Microsoft Q4: strong cloud profits, with Windows and Xbox as well

Microsoft Just published The fourth and final quarter of its financial results 2025. The software maker achieved $ 76.4 billion of revenues and a net income of 27.2 billion dollars during the fourth quarter. Revenue increased by 18 percent, and net income increased by 24 percent.

Like Clockwork, cloud services are the strong point of microsoft revenue in this quarter. AZURE’s revenue has grown by 39 percent on an annual basis, and Microsoft Satya Nadella, “Azure, has exceeded $ 75 billion for this year, an increase of 34 percent.

Windows and surface revenue

The personal computer market still feels the effects of tariffs on Trump and consumer spending, while companies are looking to update computers before the end of Windows 10 support in October. As a result, Windows OEM revenues and devices revenue increased by 3 percent on an annual basis, driven by growth in Windows OEM revenues.

Gartner said earlier this month Computer shipments of more than 4 percent increased in the last quarter, thanks to the Windows 11 update course for desktop computers. Microsoft is primarily money from Windows through OEM revenues, which is the price that manufacturers pay for Windows license for laptops and computers.

while This time last year Microsoft’s surface revenue was a two -year decrease, and Microsoft began to combine Windows and Devices ILSE together during this last fiscal year, so it is still unclear how much Surface performance.

Microsoft has launched two new surface devices in the last quarter, although: 12 inch professional surface and LC computer surface 13 inches. Both devices were launched in the middle of this quarter, and therefore the full effect of sales on Windows OEM and device revenues will not be felt until next quarter.

Xbox content revenues and services services, which include Xbox Game Pass, increased by 13 percent in this quarter. Microsoft still does not reveal any new subscriber numbers in the Pass game, and it was the last time we got it on an update in February 2024, when Microsoft revealed its presence there was there 34 million subscribersIncluding Xbox Pass Core members.

Microsoft goes long forward with its strategy to bring more exclusive games from Xbox to PlayStation and Nintendo Switch last year. Sijlast: hellblade II He is Access to PS5 next monthBesides the original Gears As an initial version. Microsoft also launched Forza Horizon 5 On PS5 Earlier this year, as well as The second era of empires: a final editionand Omar Al -Asir: Re -evaluationAnd Indiana Jones and the Great Circle.

Although the step to bring more Xbox games to PlayStation has angered some fans, it has proven to be a successful option. Preparation for Indiana Jones and the Great Circle and Forza Horizon 5 Sony PlayStation Store topped Earlier this year, and Circana This week, Microsoft had six out of 10 games on PlayStation in the last quarter.

Xbox devices are still struggling. Xbox 22 revenues decreased this quarter, despite a crowded period to pass the game. Microsoft’s overall gaming revenue is 10 percent.

Microsoft Xbox everywhere strategy – What I was covering closely for me Noteman Newsletter Over the past year – it will also include Nintendo Switch 2 titles. We may see one during Nintendo’s Switch 2 Partner Direct Tomorrow.

In the future, microsoft also Going to Gamescom Next month, where those present will be allowed to play with the new Xbox Ally Handheld devices. A long -to -equal offer for a long equality Faris Faris: Silksong It will also be available on Rog Xbox Ally Handhelds, as well as “other surprises in the offer from our partners as well.”