials for further cooperation. There was no mention if there is any preference to towards Microsoft Teams Room Premium over Microsoft Teams Room standard. This works across the mobile and desktop apps. Posted: Dec 5, 2022. Deadline: Dec 14, 2022. Leaders in every industry including Kraft Heinz, Fujitsu, and Unilever have migrated ERP workloads to Azure. A thing that put them in direct competition between Sony and Nintendo at that moment. As a reminder, the growing mix of larger long-term Azure contracts, which are more unpredictable in their timing, always drive increased quarterly volatility in our bookings growth rate. In our on-premises server business, we expect revenue to decline low-single digits driven by strong demand for our hybrid offerings offset by the prior year comparable which included benefit from contracts with higher in period revenue recognition. Search and news advertising revenue ex TAC, increased 18% and 21% in constant currency,lower than expected driven by the slowdown in advertising spend noted earlier, partially offset by the inclusion of three weeks of results from Xandr. Excel Live allows all meeting attendees to view and interact with a workbook in real-time. Apps in Teams use grew 10X between 2022 and 2022, 460+ New Microsoft Teams capabilities released in FY22 (having trouble keeping up? Now, to the outlook for the first quarter, whichunless specifically noted otherwise, is on a US dollar basis. We added support for new languages: Hindi, Filipino, Bangla, and Telugu. First of all, users - from 433 million users back in 2016 when it was acquired, up to 740 million users in 2021. In our consumer business, despite those macro challenges, we drove another quarter of share gains for Windows in the PC market and for Edge in browsers. Opex growth included roughly two pointsfromthe decision to scale down operations in Russia, employee severance, and the impact from the Xandr acquisition which closed in June.At a total company level, headcount grew 22% year-over-year as we continued to invest in key areas such as cloud engineering, LinkedIn, sales and customer deployment, and included roughly 6 points of growth from the Nuanceand Xandr acquisitions. The aggressive market strategy Microsoft has for their products increases the value and usage rate, but also the revenue and number of users. Microsoft Teams is now available in 183 countries and 44 languages with more than 183.000 educational institutions using it as a primary communication tool. American Airlines, for example, chose our cloud to run their key operational workloads, including its data warehouse, and Telstra will move its internal IT workloads to Azure. An Omida research shows that Cloud Gaming is expected to grow from $3.7Bn in 2021 up to $12 Bn by 2026. We've also made it easier to manage channel notifications from one place. Learn more about music mode atUse high fidelity music mode to play music in Teams. Deadline: Dec 14, 2022. More than 40 percent of companies on LinkedIn now rely on skills filters to identify candidates. Productivity and Business Processes revenue increased driven by Office 365 Commercial and LinkedIn. She developed the Love Your Team system of sales management over a 25-year career on the front lines at top tech companies including Apple, Sun Microsystems, IBM, and Microsoft. 12.4 billionto shareholders, up 19% year-over-year through share repurchases and dividends, bringing our total cash returned to shareholders to over $46billion for the full fiscal year. To pre-assign channel members to breakout rooms in channels meetings, go to the breakout rooms tab in the meeting details, then selectAssign participants. Microsoft Teams Review Today's Eggspert Posted on January 19, 2022 Microsoft Teams offers the level of quality and feature set we'd recommend to any organization looking for a video conferencing tool. ISVs, from Adobe to Workday, have built deep integrations with Teams. Create tags and assign people to them so you can @mention a group, role, department, etc. To learn more, see Use annotation while sharing your screen in Teams. Microsoft officials said today, January 25, that the company has surpassed 270 million monthly active Teams users as of its second quarter in fiscal 2022. Learn practical tips and insights about IT Companies, how to find the right company for your projects.Read the latest news about Market Trends and fresh Interviews. Microsoft Teams Revenue and Usage Statistics (2022) Zoom Revenue and Usage Statistics (2022) Slack Revenue and Usage Statistics (2022) Business of Apps Get the latest app industry news, analysis and insights. Jessi, next question, please. Jessi, next question, please. And I think thats probably our larger focus rather than just the pure consumption number. It has also benefited from continued high demand for Teams, Windows Virtual Desktop, and other Microsoft services running on Azure as lockdowns tightened. Revenue: $49.36 billion, vs. $49.05 billion as expected by analysts, according to Refinitiv. Teams Premium New License How this will affect your organization Introduction of new licensing model with Microsoft Teams that includes a wide range of new features. Dark theme is here! Raise a virtual hand during a meeting to let others know you have something to say. AMY HOOD:Thank you. According to NASDAQ, Microsoft's market cap is at $1.99T, and a declared revenue in 2021 is equal to $168Bn. Find and add a nearby room when you're in a meeting. When you give a presentation in Teams using PowerPoint Live, you can use Cameo to overlay your Teams camera feed over your presentation.
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