The following is a summary of the Microsoft Corporation 2024 Q4 - Results - Earnings Call Presentation:

Financial Performance:

• Microsoft reported Q4 revenue of $64.7 billion, a 15% increase year-over-year.

• Earnings per share were $2.95, reflecting a 10% increase year-over-year.

• Microsoft Cloud revenue reached $36.8 billion, growing 21% year-over-year.

• Operating income grew by 15% year-over-year, with operating margins remaining stable at 43%.

Business Progress:

• Microsoft Cloud and AI platforms showed robust growth, with significant investments in datacenter expansions across four continents.

• Azure AI customers grew to over 60,000, a nearly 60% increase year-over-year.

• Microsoft 365 Copilot usage doubled quarter-over-quarter, with significant enterprise adoption.

• Dynamics 365 revenue grew by 19%, driven by new AI-enhanced capabilities in business applications.

Opportunities:

• Continued expansion and investment in Microsoft Cloud and AI infrastructure to meet growing demand.

• Leveraging AI capabilities across various products including Azure, Microsoft 365, and Dynamics 365 to enhance user experience and efficiency.

• Expansion in gaming through new titles and platforms, including mobile and cloud gaming services.

Risks:

• AI services growth is constrained by current capacity limitations, expected to continue into the first half of the next fiscal year.

• Some softness in Azure consumption in European markets, impacting non-AI revenue growth.

More details: Microsoft IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.