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Microsoft Earnings FY16 Q2, Office 365 up 70%, Azure revenue up 140%

Some highlights for Office 365 and Unified Communications:

“Office 365 commercial revenue grew nearly 70 percent in constant currency, while seats grew 59 percent.”

“We’re also enthusiastic about how people use Office on other platforms. On iOS and Android, Skype has more than 900 million downloads and Office apps surpassed 340 million this quarter. There are also over 30 million iOS and Android active devices running Outlook.”

“In December, we released a major update to Skype for Business which drives productivity up and costs down. Our customers can now use Skype for Business to get a dial tone without the need of their own PBX and conduct online meetings for up to 10,000 attendees.”

“Security is both a mandate and an opportunity for Microsoft across all our segments. As customers look to protect themselves, we are creating new demand for all of our security solutions. The number of people using our information protection capabilities built into Office 365 increased 25 percent quarter over quarter. At the same time, we

released new capabilities like Advanced Threat Protection, Advanced e-Discovery, and Customer Lockbox.”

“Azure revenue grew 140% in constant currency with revenue from Azure premium services growing nearly 3x year-over-year”

Earnings Call Transcript

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