** charts after earnings **
Microsoft beats by $0.07, beats on revs :
- Reports Q2 (Dec) earnings of $0.78 per share, excluding non-recurring items,$0.07 better than the Capital IQ Consensus of $0.71; revenues fell 1.7% year/year to $25.69 bln vs the $25.21 bln Capital IQ Consensus.
- Productivity and Business Processes revs of $6.69 bln versus guidance of $6.6-6.7 bln.
- Office commercial products and cloud services revenue grew 5% in constant currency driven by Office 365 revenue growth of nearly 70% in constant currency
- Office 365 consumer subscribers increased to 20.6 million
- Intelligent Cloud revs of $6.34 bln versus guidance of $6.2-6.3 bln
- Server products and cloud services revenue grew 10% in constant currency
- Azure revenue grew 140% in constant currency with revenue from Azure premium services growing nearly 3x year-over-year
- Personal Computing revs of $12.66 bln versus guidance of $12.0-12.4 bln.
- Windows OEM revenue declined 5% in constant currency, outperforming the PC market, driven by higher consumer premium and mid-range device mix
- Surface revenue increased 29% in constant currency driven by the launch of Surface Pro 4 and Surface Book
- Phone revenue declined 49% in constant currency reflecting our strategy change announced in July 2015
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