Microsoft Corporation (NASDAQ: MSFT) |
|
|
|
Microsoft's Customers Performance
MSFT
|
MSFT's Source of Revenues |
Microsoft's Corporate Customers have recorded an advance in their cost of revenue by 7.15 % in the 4 quarter 2024 year on year, sequentially costs of revenue grew by 6.41 %. During the corresponding time, Microsoft Corporation recorded revenue increase by 12.27 % year on year, sequentially revenue grew by 6.17 %. While revenue at the Microsoft Corporation's corporate clients recorded rose by 6.67 % year on year, sequentially revenue grew by 9.37 %.
• List of MSFT Customers
|
|
Microsoft's Customers have recorded an advance in their cost of revenue by 7.15 % in the 4 quarter 2024 year on year, sequentially costs of revenue grew by 6.41 %, for the same period Microsoft Corporation recorded revenue increase by 12.27 % year on year, sequentially revenue grew by 6.17 %.
• List of MSFT Customers
|
Productivity and Business Processes |
|
42.28 % |
of total Revenue |
Intelligent Cloud |
|
36.68 % |
of total Revenue |
More Personal Computing |
|
21.04 % |
of total Revenue |
United States |
|
51.04 % |
of total Revenue |
Other Countries |
|
48.96 % |
of total Revenue |
Server Products and Cloud Services |
|
33.95 % |
of total Revenue |
Microsoft 365 Commercial Products and Cloud Services |
|
30.33 % |
of total Revenue |
Gaming |
|
9.45 % |
of total Revenue |
LinkedIn |
|
6.59 % |
of total Revenue |
Windows and Devices |
|
6.48 % |
of total Revenue |
Search and News Advertising |
|
5.11 % |
of total Revenue |
Enterprise and Partner Services |
|
2.72 % |
of total Revenue |
Dynamics Products and Cloud Services |
|
2.75 % |
of total Revenue |
Microsoft 365 Consumer Products and Cloud Services |
|
2.62 % |
of total Revenue |
Other |
|
0.01 % |
of total Revenue |
Microsoft Cloud |
|
58.74 % |
of total Revenue |
Select the Relationship:
|
|
Select the Category:
|
|
Customers Net Income grew in Q4 by |
Customers Net margin grew to |
15.54 % |
7.37 % |
Customers Net Income grew in Q4 by 15.54 % |
Customers Net margin grew to 7.37 % |
Microsoft's Comment on Sales, Marketing and Customers
We distribute software through OEMs that pre-install our software on new PCs,
tablets, servers, smartphones, and other intelligent devices that they sell
to end customers. The largest component of the OEM business is the Windows operating
system pre-installed on computing devices. OEMs also sell hardware pre-installed
with other Microsoft products, including server and embedded operating systems
and applications such as our Microsoft Office suite. In addition to these products,
we also market our services through OEMs and service bundles such as Windows
with Bing or Windows with Office 365 subscription.
There are two broad categories of OEMs. The largest OEMs, many of which operate
globally, are referred to as “Direct OEMs,” as our relationship
with them is managed through a direct agreement between Microsoft and the OEM.
We have distribution agreements covering one or more of our products with virtually
all of the multinational OEMs, including Acer, ASUS, Dell, Fujitsu, HTC, Hewlett-Packard,
LG, Lenovo, Samsung, Sony, Toshiba, and with many regional and local OEMs. The
second broad category of OEMs consists of lower-volume PC manufacturers (also
called “system builders”), which source their Microsoft software
for pre-installation and local redistribution primarily through the Microsoft
distributor channel rather than through a direct agreement or relationship with
Microsoft.
Many organizations that license our products and services through enterprise
agreements transact directly with us, with sales support from solution integrators,
independent software vendors, web agencies, and developers that advise organizations
on licensing our products and services (“Enterprise Agreement Direct Advisors”,
or “EDAs”). Organizations also license our products and services
indirectly, primarily through license solutions partners (“LSPs”),
distributors, value-added resellers (“VARs”), OEMs, system builder
channels, and retailers. Although each type of reselling partner reaches organizations
of all sizes, LSPs are primarily engaged with large organizations, distributors
resell primarily to VARs, and VARs typically reach small-sized and medium-sized
organizations. EDAs typically are also authorized as LSPs and operate as resellers
for our other licensing programs, such as the Select Plus and Open licensing
programs discussed under “Licensing Options” below. Some of our
distributors include Ingram Micro and Tech Data, and some of our largest resellers
include CDW, Dell, Insight Enterprises, and Software House International.
Our Microsoft Dynamics software offerings are also licensed to enterprises through
a global network of channel partners providing vertical solutions and specialized
services. We distribute our retail packaged products primarily through independent
non-exclusive distributors, authorized replicators, resellers, and retail outlets.
Individual consumers obtain these products primarily through retail outlets,
such as Wal-Mart, Dixons, and Microsoft retail stores. We distribute our hardware
products, including Surface, Xbox, phones, and PC accessories, through third-party
retailers and Microsoft retail stores. Our phones are also distributed through
global wireless communications carriers. We have a network of field sales representatives
and field support personnel that solicits orders from distributors and resellers,
and provides product training and sales support.
News about Microsoft Corporation Contracts |
LAS VEGAS Knowledge 2024 - Today at ServiceNow s annual customer and partner event, Knowledge 2024, ServiceNow (NYSE: NOW) and Microsoft Corp. (NASDAQ: MSFT) announced an expanded strategic alliance aimed at combining their industry-leading generative AI capabilities to enhance employee choice and flexibility. The new ServiceNow Now Assist and Microsoft Copilot integration will bring the power of two cutting-edge AI assistants into one seamless enterprise experience.Recent financial reports from Microsoft highlight the positive impact of this alliance on their corporate customers. Microsoft s corporate customers have experienced a significant rise in their cost of revenue, with a 2.95% increase in the third...
|
Microsoft's Comment on Sales, Marketing and Customers
We distribute software through OEMs that pre-install our software on new PCs,
tablets, servers, smartphones, and other intelligent devices that they sell
to end customers. The largest component of the OEM business is the Windows operating
system pre-installed on computing devices. OEMs also sell hardware pre-installed
with other Microsoft products, including server and embedded operating systems
and applications such as our Microsoft Office suite. In addition to these products,
we also market our services through OEMs and service bundles such as Windows
with Bing or Windows with Office 365 subscription.
There are two broad categories of OEMs. The largest OEMs, many of which operate
globally, are referred to as “Direct OEMs,” as our relationship
with them is managed through a direct agreement between Microsoft and the OEM.
We have distribution agreements covering one or more of our products with virtually
all of the multinational OEMs, including Acer, ASUS, Dell, Fujitsu, HTC, Hewlett-Packard,
LG, Lenovo, Samsung, Sony, Toshiba, and with many regional and local OEMs. The
second broad category of OEMs consists of lower-volume PC manufacturers (also
called “system builders”), which source their Microsoft software
for pre-installation and local redistribution primarily through the Microsoft
distributor channel rather than through a direct agreement or relationship with
Microsoft.
Many organizations that license our products and services through enterprise
agreements transact directly with us, with sales support from solution integrators,
independent software vendors, web agencies, and developers that advise organizations
on licensing our products and services (“Enterprise Agreement Direct Advisors”,
or “EDAs”). Organizations also license our products and services
indirectly, primarily through license solutions partners (“LSPs”),
distributors, value-added resellers (“VARs”), OEMs, system builder
channels, and retailers. Although each type of reselling partner reaches organizations
of all sizes, LSPs are primarily engaged with large organizations, distributors
resell primarily to VARs, and VARs typically reach small-sized and medium-sized
organizations. EDAs typically are also authorized as LSPs and operate as resellers
for our other licensing programs, such as the Select Plus and Open licensing
programs discussed under “Licensing Options” below. Some of our
distributors include Ingram Micro and Tech Data, and some of our largest resellers
include CDW, Dell, Insight Enterprises, and Software House International.
Our Microsoft Dynamics software offerings are also licensed to enterprises through
a global network of channel partners providing vertical solutions and specialized
services. We distribute our retail packaged products primarily through independent
non-exclusive distributors, authorized replicators, resellers, and retail outlets.
Individual consumers obtain these products primarily through retail outlets,
such as Wal-Mart, Dixons, and Microsoft retail stores. We distribute our hardware
products, including Surface, Xbox, phones, and PC accessories, through third-party
retailers and Microsoft retail stores. Our phones are also distributed through
global wireless communications carriers. We have a network of field sales representatives
and field support personnel that solicits orders from distributors and resellers,
and provides product training and sales support.
MSFT's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Microsoft Corporation |
3,078,458.96 |
270,965.00 |
96,321.00 |
228,000 |
Adobe Inc |
202,922.01 |
21,505.00 |
5,560.00 |
29,945 |
Best Buy Co inc |
19,084.77 |
45,072.00 |
1,448.00 |
85,000 |
Dell Technologies Inc |
83,381.67 |
92,483.00 |
-385.00 |
120,000 |
Hp Inc |
32,411.21 |
53,559.00 |
2,775.00 |
51,000 |
Intel Corporation |
84,658.93 |
53,101.00 |
-19,233.00 |
124,800 |
International Business Machines Corporation |
230,225.77 |
62,581.00 |
6,397.00 |
305,300 |
Netapp Inc |
27,064.40 |
6,549.00 |
1,475.00 |
11,800 |
Unisys Corp |
495.90 |
2,020.60 |
-387.90 |
16,500 |
Walmart Inc |
831,799.44 |
636,983.00 |
15,432.00 |
2,100,000 |
Xerox Holdings Corporation |
992.35 |
6,373.00 |
-113.00 |
42,300 |
Target Corporation |
60,585.72 |
107,570.00 |
4,370.00 |
415,000 |
Amazon com Inc |
2,497,844.25 |
637,959.00 |
59,248.00 |
1,525,000 |
Juniper Networks Inc |
12,082.32 |
5,033.40 |
250.20 |
11,144 |
Jabil Inc |
18,983.28 |
27,490.00 |
1,294.00 |
200,000 |
Itt Inc |
12,103.18 |
3,530.80 |
486.50 |
10,600 |
Lockheed Martin Corporation |
107,203.13 |
71,043.00 |
5,336.00 |
122,000 |
Boeing Co |
116,777.30 |
66,517.00 |
-11,829.00 |
171,000 |
Microchip Technology Incorporated |
27,971.67 |
4,756.70 |
308.80 |
22,300 |
Nasdaq Inc |
46,887.28 |
7,015.00 |
955.00 |
8,525 |
Cme Group Inc |
87,048.94 |
6,044.10 |
7,575.70 |
3,565 |
Intercontinental Exchange Inc |
96,286.29 |
11,902.00 |
2,802.00 |
13,222 |
Gamestop Corp |
11,875.85 |
4,334.00 |
63.00 |
8,000 |
Interpublic Group Of Companies Inc |
10,241.42 |
10,858.00 |
829.00 |
57,400 |
Omnicom Group Inc |
16,389.81 |
15,689.10 |
1,574.00 |
75,900 |
Ciena Corp |
13,043.58 |
4,014.96 |
83.96 |
8,000 |
Motorola Solutions inc |
82,621.84 |
8,725.00 |
1,180.00 |
21,000 |
Big Lots Inc |
14.73 |
4,514.02 |
-469.46 |
30,300 |
Leidos Holdings Inc |
19,391.15 |
16,277.00 |
1,199.00 |
47,000 |
Garmin Ltd |
41,672.78 |
5,955.80 |
1,517.83 |
16,200 |
Ncr Voyix Corporation |
1,853.85 |
385.00 |
640.00 |
0 |
Teradata Corporation |
3,238.37 |
1,818.00 |
265.00 |
8,400 |
Salesforce Inc |
315,748.00 |
33,684.00 |
2,007.00 |
72,682 |
Oracle Corporation |
491,314.32 |
87,769.00 |
8,796.00 |
159,000 |
Verizon Communications Inc |
168,788.75 |
134,237.00 |
10,262.00 |
105,400 |
At and t Inc |
179,190.88 |
122,060.00 |
10,427.00 |
149,900 |
T mobile Us Inc |
300,295.69 |
81,400.00 |
11,339.00 |
67,000 |
Ptc Inc |
20,403.24 |
2,320.50 |
397.17 |
7,501 |
Rtx Corporation |
172,469.15 |
80,738.00 |
5,013.00 |
185,000 |
Avid Technology Inc |
1,195.41 |
413.46 |
12.95 |
1,200 |
Sifco Industries Inc |
22.79 |
83.90 |
-9.64 |
404 |
Cboe Global Markets Inc |
22,040.52 |
4,943.30 |
780.40 |
1,647 |
Stonex Group Inc |
3,849.25 |
108,250.10 |
276.80 |
4,500 |
Marketaxess Holdings Inc |
7,378.69 |
813.16 |
278.67 |
881 |
Morningstar inc |
13,993.28 |
2,168.90 |
245.90 |
4,700 |
Moody s Corporation |
92,021.98 |
6,896.00 |
2,004.00 |
12,200 |
Value Line Inc |
320.69 |
41.84 |
22.24 |
122 |
Transunion |
18,642.11 |
4,060.10 |
241.10 |
4,000 |
Irobot Corporation |
277.68 |
817.35 |
-132.00 |
550 |
Electronic Systems Technology Inc |
0.00 |
1.75 |
-0.02 |
8 |
Kyndryl Holdings Inc |
9,873.51 |
15,107.00 |
138.00 |
80,000 |
Equifax Inc |
31,663.08 |
5,588.20 |
568.50 |
14,900 |
Adtran Holdings Inc |
896.11 |
1,231.10 |
-504.56 |
3,227 |
Bentley Systems Incorporated |
15,457.80 |
1,313.08 |
364.28 |
3,845 |
Alarm com Holdings Inc |
3,736.31 |
923.82 |
123.55 |
1,800 |
Aspen Technology inc |
16,895.89 |
1,140.15 |
6.13 |
1,187 |
Cleartronic Inc |
7.61 |
1.96 |
0.52 |
18 |
Domo Inc |
325.22 |
307.18 |
-112.93 |
958 |
Trubridge Inc |
365.52 |
337.81 |
-76.29 |
0 |
Egain Corporation |
187.76 |
90.01 |
5.84 |
544 |
Everbridge Inc |
1,446.57 |
451.02 |
-52.73 |
804 |
Falconstor Software Inc |
12.74 |
10.27 |
-1.20 |
165 |
Hubspot Inc |
41,710.80 |
2,505.39 |
-13.96 |
2,000 |
Liveperson Inc |
120.85 |
334.74 |
33.60 |
1,095 |
Manhattan Associates Inc |
11,055.07 |
1,042.35 |
218.36 |
1,800 |
Mcx Technologies Corporation |
0.37 |
0.69 |
-0.12 |
0 |
Microstrategy Incorporated |
66,011.49 |
465.66 |
-406.73 |
1,934 |
Carecloud Inc |
74.66 |
111.01 |
-39.14 |
0 |
Servicenow Inc |
212,877.08 |
10,984.00 |
1,425.00 |
22,668 |
Nutanix Inc |
16,398.03 |
1,635.89 |
-476.80 |
3,700 |
Paylocity Holding Corporation |
12,006.75 |
1,498.50 |
221.17 |
1,409 |
Progress Software Corp |
2,577.54 |
752.93 |
68.44 |
2,284 |
Block Inc |
55,024.81 |
23,861.53 |
1,099.63 |
3,154 |
Upland Software Inc |
116.81 |
278.47 |
-125.31 |
333 |
Model N Inc |
1,176.75 |
254.35 |
0.26 |
500 |
Ambarella Inc |
3,185.62 |
362.97 |
-53.47 |
915 |
Broadcom Inc |
1,126,472.20 |
51,574.00 |
5,895.00 |
24,000 |
Kimball Electronics Inc |
413.22 |
1,575.00 |
8.80 |
7,000 |
Maxlinear Inc |
1,387.50 |
359.78 |
-245.20 |
1,300 |
Ttm Technologies Inc |
2,606.65 |
2,621.90 |
181.77 |
27,000 |
Alpine 4 Holdings Inc |
0.00 |
103.73 |
-56.75 |
120 |
Amplitech Group Inc |
25.61 |
11.67 |
-7.94 |
25 |
Clearfield Inc |
490.56 |
167.37 |
-9.09 |
160 |
Celestica inc |
15,666.67 |
7,960.50 |
244.60 |
40,000 |
Franklin Wireless Corp |
60.93 |
34.46 |
-3.18 |
69 |
Gilat Satellite Networks Ltd |
420.51 |
266.09 |
23.50 |
400 |
Infinera Corporation |
1,558.85 |
1,458.85 |
-108.61 |
2,119 |
Pineapple Energy Inc |
0.02 |
59.29 |
-4.86 |
60 |
Lumentum Holdings Inc |
5,644.98 |
1,325.30 |
-166.40 |
1,500 |
Bigcommerce Holdings Inc |
536.52 |
328.54 |
-27.82 |
1,321 |
George Risk Industries Inc |
84.33 |
20.27 |
7.89 |
200 |
Dish Network Corp |
3,678.12 |
17,000.74 |
2,018.41 |
17,733 |
Utstarcom Holdings Corp |
24.70 |
15.39 |
-3.85 |
481 |
Viasat Inc |
1,433.96 |
4,527.27 |
-358.74 |
3,600 |
Vuzix Corp |
265.31 |
12.25 |
-47.02 |
55 |
Atlassian Corporation |
84,334.81 |
4,794.28 |
-346.14 |
5,000 |
Genpact Limited |
9,783.64 |
4,663.77 |
663.06 |
129,100 |
Infosys Limited |
90,644.16 |
18,562.00 |
3,169.00 |
346,845 |
Allied Esports Entertainment Inc |
37.22 |
8.30 |
-9.67 |
24 |
Wix com Ltd |
13,032.14 |
1,561.67 |
33.14 |
4,700 |
Vnet Group inc |
9,344.85 |
1,044.09 |
-365.81 |
1,060 |
Health Catalyst Inc |
347.54 |
302.06 |
0.15 |
1,300 |
Bill Holdings Inc |
6,788.07 |
1,386.18 |
81.86 |
2,187 |
Amdocs Limited |
9,956.78 |
5,004.99 |
496.32 |
29,000 |
Okta Inc |
16,667.93 |
2,533.00 |
-39.00 |
5,908 |
Dayforce Inc |
10,501.87 |
0.00 |
0.00 |
3,000 |
Dropbox Inc |
11,516.00 |
2,291.60 |
349.50 |
2,693 |
Elastic N v |
12,015.96 |
1,375.29 |
60.35 |
3,187 |
Gitlab Inc |
11,934.84 |
555.54 |
195.42 |
1,500 |
Qualtrics International Inc |
10,871.56 |
1,532.75 |
-1,028.12 |
4,800 |
Cyberark Software Ltd |
16,209.10 |
751.89 |
-66.50 |
1,644 |
Paycor Hcm Inc |
3,983.37 |
699.73 |
-21.43 |
2,000 |
Asana Inc |
5,382.39 |
599.08 |
-406.37 |
1,840 |
Smartsheet Inc |
8,055.04 |
889.96 |
-119.66 |
3,330 |
Clearwater Analytics Holdings Inc |
6,504.23 |
423.77 |
3.83 |
1,756 |
Sprout Social Inc |
1,884.07 |
391.50 |
-67.63 |
1,383 |
Squarespace Inc |
6,619.60 |
1,103.63 |
-4.97 |
1,100 |
Sprinklr Inc |
2,321.30 |
546.69 |
-189.92 |
3,869 |
Freshworks Inc |
5,528.36 |
683.98 |
-101.55 |
4,900 |
Dynatrace Inc |
18,575.22 |
1,563.59 |
482.32 |
4,700 |
Evercommerce Inc |
2,012.73 |
693.21 |
-52.19 |
2,100 |
Pagerduty Inc |
1,703.56 |
290.32 |
-96.52 |
1,182 |
Hello Group Inc |
3,053.93 |
1,690.49 |
274.89 |
1,121 |
Amplitude Inc |
1,559.02 |
289.97 |
-80.27 |
675 |
Select Medical Holdings Corp |
2,422.95 |
6,311.89 |
209.31 |
54,600 |
Expensify Inc |
340.37 |
137.07 |
-15.95 |
131 |
Innovid Corp |
390.13 |
25.86 |
-7.45 |
466 |
Red Violet Inc |
577.04 |
70.69 |
5.07 |
183 |
Kaltura Inc |
403.13 |
177.47 |
36.78 |
580 |
Monday com Ltd |
15,795.49 |
729.70 |
-1.88 |
1,700 |
Wimi Hologram Cloud Inc |
157.02 |
82.65 |
-72.06 |
65 |
Ironnet Inc |
0.37 |
27.66 |
-218.72 |
265 |
Premier Inc |
1,759.79 |
1,180.77 |
-2.45 |
2,900 |
Evolent Health Inc |
1,141.73 |
2,464.25 |
-72.23 |
4,700 |
Cisco Systems Inc |
252,056.53 |
52,976.00 |
9,393.00 |
90,400 |
Ziprecruiter Inc |
796.74 |
498.16 |
3.57 |
1,000 |
Bumble Inc |
1,026.00 |
1,083.63 |
-809.71 |
400 |
Momentive Global Inc |
1,365.89 |
389.64 |
-96.98 |
1,000 |
Vimeo Inc |
1,225.22 |
417.79 |
33.87 |
1,070 |
Decisionpoint Systems Inc |
127.61 |
60.65 |
-4.09 |
67 |
Globalfoundries Inc |
20,983.44 |
7,392.00 |
1,018.00 |
17,000 |
Micropac Industries Inc |
51.48 |
26.75 |
2.61 |
500 |
Eltek Ltd |
67.33 |
46.70 |
6.35 |
841 |
Audiocodes ltd |
395.37 |
244.38 |
8.78 |
1,700 |
Super Micro Computer Inc |
23,983.37 |
6,574.08 |
587.25 |
4,000 |
Hewlett Packard Enterprise Company |
28,358.66 |
30,127.00 |
2,579.00 |
61,000 |
Quantum Corp |
91.07 |
222.21 |
-60.81 |
770 |
Pure Storage Inc |
24,152.80 |
2,999.67 |
141.50 |
5,600 |
Extreme Networks Inc |
2,082.68 |
1,015.16 |
-121.75 |
2,656 |
Snap One Holdings Corp |
820.87 |
1,055.02 |
-17.85 |
1,610 |
Cambium Networks Corp |
42.61 |
170.47 |
-98.12 |
625 |
Casa Systems Inc |
3.41 |
249.41 |
-107.17 |
485 |
Wpp Plc |
53,418.30 |
14,844.80 |
197.20 |
100,000 |
Stagwell Inc |
705.68 |
2,707.40 |
42.94 |
13,000 |
SUBTOTAL |
9,084,993.34 |
3,022,911.56 |
167,731.91 |
7,655,497 |
|