Jeff Auxier Comments on Microsoft

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Feb 06, 2018

In 2012 the company’s cloud revenue totaled $700 million. Today, Microsoft (MSFT, Financial) has quarterly cloud revenues exceeding $5 billion with 55% margins. Driven by Azure’s revenue growth of 90%, revenue in Microsoft’s Intelligent Cloud segment increased 14% to $6.9B with commercial cloud annual recurring revenue exceeding $20B. Total revenue grew 12% as their Productivity and Business Processes and Intelligent Cloud segments made up for the stalling Personal Computing.


From Jeff Auxier (Trades, Portfolio)'s fourth quarter 2018 shareholder letter.