Microsoft Q4: The Greatest of All Time!!

business history.


Highlights


00:14 — Now, any question about this greatest
growth market the world has ever known was blown away last week,
when Microsoft reported its fiscal Q4 earnings. And I think
Microsoft's Q4 results have to be regarded as the greatest
quarterly results of any company in any industry of all time.


00:40 — Now, I cannot say that I have done a
rigorous analysis of every quarterly report from every company in
every industry there's ever been. But I will be wide open to
hearing from anybody about anything that expands this. It could
have grown even more, but customer demand is just swamping
ability to build out data center capacity.


01:38 — Microsoft Cloud used to be a nice,
healthy portion of its business. It's now 61% of Microsoft's
overall revenue. The total number for Microsoft's remaining
performance obligation: $368 billion — a phenomenal, huge number.
But it grew 37%, so you've got a combination here of scale with
an incredible rate of growth here on this.


03:31 — Azure in Q4, it grew 39%. If you look at
the full year, Azure grew 34%. Now, revenue for Azure is over $75
billion. And the Q1 growth guidance for Azure is 37%. So again,
even at these very large numbers, the growth rates are
astonishing. Also looking ahead to Q1, which will end September
30, CFO Amy Hood said the CapEx is expected to be $30 billion.


04:45 — We saw Google Cloud last week report
very, very strong Q4. It's up 32% to $13.6 billion. Oracle's
reporting just spectacular growth rates. RPO in its most recent
quarter was 62%, and they're predicting 100% RPO for their fiscal
year, which will end May 31 of next year. AWS numbers haven't
come out yet, so I will get to them later next week. But hats off
to Microsoft.


Visit Cloud Wars for more.