Some Stats For The Above Statements - NPD.
- October - 16% Growth in Non-Mobile Subscription Spend
- November - 8% Growth in Non-Mobile Subscription Spend
- December - 11% Growth in Non-Mobile Subscription Spend
- January - 13% Growth in Non-Mobile Subscription Spend
- February - 9% YoY Growth in Non-Mobile Subscription Spend
- March - 11% YoY Growth in Non-Mobile Subscription Spend
- April - 18% YoY Growth in Non-Mobile Subscription Spend
- April - 29% YoY Growth in Non-Mobile Subscription Spend
Subscription Spending was stagnate before October.
NPD Software Domination in May
Most Recent Quarter
- Xbox Cloud Gaming hit record numbers in usage.
- PC Game Pass revenue grew 45% year-over-year.
If you're wondering about how Xbox did this past quarter, it beat Microsoft's expectations
— John Welfare (@johnbp.bsky.social) 30 April 2025 at 22:11
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Likely to have a record breaking Q4 (even if they didn't have ABK).
Gross margin increased $898 million or 13% driven by growth in Gaming, Search and news advertising, and Windows and Devices. Gross margin percentage increased driven by sales mix shift to higher margin businesses and improvement in Gaming and Search and news advertising.
FY25 Q2 - More Personal Computing Performance - Investor Relations - Microsoft
Gross margin increased $623 million or 9% driven by growth in Search and news advertising and Gaming. Gross margin percentage increased driven by improvement in Search and news advertising and Gaming.
FY25 Q3 - More Personal Computing Performance - Investor Relations - Microsoft
