Microsoft Q1 Results

[Legend]

Microsoft's Q1 2025 (fiscal) earnings:

• ???? Windows OEM + devices revenue up 2%
• ???? Gaming revenue up 43%
• ????? Xbox content + services rev up 61%
• ???? Xbox hardware down 29%https://t.co/TCBJ2dUW9u

— Tom Warren (@tomwarren) October 30, 2024

[Legend]

Pretty good on game revenue. Is that just from Activision padding the numbers?

I'm on vacation so feel free to improve the op.

[kitler53]

Pretty good on game revenue. Is that just from Activision padding the numbers?

I'm on vacation so feel free to improve the op.

if I remember correctly yes this quarter is still a pre/post ABK comparison and thus highly inflated. 

I think this is the 2nd quarter of including ABK so 2 more to go before the comparison is meaningful. 

[the-pi-guy]

The company says that its Xbox content and services revenue grew 61 percent year over year from the previous quarter — a figure driven by "53 points of net impact from the Activision acquisition,"

Microsoft FY25 Q1 (July - September) results:

- Gaming revenue up 43% (with 43% net impact from Activision)
- Xbox content and services revenue up 61% (with 53% net impact from Activision)
- Xbox hardware revenue down 29%
- Activision Blizzard generated $1.69B pic.twitter.com/x6qeHbGyUT

— CharlieIntel (@charlieINTEL) October 30, 2024

rofl.

[kitler53]

Microsoft FY25 Q1 (July - September) results:

- Gaming revenue up 43% (with 43% net impact from Activision)
- Xbox content and services revenue up 61% (with 53% net impact from Activision)
- Xbox hardware revenue down 29%
- Activision Blizzard generated $1.69B pic.twitter.com/x6qeHbGyUT

— CharlieIntel (@charlieINTEL) October 30, 2024

rofl.

better than last quarter where Xbox was negative without ABK.   that's still a few points of growth...

...but I'm not sure on what.  was last year just dire because afaik Xbox had no major non-ABK releases this quarter.

[Legend]

Microsoft CFO Amy Hood Microsoft Q2/FY25 Outlook:

"We expect revenue to decline in the high single digits due to (Xbox) hardware."#Xbox pic.twitter.com/lreMPHbkr6

— @Zuby_Tech_Pro (@Zuby_Tech) October 30, 2024

Microsoft CEO Satya Nadella says Xbox Game Pass "set a new Q1 record for total revenue and average revenue per subscriber" and Microsoft "set new records for monthly active users in the quarter, as more players than ever play our games across devices and on the Xbox platform." pic.twitter.com/4gdUxq6LYU

— Tom Warren (@tomwarren) October 30, 2024

[kitler53]

average revenue per user.   I see those $1 conversion have run out.   

only mention of revenue so I'll assume no growth from new subs.