Cloud News

Microsoft Q4 Earnings: 7 Big Takeaways

Wade Tyler Millward

Microsoft ultimately beat analyst expectations across a variety of measures but provided little future guidance.

A lack of guidance for the new fiscal year. Meaningful sales from generative AI and copilots not coming until wintertime. And signs of enterprise spending improving.

These are some of the highlights from Microsoft’s quarterly earnings call Tuesday, according to a review of analyst notes by CRN.

The Redmond, Wash.-based vendor ultimately beat analyst expectations across a variety of measures, including total revenue, Azure revenue growth, Microsoft Cloud revenue and Office 365 revenue.

[RELATED: Microsoft Q4 Earnings: ‘Aggressive’ Spending, ‘Gradual’ AI Services Growth]

MSFT Q4 Results

But the vendor’s stock was still down about 3 percent since the start of Tuesday’s earnings call – which reported results for the fourth fiscal quarter quarter and fiscal year ended June 30.

Other takeaways from the earnings call include:

*Upselling and renewal activity

*PC market continues to hurt

*What It Means For Google, AWS

Here’s what else we learned from Microsoft’s latest earnings call.

Wade Tyler Millward

Wade Tyler Millward is an associate editor covering cloud computing and the channel partner programs of Microsoft, IBM, Red Hat, Oracle, Salesforce, Citrix and other cloud vendors. He can be reached at

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