Microsoft Cloud revenue was $25 billion and grew 28% and 33% in constant currency. It seems that it's a double win for Bobby, as he was previously accused to know about harassment inside Activision, he now gets away with clean hands and full pockets. The next time you start a new chat it will automatically open in a new window. However, the number of apps that Teams can be integrated with is lower than in the case of Slack which spent years on all kinds of optimizations for third-party applications. Overall, our outlook has the trends we saw in June continue thru Q1. First, FX. On the Microsoft Investor Relations website, you can find our earnings press release and financial summary slide deck, which is intended to supplement our prepared remarks during todays call and provides the reconciliation of differences between GAAP and non-GAAP financial measures. Notification settings got a makeover and with the new look come a few more ways to control when and for what you get notified. To view, go to Calls on the left side of the app, then select a call under History. Jessi, we have time for one last question. Let us know and we will happily publish, giving your author credentials for further cooperation. Learn more. Microsoft Teams key statistics Microsoft Teams reached 270 million users in 2022, up from 145 million it reported in 2021 From March to June 2020, Microsoft Teams noticed 894% growth, more than Zoom ( Aternity) Over one million organisations use Microsoft Teams as their default messaging platform Microsoft Teams overview Microsoft Teams users Now, for the anxious ones, here is a quick preview, to understand the large picture of Microsoft revenues: The cloud business from Microsoft has a story behind starting in October 2008. Now, when organizers spotlight a person's video via the desktopapp, mobile attendees will now be able to view the video from their devices. People don't need a Teams account to attend. RAIMO LENSCHOW, Barclays: Makes sense. Office commercial revenue grew 9% and 13% in constant currency. I thought your guidance for Azure constant currency growth in the September quarter of a 3-point decel to 43 is fairly solid. More than 60 percent of the Fortune 500 have chosen Teams Rooms to connect employees across the hybrid workplace. So, were very competitive on both of those and thats what youre seeing in that seat growth. Want to share a PowerPoint slide deck, a window, Microsoft Whiteboard, or a specific screen on your device? Select Apps on the left side of the app and search for bots by name or go to a chat or channel and select the at the top of the page to add a bot to the conversation. In Windows OEM we expect revenue to decline in the high-single digits. This means that in the given timeframe, Microsoft teams grew by 320% when it comes to users. Once someone starts presenting you'll get a notification. With Azure Arc, were meeting customers where they are, enabling companies like GM, Greggs, UBS, and Uniper to run apps across on-prem, edge, or multi-cloud environments. So, I would not point to it as being different that we have certainly seen to this point. I guess I wanted to double-down on the consumption commentary with respect to Azure specifically. (Bigstock Photo) Microsoft's Teams communications and collaboration platform topped 270 million monthly active users in the. We didnt hear any new numbers we havent heard before (maybe at Inspire in November), but there were some impressive numbers recapped: Nicole Herskowitz VP, Microsoft Teams gave a great session Unlock business growth with Microsoft Teams, where she really clearly laid out the areas Microsoft are focusing on and even how their field sellers team are being recognised in these areas. The Teams app will automatically adjust its view based on the screen size and how youre holding it. Now if you dial into a meeting from your mobile phone, you get to view what content (like PowerPoint) is being shared. 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. Segment gross margin dollarswere relatively unchanged and increased 4% in constant currencyand gross margin percentage decreasedroughly 1 point year-over-year driven by increased usage of Windows Commercial cloud services. Send messages, files, notes, and media to yourself to help you stay organized. Watch the Microsoft Teams YouTube video to learn how to find someone's local time. The efforts were not in vain, since both revenue and the number of players grew year to year. Apps in Teams use grew 10X between 2022 and 2022, 460+ New Microsoft Teams capabilities released in FY22 (having trouble keeping up? Microsoft started 2022 withthe largest acquisitions in the gaming industry in history. Operating income increased $4.4 billion or 27% driven by growth across each of our segments. Sony needed competition and Xbox is the best possible alternative to it at the moment. Do you have an interesting topic you want to share with thousand readers? Teams is taking share across every category, from collaboration, to chat, to meetings, to calling and seeing higher usage intensity as companies turn to the platform to accelerate their digital transformation and orchestrate all their business processes in the flow of work. In Productivity and Business Processes, we expect revenue to grow between 12% and 14% in constant currency or $15.95 to $16.25 billion. Our record commitment quarter was driven by increases in thenumber of100-million-dollar-plus Azure and 10-million-dollar-plus Microsoft 365 contracts, as well as consistent strong execution across our core annuity sales motions. Select Settings > Devices and then turn on the Automatically adjust mic sensitivitytoggle. And more than 100,000 companies, including Johnson & Johnson, Lumen Technologies, and Progressive Insurance, have deployed custom line of business apps in Teams.. All-up, the number of third-party and LOB apps with active usage increased by 40 percent year-over-year. The Authority is charged with the responsibility of collecting revenue on behalf of the Government of Kenya. Along those lines on the customers kind of having slightly different spending priorities as they kind of try to maneuver this environment, can you talk a little bit more about what youre seeing in Office, because obviously, Office E5, youre offering a much more comprehensive solution that is kind of getting very, very competitive on several aspects? Use the mobile app to schedule channel meetings. 80 million Microsoft Teams Phone active users (I still don't like the definition of this number, as it includes both VoIP and PSTN usage of Microsoft Teams). And so, thats essentially a price discount, right? In 2019 the growth curve flattened and brought almost $7 billion, and in 2020 the revenue was $8 billion. an intense focus on prioritization and executional excellence in our own operations to drive operational leverage. 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. Were in the middle of that transition we talked about last quarter, and were still working on it. And Teams Rooms bridges the gap between people working remotely and those in the office, with innovations like AI-powered cameras. Get AI-powered, real-time translation from 40 spoken languages. lower than expected driven by declines in Microsoft Consulting Services. But Microsofts cloud computing service is not only about Azure, but also includes services like Windows Servers, GitHub, OneDrive, and other services as well. To learn more about these two features, see View live transcription in a Teams meetingand Use CART captions in a Microsoft Teams meeting. If you've joined a Teams meeting onmultiple personal devices, you can now leave the meeting from all the devices you've connected to the meeting by selecting the down arrow next to Leave, then selectLeave on all my devices. At the top of your chat list on your phone or iPad, you'll find all of your pinned chats from desktop. If you're using the free version of Teams, your daily agenda is now at hand. So that, I think, is probably what is reflected in those numbers. First, FX. In the left navigation of the Microsoft Teams admin center, click Analytics & reports > Usage reports. Source: Frost & Sullivan, March 2021; State of the Global Video Conferencing Devices Market, Forecast to 2025. Natural language support in search lets you look for messages, files, and more with phrases like "message from Daniela about marketing". AMY HOOD:Thanks, Brent. Thatd be great, thank you. Microsoft officials said today, January 25, that the company has surpassed 270 million monthly active Teams users as of its second quarter in fiscal 2022. The technology giant posted an 11 percent. There are two things at least I would observe. Can't remember your password? . From a channel, you'll start a meeting that any channel member can join. Praise is a new way to encourage each other at work. (Source: Companies Market Cap) While there's no such thing as Microsoft Teams stock, the platform undeniably contributes to the overall price of Microsoft's shares. Earnings per share was $2.23 and increased 3% and 8% in constant currency. SATYA NADELLA:Yeah. Create tags and assign people to them so you can @mention a group, role, department, etc. Id like to follow up a little bit on that. Were also building a completely new suite with Microsoft Viva, as we create a new employee experience category. Finally, as a reminder on Q1 cash flow, we will be making $3.2 billion of tax payments related to the TCJA transition tax and the transfer of intangible property completed in Q1 FY22. Thanks to picture-in-picture (PiP) it's now possible to move around the Teams app while watching live events from your phone or tablet. In Teams, we encourage you to talk to yourself with the newest chat featurea one-on-one chat withyourself. What are you seeing there in terms of your willingness of customers to kind of use this time to kind of consolidate further? To open, select More actions > Call health. More Personal Computing revenue increased driven by Search and news advertising, Windows, and Gaming. According to Microsoft data, Windows revenue increased $1.9 billion or 9%, driven by growth in Windows Commercial and Windows OEM. Slack comparison. Pin or unpin any message and select the pinned message to jump to its original location. Office, Azure, and Xbox are the ones to mention when it comes to aggressive market positioning. And our annuity mix increased 1 point year-over-year to 96%. So, were very competitive on both of those and thats what youre seeing in that seat growth. Apps in Teams use grew 10X between 2022 and 2022. 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. Gross margin percentage decreased slightly. Improved support for iPhone XS Max and XR devices. 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. No worries. Long-press the Teams app for a shortcut to make a Teams call. Go to a team, tap >Manage tags. Now, to the outlook for the first quarter, which. Wall Street analysts were modeling. Scroll left and right to view all of them, or tap and hold a chat to unpin or changethe order of your pinned chats. Commercial remaining performance obligation increased 34% and 37% in constant currency to $189 billion. Our record commitment quarter was driven by increases in the. This will remove the account and related data from your mobile device, but it won't delete the account from your license. In the menu next to Notification style, select the arrow and choose Mac. This will allow themto choose to let the music through, or to keep blocking the sound so other attendees can't hear it. And so, thats essentially a price discount, right? From the participants list or from the videos on screen, long press on the name or video of a person and tap Spotlight (or Add spotlight if someone has already been added). We are taking share across all the major categories we serve. Speaker Coach provides private, personalized feedback on your speaking and presentation skills in both real-time as well as post-meeting in a summary. It's stylish, easy on the eyes, and it might even improve your device's battery life. Yeah, maybe Ill start, and Amy, feel free to add. I always like to keep an eye on these for []. 11. 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. Hover on a person's profile picture and under Contact, you'll see the local time for that person. Thanks, Kirk. Learn more about meetings in Teams for your personal life. Teams will finally let you schedule from the calendar and simultaneously use the rest of the features. Just tap in the top left of the app,> Settings, then Notifications, and pick your sound. Oct 29, 2022 Microsoft Ignite Below are all of the relevant MSP related Microsoft announcements from October Microsoft Teams 1. Scroll down to Open new chat in and select New window. SATYA NADELLA:Thank you, Keith, for the question. Its a bigger headwind in H1; its less of a headwind in H2. operating income grew 11% and 18% in constant currency. With all this, Microsoft has only 16% of its income from Windows, which relates to a replanned technology focus on other industries, but at the same time keeping the OS alive, with new updates and news. 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. The mobile app now lets you copy a channel's email address to forward emails directly to channels. Enterprise Services revenue grew 5% and 8% in constant currency,lower than expected driven by declines in Microsoft Consulting Services. For more details, see Manage attendee audio and video permissions in Teams meetings. Teams is designed and developed in compliance with the Microsoft Trustworthy Computing Security Development Lifecycle (SDL), which is described at Microsoft Security Development Lifecycle (SDL). Microsoft annual revenue for 2022 was $198.27B, a 17.96% increase from 2021. Organizers can now pre-assign channel members not explicitly invited to a channelmeeting to a breakout room. Azure Virtual Desktop monthly active usage increased nearly 60 percent year-over-year. And therefore, youve kind of see the different linearity of that consumption pace? 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. Meeting chat messages willsurface on the mobile screen where you can preview the most recent two messages. We do not undertake any duty to update any forward-looking statement. You can now filter out chats that are from meetings or bots to help you find the exact conversation you're looking for. , including mark-to-market losses on our equity portfolio. Revenue growth will be driven by continued momentum in our commercial business and a focus on share gains across our portfolio. Is that an opportunity for you all to go in and try to sell or more bundles and your suite? All meetings (even appointments) are now automatically online meetings so you can quickly share a link with someone. And we are seeing higher monthly usage of Windows 11 applications, with increased time spent across creative work, collaboration, gaming, media, and writing code, as people rely on the PC for its unique productivity capabilities, rich interactive experiences, and to stay connected. But you did mention that in the June quarter, you experienced a little bit of consumption softness. Research and development expenses increased $673 million or 14% driven by investments in cloud engineering and Gaming. And thats where my question lies. KIRK MATERNE, Evercore ISI:Hi, thanks very much for taking the question. Segment gross margin dollars increased 12% and 17% in constant currencyand gross margin percentagedecreased slightly year-over-year.Excluding the impact of the change in accounting estimate, gross margin percentage increased roughly 1 pointdriven by improvement across all cloud services.Operating expense increased 12%and 14% in constant currency, andoperating income increased 12%and 19% in constant currency. To change the view for everyone, select View , Together mode > Changescene. 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. We will post our prepared remarks to our website immediately following the call until the complete transcript is available. An Omida research shows that Cloud Gaming is expected to grow from $3.7Bn in 2021 up to $12 Bn by 2026. I wouldnt point in particular to any specific geo as showing a very different pattern than any other geo. Microsoft Teams Revenue and Usage Statistics (2022) Zoom Revenue and Usage Statistics (2022) Slack Revenue and Usage Statistics (2022) Business of Apps Get the latest app industry news, analysis and insights. So it was - under Microsoft management, Mojang continued to develop the Minecraft universe. Subscribe to Job Alert . 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. 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. When an organizer turns on Record automatically in the meeting options, Teams will automaticallyturn on transcription when the meeting starts. Use VoiceOver rotor to access links and mentions in messages. Excluding the impact from the change in accounting estimate for useful lives, Microsoft Cloud gross margin percentage increased roughly 1 point, Operating expense increased 14% and 16% in constant currency driven by increased investments in cloud engineering, LinkedIn, and Nuance. Second, on FX. Once a tag exists, team members can start a group chat with them by going to Chat >New chat and type the name of the tag in the To: field. Amy, you noted a couple times just seeing some weakness in more the small business segment. SATYA NADELLA: Yeah, maybe Ill just start, and Amy, you can add. System messages from Teams are now grouped together at the top of the meeting window. And in general, it was across geos. And then if you think about it on a global basis, are there any different patterns domestically versus internationally in those moderating projects starts, or just general optimization conversations? Gaming revenue increased $189 million or 2%, driven by an increase in Xbox content and services, offset in part by a decrease in Xbox hardware. 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. Get autosuggestions and Top hits as you type your search terms. 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. Immediately below the Participants section you'll find Meeting options. Actual results could materially differ because of factors discussed in today's earnings press release, in the comments made during this conference call, and in the risk factor section of our Form 10-K, Forms 10-Q, and other reports and filings with the Securities and Exchange Commission. Collaborative Annotations let all meeting participants draw, type, or react on top of the content being shared in the meeting powered by Microsoft Whiteboard. Currently free for everyone, once Teams Premium licenses are available, this feature will need a premium license to use. You can now join a meeting via Teams on the web, or the desktop app, using a meeting ID and passcode. With Power Platform, we are helping domain experts rapidly drive productivity gains, at a time when its never been more important. Jessi, next question, please. Thank you, guys. Find and add a nearby room when you're in a meeting. We offer the best value in the gaming industry. Now you can send audio messages in your Teams conversations. Translate messages to your preferred language on the fly. There was no mention if there is any preference to towards Microsoft Teams Room Premium over Microsoft Teams Room standard. Choose an alert sound for your Teams notifications. Microsoft Teams - An alternative to Slack, some would say, but Microsoft is putting more than just a comfortable chat for users. What is the sense of sort of where utilization stands for around Azure and as you think about sort of demand trends relative to supply chain. Create a short video clip in chat. Obviously, the big driver of our growth this quarter was in datacenter spend, both new builds as well as adding capacity to existing datacenters. We did see some deceleration, a point a little more than we had expected in the consumption side. Hear your messages read aloud. To learn more, see View your call history in Teams. This fact is confirmed by the latest statistics that place Microsoft Office 365 as the leading productivity software, in tight competition with Google Apps. With live components, youre now able to send a message that everyone in your chat can edit inlineand see changes instantly. Productivity and Business Processes revenue increased driven by Office 365 Commercial and LinkedIn. Today's cut likely reverses some of that hyper . E5 seats increased more than 60 percent year-over-year. To learn more, go to Rehearse your slide show with Speaker Coach. 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. That means more on-stage coding . General and administrative expenses increased $168 million or 15%, driven by an increase in headcount. Daily content consumption across Start in categories like news, weather, finance, and sports, increased 80 percent since we launched the service one year ago. Video clip will be in public preview in August and generally available in September. If you're signed in to Teams, you'll be automatically signed in to any bots or tools you've added to Teams that also use your org credentials for log in. Posted: Dec 2, 2022. To view which team you're part of, click the Teams icon to open the Teams pane. 25 percent of the Fortune 500 already use Viva, as organizations increasingly recognize that employee experience and wellbeing are essential to their productivity. Amid this macroeconomic environment, the Microsoft Cloud surpassed 25 billion dollars in quarterly revenue for the first time, up 28 percent and 33 percent in constant currency. I mean, the two numbers that are user growth numbers, right, the 14% growth in the number of seats of Microsoft 365, and then the E5 growth of 60%, I think speak to, again, that best-of-suite value in the core and in E5. Just like in Outlook,you canchoose from Free, Tentative, Busy, Working elsewhere, or Out of Office. I dont know, Satya, if you wanted to add on anything to that. This is partly due to Microsoft marketing Teams as a catch-all solution for people and organisations affected by COVID-19. Well now move over to Q&A. When I talk with customers, its clear there is real opportunity to help organizations in every industry use digital technology to overcome todays challenges and emerge stronger. The remaining portion, which will be recognized beyond the next 12 months, increased 39% year-over-year. To rename or delete a file in a channel, go to the channel's files tab and select More options on the file. The emoji set in Teams has grown from 85 to over 800 emoji, including new categories and different skin tones for specific emoji. Total company headcount is expected to continue to grow with 11 thousand hires expected to start in Q1, primarily in cloud engineering, LinkedIn, customer deployment and commercial sales. To your point, think of them as SKUs it really intended, right, for that type of audience and customer base. 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. We expect Azure revenue growth to be sequentially lower by roughly 3 points on a constant currency basis. Teams usage by frontline workers doubled year over year. To do this, companies need a digital fabric that connects employees, as well as customers and partners, wherever and whenever they work, while reducing cost and complexity. 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. Jessi, next question, please. We provide comprehensive solutions that integrate more than 50 categories, informed by more than 43 trillion signals each day, reducing cost and complexity. Microsoft Teams usage soared in the early days of the pandemic. Windows OS - from Windows 95 till 10th version is only 15 years. To assign seats once you're in the meeting, select More > Together mode. To access while in a meeting, tap > Turn on live captions. And Edge continues to gain share as consumers use it to save money with our built-in coupon and price comparison features. Revenue increased $8.2 billion or 22% driven by growth across each of our segments. Turn on live captions during a meeting or group call to read what everyone is saying. For more details, seeChange your background for a Teams meeting. To view the list of accounts added to your mobile app, go to the top of the app and tap your profile picture. Segment gross margin dollars increased 12% and 17% in constant currency. Learn more about meetings in Teams for your personal life. I guess, do you feel as though clearly the guidance, I think, has a very confident posture. First, of course, if were talking about USD, it would be FX. The Authority is charged with the responsibility of collecting revenue on behalf of the Government of Kenya. Search and news advertising revenue ex TAC, increased 18, and 5% in constant currency, in line with expectations., were relatively unchanged and increased 4% in constant currency, Capital expenditures including finance leases were $8.7 billion, Cash flow from operations was $24.6 billion, increasing 8%, driven by strong cloud billings and collections., This quarter, other income and expense was negative $47 million, primarily driven by net losses on investments. Share your screen during a meeting without navigating to settings (iOS 12 only). Engaging with customers early in E5 renewal process to build intent to deploy Teams Phone. For example, moving to the cloud is the best way to shape your spend with demand uncertainty, right, because in fact, if anything, one of the things that were seeing is an increased shift towards the cloud, and then of course, optimizing your bill. Video clip is a new feature that allows you to easily record and send a short, lightweight video message in chat. I did allude to it a couple of times when discussing Office EMS or the Azure per-user service as well as Windows Commercial. Watch live events broadcast through Microsoft Stream. : Thanks, Amy. And, with Xbox Cloud Gaming, were bringing games to new endpoints. Organise Your Teams, Channels and Chats. Thank you for joining us today, and we look forward to speaking with all of you soon. We are a leader in B2B digital advertising, and we continue to see customers choose us for higher reach and ROI. In Calls, you can now toggle betweenSpeed dial andcallHistory. AMY HOOD:And I think what I would point to, maybe, just to add a little bit, as you can see, I do think weve been building momentum, really, with E5. Microsoft has focused on driving Azure consumption across all customer segments through annuity sales programs and customer success investments, as well as targeted incentives for its global partner channel. To learn more about meeting recordings and transcripts, see Record a meeting in Teams. Get more people's video showing in calls and meeting with the newly increased video view. Next, extended production shutdowns in China that continued through May and a deteriorating PC market in June contributed to a negative Windows OEM revenue impact of more than $300 million. First of all, users - from 433 million users back in 2016 when it was acquired, up to 740 million users in 2021. In this economic environment, every organization is looking to support employee flexibility and improve productivity. This quarter, Sephora chose our solutions to help build a new advertising revenue stream while maintaining ownership of their own data and customer relationships. From infrastructure and data, to business applications and hybrid work, we provide unique, differentiated value to our customers. The aggressive market strategy Microsoft has for their products increases the value and usage rate, but also the revenue and number of users. Thanks, Brent. One year in, weve seen strong adoption of Windows 365 from organizations in every industry from Hamburg Commercial Bank and Kyndryl, to The LEGO Group and Schroders as they use Cloud PCs to rapidly onboard new and temporary employees, and speed M&A integration, while reducing IT costs. This personal data includes: Content Your meetings and conversations chats, voicemail, shared files, recordings and transcriptions. See frame rates, data sent and received, bandwidth, and much more in the meeting window. KEITH WEISS, Morgan Stanley: Excellent, thank you guys for taking the question, and very impressive results in a very difficult environment that were all dealing with, particularly when it comes to those commercial cloud bookings. Paid Office 365 commercial seats grew 14% year-over-year, driven by our small and medium business and frontline worker offeringsalthough growth was impacted by some moderation in new deal volumeoutside of E5, particularly in the small and medium business customer segment.Demand for security, compliance, and voice value in Microsoft 365, drove strong E5 momentum again this quarter. Helen is the author of "Love Your Team, A Survival Guide for Sales Managers in a Hybrid World", which launched on Nov 1st 2022 on Amazon. I am confident that will move to Operator Connect being the dominant PSTN connectivity option over time. Transactions and data volume increased over 100 percent year-over-year for the fourth quarter in a row. In this very industry, Microsoft already holds a 60% market share. Microsoft Becomes Global UCaaS #2 Tom Wright Microsoft now has a greater revenue share than Mitel, Vonage, 8x8 and LogMeIn June 15, 2021 Microsoft Vonage 8x8 Mitel Insights Microsoft has become the second-largest unified communication as a service (UCaaS) provider in the world, according to analyst research. Along those lines on the customers kind of having slightly different spending priorities as they kind of try to maneuver this environment, can you talk a little bit more about what youre seeing in Office, because obviously, Office E5, youre offering a much more comprehensive solution that is kind of getting very, very competitive on several aspects? When you think about your visibility into those consumption dynamics, is it that youre seeing customers optimize their spend? Operating expense increased 14% and 16% in constant currency driven by increased investments in cloud engineering, LinkedIn, and Nuance. With Microsoft Whiteboard's Collaborative Annotations, everyone in a meeting can add notes simultaneously on a shared screen in a Teams meeting. So, theres obviously something going on in the macro environment, which does feel that it does plays to our strengths. Roughly 45% will be recognized in revenue in the next 12 months, up 28% year-over-year. Are you seeing them commit to longer duration contracts? On top 5 1st place #microsoftand 3rd place #zoom Meeting participants can now read captions in their own language, for a more accessible meeting experience. Excluding the impact from the Windows 11 revenue deferral last year, revenue would decline mid-teens reflecting continued weakness in the PC market. We still have 11,000 hires that we have started in Q1. Search and news advertising ex-TAC should grow in the mid-to-high teens, roughly 10 points faster than overall Search and news advertising revenue, driven by growing first party revenue and the inclusion of Xandr. Go to Settings > Data and storage > Reduce data usage. With PiP (Picture in Picture), you can now multitask in Teams while also seeing what's going on in a meeting or call. He is a regular speaker at events around the world. And then in Q1, that shows itself as a little bit of decel in that Office 365 growth number quarter to quarter. How do you think about Azures resiliency? Now, when you join a meeting via Teams on the web, you can share your system audio while screen sharing. I think your point around making sure weve got the right lead, which is absolutely do more with less, and that we can help you both modernize and get great value through the suites, but its an important caveat to that. End the need to tweak and fuss with your mic sensitivity settings and let Teams do the work for you. I did allude to it a couple of times when discussing Office EMS or the Azure per-user service as well as Windows Commercial. Tap and type a search term. To view someone's profile, select the LinkedIn tab of the chat if they have one available. Participate in Yammer discussions during live events. 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. 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? Taking into account Microsoft acquisitions in the pas years, and as well its product development focus, there might be a change in its marketcap, value and price/share. Under Description, enter the Channel name, Description (optional) and click Next. Windows OEM non-Pro revenue grew 5%, driven by consumer demand from remote work and learning scenarios. Gross margin percentage decreased slightly. We are helping organizations digitize their customer experience, service, finance, and supply chain functions, and we continue to outgrow the market in every category. Microsoft Cloud gross margin percentage decreased slightly to 71%. 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. Operating expenses increased 8% and 10% in constant currency and operating income decreased 5% and was relatively unchanged in constant currency. You now have the ability to block notifications while in meetings and allow specific notifications to come through during scheduled quiet times. ALEX ZUKIN, Wolfe Research: Hey, guys, thanks for sneaking me in. Microsoft Cloud gross margin percentage decreased slightly to 71%. To learn more, seeUse Immersive Reader in Microsoft Teams. If you use Teams for your personal life, there are some new keyboard shortcuts for chat. I mean, I think that youve captured it right, and it is also right that customers are using more reserved instances. Microsoft revenue for the twelve months ending September 30, 2022 was $203.075B, a 15.22% increase year-over-year. A thing that put them in direct competition between Sony and Nintendo at that moment. 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.. Its a new way to ideate, create, and make decisions together while holding fewer meetings and minimizing the need for long chat threads. The field metric here is new frontline worker seats. Learn more at Using Cortana voice assistance in Teams. Learn more at Send a Loop component in Teams chat. We enable Unified Conversational Recording and Voice AI at the heart of the world's leading networks and UC solutions. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; . This topic lists features that are planned to release from October 2022 through March 2023. Gartner has released its UCaaS Magic Quadrant 2022, which details the UCaaS market leaders. The growth numbers we are posting in consumption is with all that optimization in place. Through Microsoft Teams, you can securely collaborate with partners outside your organization. The Microsoft Whiteboard in Teams is completely rebuilt to provide a rich visual collaboration workspace. Amy, great to hear the double-digit guidance. But you did mention that in the June quarter, you experienced a little bit of consumption softness. Congrats. Learn more at Turn off mirror my video in Teams meetings, Get the same background effects in Teams on the web as you do in the desktop app. When you search for a message, you can now choose to order the results by relevance or by how recently it was sent. Microsoft Azure is a cloud computing service that is meant for tasks such as testing, deployment, and managing applications and services thru Microsoft-managed data centers. Additionally, FX decreased COGS and operating expense growth by 2 points, 1 point favorable to expectations. The new enhancements includes the support for usage of Line of Business apps, Tenant level install trend, enhanced quality of metrics reported, tenant wide usage of Microsoft, 3rd party and LoB apps etc. Classify and help protect your data by assigning sensitivity labels to your teams, Quote and reply to a specific message in a chat, Education: Support for grading assignments. 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. number of100-million-dollar-plus Azure and 10-million-dollar-plus Microsoft 365 contracts, as well as consistent strong execution across our core annuity sales motions. And as I said, I took what we saw in June, applied it as best we thought we could through the course of the fiscal year. And we alluded to that as well in my comment, because while I cant tell you in particular which part of that is some of the partner transition work were doing versus macro, it certainly feels like both. Quote and reply to a specific message in a chat. Operating income increased 8% and 14% in constant currency and operating margins decreased year-over-year to 40%. Jessi, next question, please. 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. Expand the notifications to preview all the messages, and then collapse and clear all notifications with one tap. Microsoft Teams announced in November 2016 and it was a surprise to the market, which was mainly controlled by Slack. - Microsoft Tech Community. Jessi, next question, please. Based on this data, but also considering expenses, revenue and profit, GoBanking Ratesestimates that Microsoft values ~$456Bn. The Windows direction from Microsoft is split into 2, as well as the revenue, financial reports, and other official data. Language interpretation allows professional interpreters to what the speaker says into another language in real-time, without disrupting the speaker's flow. Id like to start by discussing the impact of the macroeconomic environment on our results this quarter. Carlsberg is standardizing its field service and customer service operations.And Visa switched to Dynamics 365for both its sales and call center organizations. Press Enter to get a list of results. Amy, you and Satya talked about a very robust, large new deal activity. 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. Enterprise Services revenue grew 5% and 8% in constant currency,. Admins can still retrieve call data fromremoved calls. : Yeah, maybe Ill just start, and Amy, you can add. For more detail on Microsoft Digital Contact Center check out my blog here. Casting from Teams desktop client to Microsoft Teams Rooms Now you can use Teams casting to wirelessly connect to Teams Rooms and display content from your Teams desktop client. Jessi, next question, please. You now have the ability to start and stop meeting recordings using the mobile app. Jessi, next question, please. Additional details on the mechanics of the change are in our earnings materials. For more detailsincluding a screenshot of the new designgo to Share content in a meeting in Teams. Peets Coffee is modernizing its supply chain with our business applications. Now in Teams, when you schedule a meeting, private appointment, or vacation, you can choose how that meeting shows in your calendar. As I said, its trying to take into account the current macroenvironment. With no much official data to share, we could only suspect that Office is one of the most profitable products Microsoft has at this moment. You can now spotlight up to seven people in a meeting from your phone or tablet. Xbox - the gaming industry is growing, and Microsoft couldnt stay apart from this topic. Activision Blizzard was acquired by Microsoft for $68.7 Bn in January 2022 and announces a hot year for Tech. 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. How do you think about Azures exposure to advertising business, consumer Internet and SMB if we do see a real recession? There are two ways to prevent meeting attendees from turning their camera on during meetings. 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. 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. Excluding the impact of the change in accounting estimate and FX, gross margin percentage increased slightly as the improvement in cloud services noted earlier was partially offset by sales mix shift to cloud. If scheduling a new meeting, it will automatically open in a secondary window. 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% Continued weakness in the PC market demand and advertising spend will impact Windows OEM, Surface, LinkedIn, and Search and news advertising revenue. And so, well keep executing that through partner. Attendees can now join webinars from a phone or tablet. You can now hide previews on notifications with the help of the Intune app. Copyright 2022 TechBehemoths. How do you think about Azures exposure to advertising business, consumer Internet and SMB if we do see a real recession? And, of course, that is because its all related to selling Microsoft 365. Microsoft confirmed that Direct Routing is currently the most used option for PSTN connectivity in Microsoft Teams. All growth comparisons we make on the call today relate to the corresponding period of last year unless otherwise noted. It was and continues to be one of the largest sources of revenue for Microsoft. Since then, and until 2021 Microsoft Azure is a top cloud service provider competing with Google Cloud and AWS from Amazon. First,you'll need toturnon language interpretation for the meeting. Pearson Vue and Vodafone both chose our security stack to protect their digital estate across clouds. 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. Tap on a message to translate messages on the fly. At the top of your chat list, select Filter > Chats. toggle and then select Save. You'll find your chat at the top of your pinned chats in the chat list. 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, Share photos while on a call or in a meeting. Dark theme is here! Swipe up from the bottom of the app > Reorder > Drag items into the order you want. October 2022 Assigned seating in Together mode. Revenue from Productivity and Business Processes was $16.6 billion and grew 13% and 17% in constant currency. 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. Teams automaticallysuppresses non-speech sounds during Teams meetings. We expect Office 365 revenue growth to be sequentially lower by roughly two points on a constant currency basis with a bit more FX impact on US dollar growth than at the segment level. Start with a project templates for common line-of-business app scenarios or from a sample. Education: Support for grading assignments. According to Statista, LinkedIn revenue only increased since it was acquired, a thing that speaks of investments and good management, or at least better management than it was before. 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. Use companion mode to share additional content from your phone in a meeting. For a complete list of whats tracked, see Monitor call and meeting quality in Teams. The US dollar strengthened throughout the quarter creating an additional headwind beyond what we shared mid-quarter. 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%. 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. Go to Calls on the left side of the app, then in the top right of the app, select Create a contact group . Tap the picture to go back to the meeting at anytime. Right-clickon the Teams icon in the system tray and chooseCollect support files. To learn how to set up breakout rooms, see Use breakout rooms in Teams meetings. Change this preference in Settings. Educators will now get notified when Teams detects that music is being played. To learn more, see Spotlight someone's video in a Teams meeting. Our portfolio of best-of-category products and best-of-suite solutions, along with our durable business models and intense focus on prioritization and executional excellence, make me confident about our opportunity ahead in the coming year. In this 8x8 sponsored event, join experts from Redmond Magazine and Intelligink to discuss new updates related to #hybridwork in 2023 and beyond. ISVs, from Adobe to Workday, have built deep integrations with Teams. Some of our investment that weve spent over the past six months and looking forward for hiring will be in those areas to make sure we are helping customers get the most out of that SKU. Microsoft Inspire is Microsofts Partner conference. Learn more at Use language interpretation in a Teams meeting. 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