Ryuu96 5 days ago
FY25 Q1
- Gaming Revenue = Up 43% (Beat Expectation of Mid 30s).
- Content and Services Revenue = Up 61% (Beat Expectation of Low-Mid 50s).
- Hardware = Down 29%.
- Activision Blizzard = $1.69bn Revenue.
Satya:
- We are focused on business positioned for long term growth by higher margin C&S.
- See transformation by diversifying how to access content.
- New records of MAU in the quarter as more players than ever across devices and Xbox platform.
- Game Pass for Q1 record for total revenue and average revenue per subscriber.
- Call of Duty Black Ops 6 biggest COD release ever.
- Record for day one players and Game Pass subscriber additions on launch day.
- Unit sales on PlayStation and Steam sales also up 60% YoY.
- This speaks to our strategy of meeting gamers where they are by enabling them to access games on the screen they spend their time on.
Personal Computing
- Above expectations, driven by Gaming and Search.
- Gaming driven by stronger 1st party, 3rd party and Console performance.
- 61% C&S Revenue (Impacted by 53% Activision).
- Strong execution in margin improvement in Gaming
