Microsoft serves up lots of Teams numbers to demonstrate growth (except the latest number of users)
Summary
Officials did, however, deliver a host of Teams numbers in the name of showing continued growth of the platform and helping customers "do more with less." Chief Financial Officer Amy Hood did say on the earnings call today that the highest-priced and most fully featured E5 SKU of Microsoft 365/Office 365 is now 12 percent of the commercial installed base. Officials said Microsofts commercial bookings were up, passing expectations, largely due to larger, long-term Azure contracts. Hood did tell analysts on the earnings call that despite continuing macro-environment challenges, Microsoft is expecting double-digit revenue and operating income growth in constant currency in its fiscal 2023 (which began July 1, 2022). However, she also said that Microsofts Surface, Xbox and Windows businesses all will likely decline in the low single digits in Q1 FY23.
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