Name: 微軟(MSFT)財報電話會議--2018年第四季度。 (Microsoft (MSFT) Earnings Conference Call - Q4 2018)
Uploaded: 2021-01-14T07:53:56.000Z
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Greetings, and welcome to the Microsoft Fiscal Year 2018 Fourth Quarter Earnings Conference

(Operator Instructions) As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Michael Spencer, General Manager of Investor

Good afternoon and thank you for joining us today.

On the call with me are Satya Nadella, CEO; Amy Hood, CFO; Frank Brod, CAO; and Carolyn

Frantz, Deputy General Counsel and Corporate Secretary.

On the Microsoft IR website, you can find our earnings press release and financial summary

slide deck, which is intended to supplement our prepared remarks during today's call and

provides reconciliation of differences between the GAAP and non-GAAP financial measures.

Unless otherwise specified, we refer to non-GAAP metrics on the call.

The non-GAAP financial measures provided should not be considered as a substitute for, or

superior to, the measures of financial performance prepared in accordance with GAAP.

They are included as additional clarifying items to aid investors in further understanding

the company's fourth quarter performance, in addition to the impact that these items

All growth comparisons we make on the call today relate to the corresponding period of

We will also provide growth rates in constant currency when available as a framework for

assessing how our underlying businesses performed, excluding the effect of foreign currency rate

Where growth rates are the same in constant currency, we refer to growth rate only.

We will post our prepared remarks to our website immediately following the call until the complete

Today's call is being webcast live and recorded.

If you ask a question, it will be included in our live transmission, in the transcript

You can replay the call and view the transcript on the Microsoft IR website.

(Forward-Looking Cautionary Statements) And with that I'll turn the call over to Satya.

Thank you, Mike and thanks to everyone on the phone for joining.

I'm proud of our strong results this quarter and even more proud of what we've accomplished

We delivered more than $110 billion in revenue for the full-year with double-digit top line

And our commercial cloud business surpassed more than $23 billion in revenue for the year

The strength of our results reflects accelerating innovation and the trust customers are placing

in us to power their digital transformation.

I shared our vision for the intelligent cloud and the intelligent edge a little over a year

ago, a vision that is now quickly becoming reality, and impacting every customer in every

Everything we've accomplished this year has been about accelerating our lead in this new

era and the tremendous opportunity ahead.

We focus on the right secular technology trends and growing markets and follow that up with

We reorganized our engineering teams to break free of the categories of the past and better

align with the emerging tech stack from Silicon to AI to experiences, to better serve the

needs of our customers today and long into the future.

We reoriented our sales and marketing teams adding industry and technical expertise to

partner more deeply with our customers on their digital transformation journeys.

And most importantly, we drove innovation to deliver differentiated value across the

Now I'll briefly highlight some of our innovation in momentum.

We introduced Microsoft 365 to empower employees in the modern workplace.

Microsoft 365 is now a multi-billion dollar business that gives our customers the path

to the cloud and broadens our reach with new and under penetrated markets, including more

than 2 billion first line workers and industry-specific workflows.

Across Microsoft 365, we are helping people be more productive, collaborate and stay secure

on any device with AI infused experiences they use every day, and it's driving usage.

We have more than 135 million users of Office 365 commercial, Outlook Mobile is being used

on more than 100 million iOS and android devices, and more than 200,000 organizations are using

Microsoft Teams as the hub for team work.

We invested to make Windows 10 the most modern, secure always up-to-date operating system.

Windows 10 is now active on nearly 700 million devices and the growth of the enterprise deployment

Now with more than 575 million members, and revenue growth of 37% in Q4, the fifth consecutive

We saw record levels of engagement in job postings again this quarter with sessions

The strong engagement is driven by the quality of the feed, video messaging and acceleration

of mobile usage with mobile sessions up more than 55% YoverY.

We will continue to reinvest to make LinkedIn the essential platform to connect the world's

professionals and help them achieve more with experiences followed by LinkedIn and Microsoft

Dynamics 365 gives organizations an alternative to monolithic style of suites of business

location with modular modern extensible and AI driven apps that unlock insights across

every part of the organization, from sales to HR.

It gained traction as our third commercial cloud growth engine with revenue up 61% YoverY.

Our investments in Power BI, PowerApps and Flow, as the new analytics and application

platform are gaining significant momentum with ISVs and enterprise customers.

Azure is the only hyper-scale cloud that extends to the edge across identity, data, application

And our differentiated architectural approach drove another strong quarter of growth.

We are investing aggressively to build Azure as the world's computer.

We expanded our global data center footprint to 54 regions, more than any other cloud provider

and with the most comprehensive compliance coverage in the industry.

We added nearly 500 new Azure capabilities in the last year alone focused on both existing

workloads and new workloads such as IoT and AI at the edge.

We introduced Azure Stack and Azure Sphere, two first of their kind cloud to edge solutions

that are already seeing strong customer demand.

We're democratizing data science and AI with Azure Cognitive Services, Azure ML and data

services such as Azure Cosmos DB to help organizations of all sizes convert their data into insights

and experiences for competitive advantage.

The world's leading companies are running on Azure and I'm especially proud that Walmart

chose Azure and Microsoft 365 to accelerate its digital transformation for their associates

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微軟(MSFT)財報電話會議--2018年第四季度。 (Microsoft (MSFT) Earnings Conference Call - Q4 2018)

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