Microsoft Q4 FY 11 Earnings and the Enterprise
Microsoft’s press release on their earnings is here. A link to the recorded conference call is also available from that page.
Overall, sales were up 12% and net profit was up 23% on record $17.37B in revenue for the quarter. But once again, we’re interested in how Microsoft is doing in the enterprise productivity space.
Business Division quarterly revenue was up 7% over last year and yearly revenue was $22B, a 16% increase over last years stellar numbers. All the business servers had double digit growth - 20% on average. Business purchases of Microsoft Office and Office Servers such as SharePoint, Lync, and Dynamics grew 27%. Office 365 is early, having released last month, but is doing well focused on the small and medium business but no specific numbers were announced. For larger enterprises, Office365 represents an option for making external collaboration easier.
Multiyear enterprise commitments grew to $17.1B in deferred revenue - supporting the stickiness of enterprise commitment to Microsoft technologies.
Windows Server & Tools business grew 12% vs last year. Windows Server & System Center revenues grew 20%. SQL Server Premium revenue grew almost 20%.
Business PC growth was 8%. Windows 7 enterprise deployments increased 50% since March. 27% of enterprise desktops have Windows 7 and 90% committed to deploying it.
Overall, this data shows Microsoft remains a core part of every enterprise and they are extending their lead into small and medium businesses with their cloud services.
