Copilot revoluciona la productividad y Microsoft presenta resultados financieros sólidos
El nuevo asistente de IA de Microsoft 365 impulsa un crecimiento del 11% en los ingresos de productividad.
Earnings Q4 2024 y FY2024
(En millones de dólares, excepto datos por acción)
Revenue 64.727 (56.189)
Total cost of revenue 19.684 (16.795)
Gross margin 45.043 (39.394)
Research and development 8.056 (6.739)
Operating income 27.925 (24.254)
Net income 22.036 (20.081)
Earnings per share Diluted 2.95 (2.69)
Weighted average shares outstanding Diluted 7.472 (7.467)
Stock-based compensation expense 2.696 (2.416)
Net cash from operations 37.195 (28.770)
Repayments of debt 13.065 (1.000)
Common stock repurchased 4.210 (5.704)
Common stock cash dividends paid 5.574 (5.054)
Addition to property and equipment 13.873 (8.943)
Acquisition of companies, net of cash acquired, and purchases of intangible and other assets 1.342 (341)
Segment
Revenue
Productivity and Business Processes 20.317 (18.291)
Intelligent Cloud 28.515 (23.993)
More Personal Computing 15.895 (13.905)
Operating income
Productivity and Business Processes 10.143 (9.052)
Intelligent Cloud 12.859 (10.526)
More Personal Computing 4.923 (4.676)
Selected Product and Service Revenue
Microsoft Cloud +21%
Office Commercial products and cloud services +12%
Office 365 Commercial +13%
Office Consumer products and cloud services +3%
LinkedIn +10%
Dynamics products and cloud services +16%
Dynamics 365 +19%
Server products and cloud services +21%
Azure and other cloud services +29%
Windows +7%
Windows OEM +4%
Windows Commercial products and cloud services +11%
Devices -11%
Xbox content and services +61%
Search and news advertising excluding traffic acquisition costs +19%
Earnings 2024
Revenue 245.122 (211.915)
Total cost of revenue 74.114 (65.863)
Gross margin 171.008 (146.052)
Research and development 29.510 (27.195)
Operating income 109.433 (88.523)
Net income 88.136 (72.361)
Earnings per share Diluted 11.80 (9.68)
Weighted average shares outstanding Diluted 7.469 (7.472)
Cash and cash equivalents 18.315 (34.704)
Short-term investment 57.228 (76.558)
Inventories 1.246 (2.500)
Property and equipment, net of accumulated depreciation 135.591 (95.641)
Equity and other investments 14.600 (9.879)
Intangible assets, net 27.597 (9.366)
Total assets 512.163 (411.976)
Short-term debt 6.693 (0)
Current portion of long-term debt 2.249 (5.247)
Long-term debt 42.688 (41.990)
Total Stockholders’ equity 268.477 (206.223)
Stock-based compensation 10.734 (9.611)
Net cash from operations 118.548 (87.582)
Repayments of debt 29.070 (2.750)
Common stock repurchased 17.254 (22.245)
Common stock cash dividends paid 21.771 (19.800)
Additions to property and equipment 44.477 (28.107)
Acquisition of companies, net of cash acquired, and purchases of intangible and other assets 69.132 (1.670)
Segment
Revenue
Productivity and Business Processes 77.728 (69.274)
Intelligent Cloud 105.362 (87.907)
More Personal Computing 62.032 (54.734)
Operating Income
Productivity and Business Processes 40.540 (34.189)
Intelligent Cloud 49.584 (37.884)
More Personal Computing 19.309 (16.450)