I'm interested in whether you see the current environment as a net tailwind or a net headwind on Azure growth, just as we try to weigh the idea of the pandemic as a forcing function to adopt cloud a little more rapidly versus, on the other hand, potential economic pressure on IT budgets. our next question comes from the line of Brent Thill with Jefferies. GoodÂ afternoon and thank you for joining us today. Microsoft reported its Q3 2020 earnings on Wednesday, with its all-important cloud division jumping 27% year-over-year.These are the most important numbers from the … That's where some of the sort of architectural product strength of our will be very useful to our customers. 28, 2020 5:35 PM ET Microsoft Corporation (MSFT) By: Gaurav Batavia, SA News Editor 34 Comments. Microsoft brought in $35 billion in revenue during Q3 2020. With LinkedIn Live, people and organizations can broadcastÂ video content to their networks in real time.Â. But at the same time, I think business applications that perhaps have longer lead in terms of implementation, people are probably going to take some more time to decide on it, whereas we think we're well-positioned to capture the new scenarios. Power Platform is already used by more than 3.4 million citizen developers and business decision makers. And so, it'll have some impact as big deals always did or didn't on bookings. We are accelerating Teams innovation, adding new capabilities each week, and now supporting meetings of all sizes â¦ meetings that scale from 250 active participants, to live events for up to 100,000 attendees, to streaming broadcasts.We saw more than 200 million meeting participants in a single day this month, generating more than 4.1 billion meeting minutes. As a result, operating income grew 15 percent and 17 percent in constant currency. Overall, the perspective we take, the approach we take is really to be there for our customers as their time of most acute need. Revenue was $12.3 billion, increasing 27 percent and 29 percent in constant currency, ahead of expectations, driven by continued customer demand for our hybrid offerings. Interview with Microsoft Board Member Hugh Johnston WATCH THE VIDEO. In commercial bookings, growth from healthy renewal execution on a larger Q4 expiry base will be impacted by some large commitments in the prior year and the previously mentioned sales dynamics.Â. Michael Spencer, Satya Nadella, Amy Hood. However, growth will be partially offset by continued transactional weakness, some impact from the previously mentioned sales dynamics, and a strong prior year comparable with four points of growth from a greater mix of contracts with higher in-period recognition. Operator, we'll move to the next question, please. I look forward to rejoining for your questions. And operating margins expanded this quarterÂ as a result ofÂ higher gross margins and disciplined decisions to invest in strategic and high growth areas. Teams now has more than 75 million daily active users, engaging in rich forms of communication and collaboration, and two-thirds of them shared, collaborated, or interacted with files on Teams. Even just take Teams. List any three and describe Companies mainly focused on producing products or services or release new or enhance the existing ones for a continued fulfillment of its promises to the market. Third party analysts affirm our leadership as the only company that offers comprehensive identity, security, and compliance solutions.This quarter, we introduced new capabilities to protect customer data no matter where it resides. And so, that's something that we are scaling to meet their needs. In healthcare, we are seeing compute, data, and AI come together to help speed up response â from testing to therapeutics and vaccine development. AMY HOOD:Â And to your first question on really expanding the customer base versus adding seats or consumption within that customer base, weÂ actually sawÂ both this quarter again. Company Participants. OPERATOR:Â Thank you. And when Teams does well, all of Microsoft 365 does well. See, that's the big advantage we have, architecturally, in terms of all this having been built with one particular set of architectural principles so that they can be enforced throughout all of these applications. : And I think, for me, it's so clear I think when we talk about our capital investment or our world view, that it's a tailwind over any long period of time. And that's where we shine. We saw a slowdown in our transactional business across segments, but particularly in small and medium businesses. The FX impact on COGS growth was slightly more favorable than expected and reduced growth by 1 point. And I think that's probably not surprising. Just two questions on this topic. we are working alongside customers every day to help them stay open for business in a world of remote everything. Michael Spencer - General Manager, IR. Out of respect to others on the call, we request that participants please only ask one question. If you look at one of the key considerations, as people go to remote work, is to ensure, starting with the identity to the device endpoint to the application to the information in the application and the infrastructure behind the app, you need that zero trust architecture. Amidst a changing jobs market, LinkedInâs role in creating economic opportunity for every member of the global workforce has never been more acute. One of the most exciting things to me that happened even in this COVID response was people were able to use Power Platform to build new applications in hours, put that into Teams, and then get their first-line workers to be able to track, say, for PPE, because there was no ERP system that did that. MARK MURPHY, JP Morgan: Thank you very much. If anything, it's going to be more important for us to support this need for people to scale while keeping them compliant. We don't go in there with mindset of what does it mean for our revenue. I think what we've seen is really more of a shift to some of these quick time-to-value deployments, and a real change in terms of new, long lead time projects there. Enterprises are using our Speech Service to manage a record influx of customer service inquiries, including Post Italian, which is using it to automatically respond to nearly 170,000 calls per day. The supply chain in China returned to more normal operations at a faster pace than we had anticipated.Â And,Â we saw increased demand from work, play, and learn from home scenarios, benefitting Windows OEM, Surface, Office consumer, and Gaming. Microsoft does well when our customers do well, and we are uniquely positioned to continue to invest and contribute to their future success. Very impressive quarter in a difficult time, and I hope all of you and your families are all safe and healthy. And, we continue to see strong demand for our premium offerings from customers like Mastercard, Autodesk, AARP, and Coca-Cola âÂ which chose not only Microsoft 365 but Dynamics 365 and Azure in a 5-year, multi-cloud agreement. We are also expanding our opportunity with consumers with Microsoft 365 Personal and Family, which now has more than 39 million subscribers.Â. Read the full Microsoft’s Q3 2020 earnings call transcript. And Office 365 commercial seats grew 20 percent to nearly 258 million, with an increasing mix from Microsoft 365. We are the only cloud that extends to the edge, with consistencyÂ across operating models, development environments, and infrastructure stack. That's what we will increasingly do, but that almost means we want to be competitive in each layer and open in each layer. and this quarter we announced new regions in Mexico as well as in Spain. The Centers for Disease Control is using the Healthcare Bot to help people self-assess for coronavirus symptoms. If you think about it, the orders of magnitude increase we have seen in usage in our own case with our applications, such as Teams or our virtual desktop have been tremendous. Now onto Dynamics 365Dynamic 365 is helping thousands of organizations accelerate digital transformation as they remote every part of the operation â from manufacturing, to supply chain management, to sales and customer service â inclusive of new scenarios like curbside pickup, contactless shopping and remote customer assistance and operations. Other income and expenseÂ wasÂ negative $132 million, lower than anticipated, due to FX remeasurement and net recognized losses on investments. Operating income increased 25 percent and 28 percent in constant currency. MICHAEL SPENCER: Thanks, Raimo. REDMOND, Wash. — Feb. 26, 2020 — As Microsoft closely monitors the impact of the COVID-19 health emergency, our top priority remains the health and safety of our employees, customers, partners, and communities. I think what we've seen is really more of a shift to some of these quick time-to-value deployments, and a real change in terms of new, long lead time projects there. Today after the bell, Microsoft reported its calendar Q3 2020 earnings, the period of time that corresponds to its Q1 fiscal 2021 period. For Intelligent Cloud, we expect revenue between $12.9 and $13.15 billion. How is Microsoft coping with these sudden demands from work-from-home?Â Â Do you have enough capacity?Â Â How quickly can you add capacity?Â Â Can you give a sense of how you deal with that on the Azure and the overall business side?Â Â Thank you. First thing, we always said when we acquired GitHub that we want to be in the developer tools and developer services business as an end, not as a means to some end. contributing to record levels of engagement across the platform in Q3. It'll work across cloud, so we will always ensure that it's an open community that supportsÂ. MICHAEL SPENCER:Â Thanks, Mark. And new Insider Risk Management in Microsoft 365 helps organizations detect and mitigate malicious activity. OPERATOR: Thank you. Just last week, Accenture became the first organization to surpass half a million users.Â. Microsoft Teams supports multiple communications modalities in a shared workspace. Thanks for getting our firm up on Teams, basically, in a couple weeks. Please proceed with your question. And that's happening, as I said, in different segments with our customers as they move to remote operations and are dealing, in some cases, with their own surge demand, or what you've seen even in gaming and other entertainment categories. Twenty organizations with more than 100,000 employees are now using Teams, including Continental AG, Ernst & Young, Pfizer, and SAP. IÂ actually haveÂ two for you. Â from GitHub to the worldâs most popular code editing tool, Visual Studio Code. I would say this architecture's withheld well. MARK MOERDLER, Bernstein Research: Thank you. If you can create an Excel spreadsheet, you can create an app, build a virtual agent, automate a workflow, analyzeÂ, In just two weeks, Swedish Health Services, the largest non-profit health provider in the Seattle area, used Power Apps to track critical supplies. They are included as additional clarifying items to aid investors in further understanding the company's third quarter performance in addition to the impact these items and events have on the financial results. Satya, a question for you: You did a really great job of talking to how well the expanded portfolio and really broad portfolio that Microsoft brings to the market has helped customers during a crisis period, and a period that engendered a lot of change within the way organizations were operating. I'm interested in whether you see the current environment as a net tailwind or a net headwind on Azure growth, just as we try to weigh the idea of the pandemic as a forcing function to adopt cloud a little more rapidly versus, on the other hand, potential economic pressure on IT budgets. I think in some ways, the breadth of this company and where we've invested over the past few years, it's not just Teams but maybe a few products that have served us well and served our customers well. That wraps up the Q&A portion of today's earnings call. Office 365 consumer subscribers grew to 39.6 million, benefiting from the increased demand noted earlier. For Q4, Twilio expects revenue of $450M-$455M (37% YoY growth) vs. consensus of $432.1M. Â Thank you. For example, if you're a retailer and you now need to do contactless shopping, that is something that, for example, Dynamics is going to support for you to be able to use even commodity cameras with AI modules with all of it helping with a data model that supports shopping inside of physical stores, or curbside pickup, or even remote assistance. Very impressive quarter in a difficult time, and I hope all of you and your families are all safe and healthy. Retailer ASOS is using Azure Sentinel to detect and mitigate threats.Â And,Â the need for secure remote identity and access management is increasing demand for Azure Active Directory, now at 300 million active users. And in our per user business, growth will be impacted by the increasing size of the installed base, as well as the sales dynamics noted earlier. : Thanks, Mark. ... Microsoft Fiscal Year 2020 Third Quarter Earnings Conference Call. And so, with GitHub now, we're just really executing on that strategy, which is to start, and that means youÂ have toÂ be true to the developer choices. You may disconnect your lines at this time. A couple of weeks into the Q3 2020 earnings season, companies are proving more resilient than expected, according to research firm FactSet, which revised its earnings … And so, that's what we're executing on. New capabilities enable providers like Northwell Health, New York stateâs largest healthcare provider, to deliver first-class telehealth. Xbox content and services revenue increased 2 percent on a high prior year comparable, with strong growth in Game Pass subscribers and Minecraft. What products were released that could help with business decisions? That's the core of how we approach it. And we are working with card issuers like American Express so merchants who use Dynamics 365 Fraud Protection can reduce fraudulent activity as they process more transactions online. Operator, we'll move to the next question please. Our next question comes from the line of Phil Winslow with Wells Fargo. It is the only way for you to have even the business continuity required in times like this, and your needs going forward of increasing digitization are going to be met with better pricing, better economics, at a unit price level for the given business. Microsoft posted the third quarter of its 2020 financial results today, and all eyes are on the early impact of the ongoing coronavirus pandemic. We'll now move over to Q&A. And so, with GitHub now, we're just really executing on that strategy, which is to start, and that means youÂ, But it's not to say that anyone else can't participate. YouÂ, Digital twins, this is something I think I talked about maybe even the last earnings, even. Teams is not just about having lots and lots of video meetings. OPERATOR: Thank you. Microsoft Corp. Q3 2020 earnings call dated April 29, 2020. In Search ex-TAC, we expect revenue to decline in the mid 20 percent rangeÂ similar toÂ March. Â are all using Power Platform to accelerate their automation. Patagonia is using Dynamics 365 Commerce to rapidly move to new, more intelligent distribution and fulfillment models, including contactless shopping. Operator, we'll move to the next question please. Twilio also handily beat on earnings at $0.04 EPS compared to analyst consensus of -$0.03 EPS. For example, the phase we are mostly in right now is that first response phase where, from business continuity perspective, people want to be able to work remotely, want to be able to conduct remote operations. X The Redmond, Wash.-based company earned $1.40 a share on sales of $35.02 billion in the quarter ended March 31. We will continue to make significant investments against the strategic growth opportunities Satya outlined, organically and thru strategic acquisitions like that of Affirmed Networks this quarter. KEITH WEISS, Morgan Stanley: Thank you, guys, for taking the question. Growth was driven by strong renewal execution consistent with prior quarters, though we saw some impact from the previously mentioned changes in sales dynamics. That's, again, built in to and in around Teams itself. MICHAEL SPENCER: Thanks, Alex. Now onto developer tools.We have the most complete developer toolchain independent of language, framework, or cloudÂ âÂ from GitHub to the worldâs most popular code editing tool, Visual Studio Code. I think the migration to the cloud is absolutely a secular shift. Anybody who has a digital twinÂ is able toÂ first remote the control plane, is able to automate, is able to simulate. We are accelerating Teams innovation, adding new capabilities each week, and now supporting meetings of all sizes â¦ meetings that scale from 250 active participants, to live events for up to 100,000 attendees, to streaming broadcasts.
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