Xbox Series X / S boosts Microsoft's overall game revenue by 16% year-on-year & hardware revenue by 166% year-on-year, Azure revenue by 50% year-on-year, and Linked In revenue by 50% year-on-year 42% increase
Microsoft has released its financial results for the first quarter of 2022 (July 1st to September 30th, 2021). Sales in the quarter increased 22% year-on-year to $ 45.3 billion (approximately ¥ 5.17 trillion), operating income increased 27% year-on-year to $ 20.2 billion (approximately ¥ 2.3 trillion), and GAAP net income. Profit increased 48% year-on-year to $ 20.5 billion (approximately ¥ 2.34 trillion), maintaining strong performance against the backdrop of nesting demand due to the global epidemic of coronavirus infection.
FY22 Q1 --Press Releases --Investor Relations --Microsoft
Microsoft Q1 2022 earnings: Office, Windows, and cloud boosts revenues --The Verge
https://www.theverge.com/2021/10/26/22747241/microsoft-q1-2022-earnings-revenue-cloud-services-surface-gaming-xbox
Below is a summary of Microsoft's newly released earnings report. 'Productivity and Business Process' divisions related to corporate and consumer products and services such as Office 365 and Linked In increased 22% year-on-year to 15 billion dollars (about 1.71 trillion yen), servers such as Windows Server and Azure. 'Intelligent Cloud' division related to related products and services increased 31% year-on-year to 17 billion dollars (about 1.94 trillion yen), Windows OS license revenue, devices such as Surface, gaming related such as Xbox and search etc. The 'More Personal Computing' division, which summarizes the above, increased 12% year-on-year to 13.3 billion dollars (about 1.52 trillion yen), and total sales increased 22% year-on-year to 45.3 billion dollars (about 5.17 trillion yen). It was a yen).
Looking at each category, in the Productivity and Business Process division, sales of corporate office and related cloud services increased by 18% year-on-year, and sales of consumer office and related cloud services increased by 10% year-on-year. , LinkedIn sales were up 42% year-over-year, and Dynamics products and cloud services sales were up 31% year-over-year. Subscription services such as Office 365 for corporate and Microsoft 365 for consumers are particularly strong, with sales of Office 365 for corporate increasing by 23% year-on-year and Microsoft 365 for consumers reaching 54.1 million subscribers. It is noted that it was done.
In the Intelligent Cloud division, which showed the highest growth rate of 31% among the three divisions, Azure and related cloud services recorded a phenomenal growth of 50% year-on-year, which contributed significantly to the division's breakthrough. Sales of server products and related cloud services also showed high growth of 35% year-on-year, and sales in this division are accelerating quarterly.
Meanwhile, the More Personal Computing division, which is particularly closely associated with general consumers such as Windows OS, Xbox, and Surface, grew only 12% year-on-year.
Within the division, sales of Windows OEMs were up 10% year-over-year, and sales of commercial Windows and related cloud services were up 12% year-over-year. These Windows-related products were expected to see a significant increase in profits due to the introduction of Windows 11-equipped PCs to the market, but it is believed that this has been stopped by supply restrictions due to a global shortage of semiconductors.
Gaming-related sales were up 16% year-over-year, while Xbox-related content and service sales were up 2% year-on-year and Xbox hardware sales were up 166% year-over-year. Regarding software, Microsoft wrote that 'the number of Xbox Game Pass subscribers is increasing', but the company announced in January 2021 that 'Xbox Game Pass has reached 18 million subscribers'. Finally, we haven't disclosed the specific number of Xbox Game Pass subscribers. Regarding hardware, the introduction of the Xbox Series X / S has significantly increased the year-on-year profit ratio, but Phil Spencer of the Xbox division said, 'The shortage of Xbox Series X will continue until June 2020 due to lack of semiconductors. 'a
On the other hand, Surface lost a large amount of sales, down 17% year-on-year. The 'Surface Pro 8' and 'Surface Go 3' released in October 2021 are expected to affect the next second quarter of 2021 (October 1st to December 30th, 2021), but Microsoft's Amy・ Hood CFO expects Surface to achieve single-digit negative growth year-on-year in the second quarter of 2021.
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