Microsoft Results
Main figures against the Bloomberg consensus:
- Sales 49,360 dollars (+18%) vs. 49,044 million dollars expected
- EBIT 20,364 million dollars (+19%) vs. 20,038 million dollars expected
- BNA 16,728 million dollars (+8%) vs. 16,503 million dollars expected
Analysis of Microsoft results
Very positive figures based on the strong evolution of the cloud business +46% (Azure) and other segments such as MS Office (+17%) or Linked-In (+34%). The value rose in the afterhours market especially after the management team gave strong guidance for the coming quarter (revenue range: $52.4bn – $53.2bn vs. $52.736m expected by consensus) and broadcast on the results conference an optimistic message for the future. As for the Activision operation, the company confirmed that it expects to be able to close it this quarter. Therefore positive figures that should be welcomed by the price in today’s session.