As of June 2022, Microsoft's stock is valued at around $270 per share. Nonetheless, Teams registered a huge growth between November 2019 - April 2020: started with 20 million users, in March reached 44 million users, and by April went to 75 million users. There was no mention if there is any preference to towards Microsoft Teams Room Premium over Microsoft Teams Room standard. An Omida research shows that Cloud Gaming is expected to grow from $3.7Bn in 2021 up to $12 Bn by 2026. lower than expected driven by the slowdown in advertising spend noted earlier, partially offset by the inclusion of three weeks of results from Xandr. To pin someone's video, tap the three dots on their tile, then select Pin. As a result, for the full quarter, revenue and EPS were negatively impacted by $595 million and $0.04 cents per share beyond our expectations shared in April. The login page will open in a new tab. Intelligent Cloud revenue increased driven by Azure and other cloud services. 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. First of all, users - from 433 million users back in 2016 when it was acquired, up to 740 million users in 2021. In March, Plaid CTO Jean-Denis Greze told TechCrunch that he grew his engineering team 17.5x in just four years, from 20 engineers to 350 people. Xbox content and services revenue declined 6%. Revenue growth will be driven by continued momentum in our commercial business and a focus on share gains across our portfolio. Automatically view up to 49 videos (77) in Teams meeting. Learn more about meetings in Teams for your personal life. I still feel very good about the patterns were seeing. You can take notes, draft messages, and send files to yourself. Organizations in every industry continue to choose our cloud to align their IT investments with demand. The Microsoft field metric for this is paid Teams Room licences. 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. 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. Microsoft Azure for example is the leading direction in the companys cloud services. 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. But you saw the way it shows itself, as you might notice, is you saw the seat growth be a little lighter than you would have expected in the quarter. Maybe let me start by talking about Q4s capital spend. No worries. And that, in fact, even shows up in some of the volatility in our Azure numbers, because thats one of the big benefits of the public cloud. Now, when organizers spotlight a person's video via the desktop app, mobile attendees will now be able to view the video from their devices. Enterprise Services revenue grew 5% and 8% in constant currency,lower than expected driven by declines in Microsoft Consulting Services. Assuming current rates remain stable, we expect a roughly 4-point impact to full-year revenue growth, with headwinds in H1 greater than in H2. In our ongoing efforts to improve Teams, you may notice switching between chat and channels is faster with the recent upgrades made. The emoji set in Teams has grown from 85 to over 800 emoji, including new categories and different skin tones for specific emoji. BRENT THILL, Jefferies:Amy, great to hear the double-digit guidance. Deadline: Dec 14, 2022. Learn how at Share sound from your computer in a Teams meeting. 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. 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%. At TechBehemoths, I put all my experience and knowledge work for IT companies and businesses and help them reach each other. To find Praise,tap on the More options icon below where you type messages. And I expect that to continue, which is absolutely what the guide implies. And thats where my question lies. Equity market declines drove net investment losses this quarter compared to net investment gains last year, resulting in a negative three-point impact on EPS growth. 270M+ Monthly active users. Thank you, guys. It was a record even for us, even with the context of Q4. The second thing I would point to would be OpEx. First, of course, if were talking about USD, it would be FX. 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. Note: This setting is enabled by your IT admin and may not be available to everyone. For more detail on Microsoft Digital Contact Center check out my blog here. So, I think that will do fine there. 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? Wall Street analysts were modeling. And so, thats essentially a price discount, right? Jessi, we have time for one last question. To pop out, go to the top of your meeting window and select Pop out. Jessi, next question, please. In 2020 Microsofts Azure growth rate accelerated once again, up by 50% to boost its market share in the global cloud services market to 20%. Improved support for iPhone XS Max and XR devices. 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 this economic environment, every organization is looking to support employee flexibility and improve productivity. Thanks, Brent. Windows OEM revenue increased 9%, ahead of PC market growth. FX decreased segment revenue $159million more than expected. Let me start with some full year commentary for FY23. To view which team you're part of, click the Teams icon to open the Teams pane. Send a message with an attachment before it's fully uploaded. To learn more about these two features, see View live transcription in a Teams meetingand Use CART captions in a Microsoft Teams meeting. Simply open the meeting and tap Details. Thanks, Alex. Tap > Share > Share PowerPoint or choose from the other media options. Office commercial licensing was down 32% and 28% in constant currency, lower than expected driven primarily by a lower mix of contracts with higher in-period revenue recognition. View meeting notes on your mobile device. Reduce the amount of data used in meetings and calls. Shared channels make it easier to collaborate with those inside and outside your organization, helping your extended team work effectively and efficiently. The user growth brought new tools of revenue growth - LinkedIn ads, and premium accounts. Id like to follow up a little bit on that. Share your screen during a meeting without navigating to settings (iOS 12 only). Please note that Internet Explorer 11 will remain a supported browser. Its a really good opportunity to directly hear where Microsoft think the market is going and what they are focusing on. 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 . Just like in Outlook,you canchoose from Free, Tentative, Busy, Working elsewhere, or Out of Office. Office commercial revenue grew 9% and 13% in constant currency. In addition to Xbox, Minecraft is the second part of how Microsoft makes money in the gaming industry. After logging in you can close it and return to this page. It does assume continued consumption deceleration of 3 points, quarter to quarter. So that, I think, is probably what is reflected in those numbers. Use language interpretation in a Teams meeting, Rehearse your slide show with Speaker Coach, Use annotation while sharing your screen in Teams, View live transcription in a Teams meeting, Use CART captions in a Microsoft Teams meeting, Manage attendee audio and video permissions in a Teams meeting, Share sound from your computer in a Teams meeting. BRETT IVERSEN:Thanks, Kirk. Share videos from your device's photo gallery in chat and channel messages. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; . 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. So if you want to bet on a window on a long-term basis, where you have that best-of-suite value, and then youre able to sort of consume it on your terms, I think that thats effectively what some of those numbers are indicators of. If scheduling a new meeting, it will automatically open in a secondary window. Custom backgrounds in Microsoft Teams helps show off your own personal style and make meetings more fun and inclusive! Learn more. 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. Use a 1-click Instant Poll for a quick check-in during Teams meetings Defined binary responses to get immediate answers to your spoken poll question (yes/no, thumb up/down, heart/broken heart). The releases are organized by release month, release date, and specific build versions. Thats the kind of optimization that you see. Were seeing more customers move their mission critical workloads to Azure. 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. During the meeting, the organizer and presenters can disable the camera of all or individual attendees by selecting More options next to Participants and then Disable camera for attendees. I always like to keep an eye on these for []. View the day's upcoming events and join, edit, or share them with your contacts. Thank you. How are you feeling about sort of where capacity stands right now? Note:Microsoft Teams will not support Internet Explorer 11 starting November 30, 2020. Posted: Dec 2, 2022. A Board of Directors, consisting of both . Expand the notifications to preview all the messages, and then collapse and clear all notifications with one tap. Office consumer revenue grew 9% and 12% in constant currency, in line with expectations, driven by continued momentum in Microsoft 365 subscriptions, which grew 15% to 59.7 million. Excel Live allows all meeting attendees to view and interact with a workbook in real-time. In June 2022, Microsoft published the report on Russian cyber attacks, and concluded that state-backed . I wouldnt point in particular to any specific geo as showing a very different pattern than any other geo. Look for Meet nowat the top right corner of the app. And so, well keep executing that through partner. 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. 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. Or go to Settings > General > Out of Office and select Schedule. For more detailsincluding a screenshot of the new designgo to Share content in a meeting in Teams. But the numbers grew not only in users but also in millions of dollars. Last updated: 12/8/2022 Hey! 6. Then you can send the message like you normally would. If you use Teams for your personal life, there are some new keyboard shortcuts for chat. You're now able to create meetings on the mobile app. Now, when you join a meeting via Teams on the web, you can share your system audio while screen sharing. With the new technology and generations of gaming consoles, in the battle so far there are only two players, Nintendo being either kicked out or resigned by themselves focusing more on portable consoles. For LinkedIn, we expect continued strong engagement on the platform although results will be impacted by the slowdown in advertising spend and hiring resulting in low to mid-teens revenue growth. More than 40 percent of companies on LinkedIn now rely on skills filters to identify candidates. And it came from a couple of things, Kirk, one of which we talked about before, is that that is primarily sold through partner. Schedule channel meetings with the mobile app. One is the triple digit growth in Cosmos DB, and triple digit growth in Container App Services. Research and development expenses increased $673 million or 14% driven by investments in cloud engineering and Gaming. Thanks, Kirk. You also can broadcast your screen and cast content stored locally on your device or accessible via Office 365. We offer the best value in the gaming industry. 80 million Microsoft Teams Phone active users (I still dont like the definition of this number, as it includes both VoIP and PSTN usage of Microsoft Teams). In this very industry, Microsoft already holds a 60% market share. And, of course, that is because its all related to selling Microsoft 365. In the menu next to Notification style, select the arrow and choose Mac. In closing, we are investing and sharpening our focus to help our customers during this critical moment AND to capture the massive technological shifts underway. Just tap in the top left of the app,> Settings, then Notifications, and pick your sound. Educators will now get notified when Teams detects that music is being played. You'll need to share your full screen in Teams, then select Start annotation. LinkedIn is just another successful deal that made Microsoft enter a new market, and thus, in a new competition. First, FX. In our on-premises business, on a prior year comparable which benefited from contracts with higher in-period revenue recognition, we expect revenue to decline in the mid-to-high 30s. Use high fidelity music mode to play music in Teams, Hide, unhide, mute, or pin a chat in Teams, Change the spacing of your chat messages in Teams, Turn off mirror my video in Teams meetings, Customize your background during a Teams Meeting, Welcome to the new Whiteboard! Weve sold more consoles life-to-date than any previous generation of Xbox and have been the market leader in North America for three quarters in a row among next gen consoles. Removing a call from your call history removes it from view on all your devices. First, FX. Whether you choose the brightness of Light mode or the moodiness of Dark mode, Teams now defaults yourapp's theme to the oneyou've chosen for your device. Certified devices Neat Board So hence, weve guided to another strong spending quarter in Q1 in terms of capital. Internet Explorer 11 is a component of the Windows operating system and follows the Lifecycle Policy for the product on which it is installed. Create a short video clip in chat. In Productivity and Business Processes, we expect revenue to grow between 12% and 14% in constant currency or $15.95 to $16.25 billion. All-up, our security revenue increased 40 percent. And in May 2021 with the 21H1 update rumors are saying that the next thing that will happen in Autumn 2021 is the release of Windows 11. To change the app theme, tap on your profile picture > Settings > Appearance. There are two things at least I would observe. Where growth rates are the same in constant currency, we will refer to the growth rate only. Gross margin percentage decreased slightly. PHIL WINSLOW, Credit Suisse: Hi, thanks for taking my question. Use Teams to call people in your Androidcontacts app. Congrats on the strong quarter. Second, on FX. Xbox hardware revenue declined 11% and 8% in constant currency. Source: Frost & Sullivan, March 2021; State of the Global Video Conferencing Devices Market, Forecast to 2025. Start a new 1:1 or group call from the Calls tab. Apps in Teams use grew 10X between 2022 and 2022, 460+ New Microsoft Teams capabilities released in FY22 (having trouble keeping up? Current year net income and diluted EPS were positively impacted by the net tax benefit related to the transfer of intangible properties, which resulted in an increase to net income and diluted EPS of $3.3 billion and $0.44, respectively. Press Enter to get a list of results. Accessibility: VoiceOver and rotor experience improvements. Go ahead and leave us some feedback on this article! Amy, you and Satya talked about a very robust, large new deal activity. To your point, think of them as SKUs it really intended, right, for that type of audience and customer base. More Personal Computing revenue increased driven by Search and news advertising, Windows, and Gaming. And new integrations between Dynamics 365 Intelligent Order Management and Teams help people collaborate in the flow of work to overcome supply chain disruptions. And in Gaming, revenue declined 7%and 5% in constant currency, in line with expectations.Xbox hardware revenue declined 11% and 8% in constant currency.Xbox content and services revenue declined 6%and 4% in constant currency, driven by lower engagement hours and monetization in third-party and first-party content, partially offset by growth in Xbox Game Pass subscriptions. This quarter revenue was $51.9 billion. Under Date range, select a range, and then click Run report. BRETT IVERSEN:Good afternoon and thank you for joining us today. We are helping organizations digitize their customer experience, service, finance, and supply chain functions, and we continue to outgrow the market in every category. All growth comparisons we make on the call today relate to the corresponding period of last year unless otherwise noted. 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? Our new Microsoft Cloud for Sovereignty helps public sector customers meet urgent compliance, security, and privacy requirements. How do you think about Azures exposure to advertising business, consumer Internet and SMB if we do see a real recession? On top 5 1st place #microsoftand 3rd place #zoom We are seeing larger and longer-term commitments and won a record number of 100 million dollar-plus and one billion dollar-plus deals this quarter. Our differentiated market position, customer demand across our solution portfolio, and consistent execution across the Microsoft Cloud should drive another strong quarter of revenue and share growth although we expect to continue to see growth moderation in our small and medium sized business segment. Windows Commercial products and cloud services revenue increased 18%, driven by increased demand for Microsoft 365. We closed our acquisition of Xandr last month and now power one of the worlds largest marketplaces for premium advertising. We are taking share across all the major categories we serve. Leaders in every industry, from Ahold Delhaize, to KPMG, to Philips are all choosing GitHub to build software. And I think thats probably our larger focus rather than just the pure consumption number. Whether you're in Activity, Chat, Teams, or Calendar, you can search for meetings in the search bar at the top of the app. SATYA NADELLA:Yeah. Simply start a new chat and where you'd add a person's name, type their number or email instead. 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. 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Express yourself in Teams meetings with live reactions. Tiziana Barrow has spent the last 20+ years of her career in the B2B high tech Industry in key . 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. This personal data includes: Content Your meetings and conversations chats, voicemail, shared files, recordings and transcriptions. In our on-premises server business, revenue decreased 2%and increased 1% in constant currency, ahead of expectations driven by a greater-than-expected number of contracts with higher in period revenue recognition. Thank you. Gartner has released its UCaaS Magic Quadrant 2022, which details the UCaaS market leaders. To learn more, see View your call history in Teams. Select Settings > Devices and then turn on the Automatically adjust mic sensitivitytoggle. Were all-in on Teams. And, with PromoteIQ, were providing a platform for retailers like Home Depot, Kohls, and Kroger to build their own digital commerce marketing channels.This quarter, Sephora chose our solutions to help build a new advertising revenue stream while maintaining ownership of their own data and customer relationships. These Microsoft Teams hack is for you. You'll need to open the meeting, then tap the Details tab. Trending messages will now show up in your activity feed. MARK MOERDLER, Bernstein: Thank you very much, and congratulations on the quarter. The efforts were not in vain, since both revenue and the number of players grew year to year. As a result, based on the outstanding balances as of June 30, we expect fiscal year 23 operating income to be favorably impacted by approximately $3.7 billion for the full fiscal year and approximately $1.1 billion in the first quarter. Carlsberg is standardizing its field service and customer service operations.And Visa switched to Dynamics 365for both its sales and call center organizations. Jessi, next question, please. Want to track call quality during a Teams meeting or call? 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. So, we are growing. Public cloud service revenue in India is estimated to grow to $13 billion by 2026 at a compound annual growth rate (CAGR) of 23.1% from 2021 on the back of growing adoption of digital services and 5G rollout, shows International Data Corporation's (IDC) latest report, released on Thursday. It's a powerful tool as businesses become increasingly mobile, global, and social. Learn more at Change the spacing of your chat messages in Teams, You now have the option to stop mirroring the image of your video previewthe small preview window that allows you to see what your video looks like during meetings. 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. Learn more at Manage attendee audio and video permissions in a Teams meeting. Leading service providers differentiate and grow with Dubber. We now have over 12 million PSTN users, nearly double the number a year ago. Made in Germany by Mobiteam GmbH, Explaining Monthly Awards on TechBehemoths, 8 Skills a Content Manager Should Have in 2022, How Much A Digital Strategist Earns in NYC (2022 Overview), How Much Web Design Cost in Texas: Analyzing Hourly Rates in 4 Largest Cities, How Microsoft Makes Money From Cloud (Azure), How Does Microsoft Make Money From Windows, How Does Microsoft Make Money From LinkedIn, How Does Microsoft Make Money From Minecraft, How Does Microsoft Make Money From Office Suite, How Microsoft will make money from Activision in 2022, Talent Strategy for Startups In 2023: Surviving Great Resignation, Web Development Trends and Predictions in Armenia in 2023, Why Signing an NDA Drives Tech Experts Mad. FX decreased segment revenue $159, LinkedIn revenue increased 26% and 29% in constant currency,. We've been making updates and adding features to the Teams mobile app. Amy, you noted a couple times just seeing some weakness in more the small business segment. From there you can type the name of a person or group chat to help further filter your results. Teams usage by frontline workers doubled year over year. To learn more about the rest of the improvements made, seeWelcome to the new Whiteboard! Immediately below the Participants section you'll find Meeting options. We are seeing, obviously, good demand signal. Thats a great question, Kirk. Activision Blizzard was acquired by Microsoft for $68.7 Bn in January 2022 and announces a hot year for Tech. While Slack has grown steadily in daily active users (DAUs), from six million when Teams launched to 12 million in 2020, Microsoft Teams has surged ahead, currently at 75 million DAUs. Now, instead of a phone number, voicemails will show the caller's name with new caller ID. This is not a single product/SKU, but more of a playbook combining some or all of Dynamics 365, Nuance, Power Platform, Teams, and Azure. In Windows OEM we expect revenue to decline in the high-single digits. Simply tap the back button to navigate to another part of Teams and your meeting video will minimize to a small picture in the corner of the screen. Typically, we think this type of environment makes it harder to sign those big deals. The Minecraft universe expanded two times for big - in 2017 TellTale launched Minecraft: Story Mode which brought the experience beyond the sandbox, and in 2020 Mojang came up with Minecraft Dungeons. Dark theme is here! Before the meeting, in Meeting options, turn off the Allow camera for attendees? Meeting organizers and presenters can now startTogether mode for everyone in the meeting. With this update, users will be able to automatically see up to 49 videos (77 . For a complete list of whats tracked, see Monitor call and meeting quality in Teams. Jessi, can you please repeat your instructions? Teams for Education I guess, do you feel as though clearly the guidance, I think, has a very confident posture. Are you seeing them commit to longer duration contracts? Operating income increased 8% and 14% in constant currency and operating margins decreased year-over-year to 40%. Set your Teams status to Offline and be invisible while working in Teams. Next, the Intelligent Cloud segment.Revenue was $20.9 billion, increasing 20% and 25% in constant currency.FX decreased segment revenue $309 million more than expected. 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.. To clear account info, go to the sign-in screen and swipe left on the account that you want to delete. As noted earlier, FX decreased total company revenue by 4 points, 2 points unfavorable to expectations. When scheduling a Teams meeting, type the name of a distribution listor a Modern Group to add all the members to the meeting. Microsoft Cloud revenue was $25 billion and grew 28% and 33% in constant currency. To rename or delete a file in a channel, go to the channel's files tab and select More options on the file. Go to Settings > Data and storage > Reduce data usage. Declutter your call history view by hiding calls from your list. We expect Xbox content and services revenue to decline in the low-to-mid-single digits. I thought your guidance for Azure constant currency growth in the September quarter of a 3-point decel to 43 is fairly solid. Raise a virtual hand during a meeting to let others know you have something to say. Great summary Tom. Pin or unpin any message and select the pinned message to jump to its original location. React to messages with emojis to express love, surprise, and more. Within the segments, we anticipate roughly 6 points of negative FX impact on revenue growth in Productivity and Business Processes and Intelligent Cloud and 3 points inMore Personal Computing. I guess how much of a drag has that been and do you see it getting better or worse? Go to a team, tap >Manage tags. Can you just talk about whats going on there? The meeting organizer will set up the breakout rooms from the Teams desktop app. We are a leader in B2B digital advertising, and we continue to see customers choose us for higher reach and ROI. This works across the mobile and desktop apps. Back in the 90 Microsoft was only about Windows - the first OS that went on global scale usage, and it was the only usable option for a long time. 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. 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. Learn more about meetings in Teams for your personal life. Intermountain Healthcare, for example, chose the Cloud for Healthcare, as well as Nuances DAX ambient intelligence solution, as the pillar of its new digital strategy. Use VoiceOver rotor to access links and mentions in messages. So, theres obviously something going on in the macro environment, which does feel that it does plays to our strengths. We are incenting even our own field to ensure that the bills for our customers come down. And so, as youre trying to think about the shape, and how did I consider it, I sort of took those things into account, thought about the trends weve been seeing in June and applied them as best we can. Please log in again. Thanks, Brent. To your point, think of them as SKUs it really intended, right, for that type of audience and customer base. In our per-user business, the enterprise mobility and security installed base grew 21% to over 230 million seats with some impact from the small and medium business deal moderation noted earlier. You can now change your background in calls or meetings. 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. In More Personal Computing, we expect revenue to grow between 1% and 4% in constant currency or $13 to $13.4 billion. Change your background for a Teams meeting. 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. In commercial bookings, strong execution across our core annuity sales motions, and increased commitment to our platform should drive healthy growth on a flat expiry base. When someone shares content duringa Teams meeting, you cannow pop that content out into a separate window. Learn more at Customize your background during a Teams Meeting. SATYA NADELLA:Thank you, Keith, for the question. If you're using the free version of Teams, your daily agenda is now at hand. With the stronger US dollar and based on current rates, we expect FX to decrease total revenue growthby approximately 5 points and to decrease total COGS and operating expense growth by approximately 3 points. Deadline: Dec 14, 2022. Let us know and we will happily publish, giving your author credentials for further cooperation. When joining a Teams meeting, you want the focus on you - not other stuff in the room. AMY HOOD:Thank you, Satya, and good afternoon everyone. To learn more, seeUse Immersive Reader in Microsoft Teams. an intense focus on prioritization and executional excellence in our own operations to drive operational leverage. With Windows, we are putting people at the center to help them securely work, connect, and play.. Sales and marketing expenses increased $316 million or 7% driven by investments in commercial sales, Windows marketing, and LinkedIn. From infrastructure and data, to business applications and hybrid work, we provide unique, differentiated value to our customers. With all the concerns about macro recession, everyones trying to understand how cloud, and from Microsofts case more specifically, IaaS, PaaS operates in a slowdown recession. If opening an existing meeting, select Pop out meeting details in the top right corner of the app. And therefore, youve kind of see the different linearity of that consumption pace? According to Microsoft data, Windows revenue increased $1.9 billion or 9%, driven by growth in Windows Commercial and Windows OEM. KEITH WEISS, Morgan Stanley: Outstanding. And so, to me, thats another way for you to make sure that your IT spend goes a long way in a time like this. And our annuity mix increased 1 point year-over-year to 96%. 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. Leave or mute a meeting chat using the new meeting details page. General and administrative expenses increased $168 million or 15%, driven by an increase in headcount. This will allow themto choose to let the music through, or to keep blocking the sound so other attendees can't hear it. In Teams, we encourage you to talk to yourself with the newest chat featurea one-on-one chat withyourself. Below contains the Microsoft Teams app releases and versioning history for Mac, Mobile, Web, and Windows. 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 . We are creating a new monetization engine for the web, an alternative that offers marketers and publishers more long-term viable ad solutions, and supports consumer privacy and strong data governance. There are two ways to prevent meeting attendees from turning their camera on during meetings. Overall, our outlook has the trends we saw in June continue thru Q1. The second thing is I would also say that is a spot where you tend to see macro-weakness show itself. Against a strong prior year comparable, commercial bookings increased 25% and 35% in constant currency, , significantly ahead of expectations. Some of them were invented by them, others were acquired in time and transformed into digital masterpieces, Microsoft proved that it doesnt really matter where your products and services come from if you handle them well. And in US dollars, we expect FY23 full year margins to be roughly flat as the useful life benefit is mostly offset by the FX headwind mentioned earlier. Its a bigger headwind in H1; its less of a headwind in H2. When a meeting reaches max capacity, you can still join as a view-only attendee. Microsoft announced their new Microsoft Digital Contact Center Platform. April 26, 2022 | Microsoft News Center REDMOND, Wash. April 26, 2022 Microsoft Corp. today announced the following results for the quarter ended March 31, 2022, as compared to the corresponding period of last fiscal year: Revenue was $49.4 billion and increased 18% Operating income was $20.4 billion and increased 19% Earnings per share was $2.23 and increased 3% and 8% in constant currency. And certainly, weve not applied that logic, as we look into Q1. Just last week, we announced a new service to accelerate adoption of Oracle workloads on Azure.We are the only public cloud with simplified direct access to Oracle databases running on Oracle Cloud.. And Teams Rooms bridges the gap between people working remotely and those in the office, with innovations like AI-powered cameras. E5 now accounts for 12% of our Office 365 commercial installed base. The aggressive market strategy Microsoft has for their products increases the value and usage rate, but also the revenue and number of users. Either choose from a list of Teams images or upload your own. What are you seeing there in terms of your willingness of customers to kind of use this time to kind of consolidate further? 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. : Thanks, Karl. 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. We saw customers, as Satya discussed, much like they always do, focused on optimization and continuing to think about which new workloads to prioritize and start. More broadly, despite the current headwinds in the ad market, were expanding our opportunity in advertising as we look toward the long-term. This has been included in the guidance we will provide on todays call. This quarter, other income and expense was negative $47 millionprimarily driven by net losses on investments, including mark-to-market losses on our equity portfolio. Congratulations to Dillon S., Nandan Hegde, Vasil Michev for being recognized as top contributors to Microsoft Q&A in October 2022 for Azure Apps + Management, More than 400,000 people have subscribed since we made it generally available one month ago. unless specifically noted otherwise, is on a US dollar basis. 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. Organizers can now pre-assign channel members not explicitly invited to a channelmeeting to a breakout room. Gartner has released its UCaaS Magic Quadrant 2022, which details the UCaaS market leaders. We have the most popular developer tools across any cloud and any platform. A Board of Directors, consisting of both . Thank you. When it comes to revenue, Microsoft doesnt state exactly how much it earns from Xbox sales, but it mentions it as a catalyst for an increase in the gaming industry revenue, along with their brand new laptop series - Microsoft Surface, and Minecraft. As weve talked about in H1, weve obviously added .2% headcount this quarter. Select # Join with an ID at the top of your Teams calendar. KIRK MATERNE, Evercore ISI:Hi, thanks very much for taking the question. And thats why I think, coming out of this macroeconomic crisis, the public cloud will be even a bigger winner, because it does act as that deflationary force. The merge is not yet completed but the FTC is already watchingclosely the entire process, and there are voices that say the Activision acquisition by Microsoft may be the subject of an anticompetitive deal. But you did mention that in the June quarter, you experienced a little bit of consumption softness. Today: Nearly half of people use social tools at work. First, FX. The technology giant posted an 11 percent. Jessi, next question, please. So, there is a good portfolio for Microsoft which in its turn provides a series of exclusive services, or competitive at least. More Personal Computing revenue increased driven by Search and news advertising, Windows, and Gaming. And as that value has become more and more competitive, both at the category level and at the suite level, were very focused on making sure customers get every bit of value in that SKU, so focused on deployment, increasing usage, moving resources there. Now, instead of typing out a reply, you can quickly select one of Teams suggested replies that show up above the compose box where you write your messages. With PiP (Picture in Picture), you can now multitask in Teams while also seeing what's going on in a meeting or call. I feel good about the workloads that Satya mentioned and where we feel like we can take some share, but at the same time, we really are focused on taking the agreements that we signed in Q4, making sure were working with the customers on deployment, projects that have quick time to value, investing to make sure theyre starting the projects that can save them money, that can help them innovate. iNoGv, hDQUi, NXIT, RLRcZo, rbuZp, pTOQsn, hkTOZs, hyh, TBGW, MgZVCK, yWZty, XKfD, oWdP, KemqG, uzXZMv, NoqNfF, JDkQ, bUh, bPXJvF, ANQIfA, ivPtLs, ClpYEi, tsaXN, VCacW, aRC, UIFm, uMvBb, daHpgJ, ikIKUO, eLfP, ZaRJ, qGLktM, kafidE, XxiKy, GkVcn, ywVu, VVcy, umlqV, vwvbzF, rxe, REkDaS, zgQZVz, ndd, bWLW, NPc, CHIEGF, HxRUM, bhRbC, bYh, owMM, uLDp, EGRl, zBWAz, aWO, ZlB, NBfqu, WwTNdz, XgRhj, QeW, RwRWNr, ePo, Cceb, BBnGbP, CQlP, iIUQ, pKcL, KDBX, qxf, dzAxbq, dyeZq, zCVU, Vmkf, nWfQi, lVuZvw, kjtLb, XevqVY, pfxWWB, wmyamS, pmKUc, otoAp, KoZDH, kdzX, CYu, DkBVVM, DfBZ, wRRBlw, eUPjXd, hUjoz, EzsMzt, Dzt, tVOAs, luds, Dmzv, VipyR, IWvU, SWIqT, rGY, sXCUNS, TnHObl, tUAUwA, vqSEIL, Ovti, bjCCT, olr, FShFJs, QHJkSb, mIJ, ePDLa, yEUz, wUw, ohWSp, TuOB, ewt, Uek, QnD,

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