Microsoft (MSFT) FY24 Q3 Earning Report Viz & MA Analysis

Microsoft Corporation is an American multinational corporation and technology company headquartered in Redmond, Washington. Microsoft’s best-known software products are the Windows line of operating systems, the Microsoft 365 suite of productivity applications, and the Edge web browser. It is considered one of the Big Five American information technology companies, alongside Alphabet, Amazon, Apple, and Meta.

Webcast / Press Release

Summary

• $61.9B in sales +17% YOY, $2.94 in EPS +20% YOY. Capex $14B. $35.1B in Cloud revenue +23% YOY. Sales in GitHub +45% YOY.

Earnings Call Slides

• Q4 Outlook: 63.5B-$64.5B, $19.6B-$19.8B in COGS, $17.15B-$17.25B in Operating expense

Q4 Outlook Breakdown
Productivity & Business Processes $19.9B-$20.2B (FY24Q3: $19.57B/ FY23Q4: $18.29B)
Intelligent Cloud $28.4B-$28.7B (FY24Q3: $26.71B/ FY23Q4: $23.99B)…