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Forums - Microsoft Discussion - Microsoft Q1 2020 Financial Results - Revenue up to $35B, 10M+ Gamepass Subscribers!

Highlights:

· Revenue was $35.0 billion and increased 15%

· Operating income was $13.0 billion and increased 25%

· Net income was $10.8 billion and increased 22%

· Diluted earnings per share was $1.40 and increased 23%

· Revenue in More Personal Computing was $11.0 billion and increased 3% (up 4% in constant currency).

· Revenue in Intelligent Cloud was $12.3 billion and increased 27% (up 29% in constant currency).

· Revenue in Productivity and Business Processes was $11.7 billion and increased 15% (up 16% in constant currency)

Tweets:

Summary Table:

Financial Report Slides:

https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/SlidesFY20Q3.pptx?version=aa644c1e-7405-3b5d-e6bc-b70ebc728189

Financial Report Press Release:

https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q3/press-release-webcast

More Info:

https://www.businessinsider.com/microsoft-reports-q3-fy20-earnings-2020-4

Last edited by Moren - on 29 April 2020

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10 million is really good. Didnt psnow have like 1 million users a couple months ago?.



Last edited by HollyGamer - on 29 April 2020

I have been pretty impressed with Gamepass. Not only do you get 100s of games for like $10 a month but there's generally a lot of ways to get it for $1 and sometimes free. The value is craycray.



                  

PC Specs: CPU: 7800X3D || GPU: Strix 4090 || RAM: 32GB DDR5 6000 || Main SSD: WD 2TB SN850

Good numbers, would like more linearity of the info. on XBL we have MAU, on Gamepass we get 10M subs but don't know if it is at this moment or counting every single sub ever made (sure not duplicating when someone didn't renew and then subbed again). Also the revenue for XBox was a little odd, it gave reached a certain number (I suspected in the period and not since launch), but again it mix a lot of ways to report.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

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Microsoft's dominance in businesses can't be understated - "Nearly 40 million consumer subscribers of Office 365 is significant, but it still pales in comparison to the enterprise side. In Q3 2020, Microsoft passed 258 million monthly active Office 365 business users (up from 200 million) and 75 million daily active users of Teams."

Teams (and Skype for business) are almost universally used in large white-collar companies.

https://venturebeat.com/2020/04/29/microsoft-earnings-q3-2020/



This is what I like to see. Continued positivity going into next gen. Hardware is down which surprises nobody but revenue being up is great.

- Xcloud having hundreds of thousands and still in preview means it can easily overtake Stadias 1 million+ with ease when it launches. Keep doing the stress tests I’m sure it’ll run well when it’s ready.

- Finally nice to see Game Pass sub numbers. 10 million is really good (20% attach rate is crazy). And it will only go up this launch. Pretty confident this is active subscribers. 

- 90 million active Xbox Live accounts, meaning used in the last 6 months last I checked. This is what I’m talking about. Look beyond the console sales and look at the brand. Much bigger then expected and again, will only get better when they have better console performance then now.



Xbox: Best hardware, Game Pass best value, best BC, more 1st party genres and multiplayer titles. 

 

sales2099 said:
This is what I like to see. Continued positivity going into next gen. Hardware is down which surprises nobody but revenue being up is great.

- Xcloud having hundreds of thousands and still in preview means it can easily overtake Stadias 1 million+ with ease when it launches. Keep doing the stress tests I’m sure it’ll run well when it’s ready.

- Finally nice to see Game Pass sub numbers. 10 million is really good (20% attach rate is crazy). And it will only go up this launch. Pretty confident this is active subscribers, just like they claim for Xbox Live.

- 90 million active Xbox Live accounts, meaning used in the last 6 months last I checked. This is what I’m talking about. Look beyond the console sales and look at the brand. Much bigger then expected and again, will only get better when they have better console performance then now.

Don't forget you can GP on PC right?



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

DonFerrari said:
sales2099 said:
This is what I like to see. Continued positivity going into next gen. Hardware is down which surprises nobody but revenue being up is great.

- Xcloud having hundreds of thousands and still in preview means it can easily overtake Stadias 1 million+ with ease when it launches. Keep doing the stress tests I’m sure it’ll run well when it’s ready.

- Finally nice to see Game Pass sub numbers. 10 million is really good (20% attach rate is crazy). And it will only go up this launch. Pretty confident this is active subscribers, just like they claim for Xbox Live.

- 90 million active Xbox Live accounts, meaning used in the last 6 months last I checked. This is what I’m talking about. Look beyond the console sales and look at the brand. Much bigger then expected and again, will only get better when they have better console performance then now.

Don't forget you can GP on PC right?

That’s right. Halo gonna shift a ton of those. Universally gamers hate the Windows Store yet PC GP is a nice little loophole. It makes Windows Store tolerable with the value lol. 

Edit: oh I just realized what you meant. It’s not 20 due to PC subs. Still more then I thought. 



Xbox: Best hardware, Game Pass best value, best BC, more 1st party genres and multiplayer titles. 

 

sales2099 said:
DonFerrari said:

Don't forget you can GP on PC right?

That’s right. Halo gonna shift a ton of those. Universally gamers hate the Windows Store yet PC GP is a nice little loophole. It makes Windows Store tolerable with the value lol. 

Edit: oh I just realized what you meant. It’s not 20 due to PC subs. Still more then I thought. 

We can't calculate the attach ratio because we have the total GP but not how many is on Xbox, but yes it is a very good start.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."