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[mayham2199]

FY26 Q1 - Press Releases - Investor Relations - Microsoft

FY26 Q1 - Press Releases - Investor Relations - Microsoft

www.microsoft.com

• · Windows OEM and Devices revenue increased 6%
• · Xbox content and services revenue increased 1% (relatively unchanged in constant currency)
• · Search and news advertising revenue excluding traffic acquisition costs increased 16% (up 15% in constant currency)

1% is pretty good.

 

[GHG]

1% is pretty good.

Not 30% is it though?

 

[Topher]

1% is pretty good.

 

[RoboFu]

probably should have added that. Xbox's 2024 fiscal year gaming revenue was $21.5 billion

 

[Topher]

 

[kaizenkko]

• · Xbox content and services revenue increased 1% (relatively unchanged in constant currency)

80 billion for 1% growth. Phil is a master of management!

 

[RetroGamingUK]

Xbox hardware down 29%

 

[GHG]

Xbox hardware down 29%

Great momentum going in to the unveiling and eventual release of Magnus.

 

[MrTired]

Xbox hardware down 29%

That's with the price of the hardware increasing as well. So unit sales will be down higher than 29%.

 

[RetroGamingUK]

Great momentum going in to the unveiling and eventual release of Magnus.

Magnus is likely 2 years away

 

[pudel]

Not 30% is it though?

30% margin is still achievable...kick everyone out....et voila! (just kidding)

 

[Mayar]

Xbox content and services revenue increased 1%

Xbox hardware down 29%

It's amazing, they reached 30% so quickly.

 

[Loomy]

Revenue *

 

[Kacho]

Did Microsoft anticipate hardware falling off this fast?

 

[lastmessiah]

You guys are really obsessed with MSFT financials.

 

[ChorizoPicozo]

"Saved" by the price increase

 

[mayham2199]

You guys are really obsessed with MSFT financials.

Did you also post this in the Capcom financials thread? Or does the trillion dollar company need you defending them full time?

 

[LordOcidax]

Not bad… I was expecting a lot worse.

 

[ChorizoPicozo]

You guys are really obsessed with MSFT financials.

you mean Xbox´s?

 

[Nydius]

My phone is being a slow ass right now so I can't look it up properly so I ask: How many straight quarters of hardware drops is this now?

I remember there was one quarter somewhere where they had a single digit uptick but since then it's been a near constant slide, with most of them being in double digits.

These same people legitimately believe people will be interested in spending well over a grand on their next "heavily curated" Xbox branded hardware in two years?

 

[Edmund]

You guys are really obsessed with MSFT financials.

 

[Jaybe]

Wow. They better hope COD BO7's launch beats COD BO6's launch when it's released next quarter or they will be putting up an embarrassing decline number

 

[The Mad Draklor]

You guys are really obsessed with MSFT financials.

Way to out yourself that it bothers you that deeply...

 

[SEGAvangelist]

It's not down!

 

[bender]

 

[lastmessiah]

Way to out yourself that it bothers you that deeply...

It doesn't bother me at all; I just find it amusing. Stay fascinated.

 

[Magic Carpet]

I had a tiny bit of hope when they first showed the 'Xbox Full Screen Experience"
XFSE?
Marketing, You gotta change the name for the love of your gamer posters.
Big Picture Mode? Thats not copy protected is it?

Anyway, after seeing the ROG in action with that XFSE I'm not so upbeat on the future of what you have going on there.

 

[Loomy]

Did Microsoft anticipate hardware falling off this fast?

Last 2 years? Probably.

 

[Fake]

1% is not amazing, not bad.

 

[HeisenbergFX4]

 

[The Mad Draklor]

It doesn't bother me at all; I just find it amusing. Stay fascinated.

It is fascinating. By "it", I mean you confusing mere commentary for "obsession"...

 

[Jaybe]

Total Microsoft Gaming is down -2% with hardware and content combined

 

[Mattyp]

Xbox hardware down 29%

Really shows how much software has improved for no drop in revenue.

Why is Azures 40% growth not being reported? Shittest thread.

 

[Kacho]

Why is everyone rooting for Xbox to fail? You must hate gaming.

 

[Topher]

You guys are really obsessed with MSFT financials.

Financial threads across multiple companies have been thread topics for a couple of decades now.

 

[DenchDeckard]

So they've killed hardware and remain more or less flat. Yeah consoles are probably dead, I dunno how they think they can make gamepass work. I do feel like MS and Nvidia needs some humbling. Knocked down a few pegs.

 

[Botan32]

It's no surprise that the next Xbox will be a PC, given the disastrous sales of the Xbox Series.

 

[Topher]

Total Microsoft Gaming is down -2% with hardware and content combined

So hardware losses are killing revenue growth

 

[mayham2199]

Really shows how much software has improved for no drop in revenue.

Why is Azures 40% growth not being reported? Shittest thread.

I created the thread to talk about Xbox and the gaming division. I don't give a shit about Azure.

 

[RetroGamingUK]

Really shows how much software has improved for no drop in revenue.

Why is Azures 40% growth not being reported? Shittest thread.

Forza Horizon 5 on PS5 doing the legwork.

 

[GHG]

You guys are really obsessed with MSFT financials.

As everyone should be considering Microsoft make up such a large percentage of the S&P.

 

[yurinka]

Not 30% is it though?

They are aiming to have a 30% of profit (and I assume that after a few years, not this quarter), not a 30% increase in revewnue.

 

[Jaybe]

So hardware losses are killing revenue growth

Yeah, I guess +1% for content is technically growth but I'm sure Amy isn't pleased

 

[GHG]

They are aiming to have a 30% of profit, not a 30% increase in revewnue.

 

[Shubh_C63]

1% ?

Be ready for Xbox to shatter records and double their profits from 2025.

 

[FalsettoVibe]

Why is everyone rooting for Xbox to fail? You must hate gaming.

Who's rooting for them to fail? Is there a tinge of negativity? Yeah. But then again, GAF can be a bit negative about everything.

 

[Kagoshima_Luke]

That second HW price increase now makes sense.

 

[reinking]

You guys are really obsessed with MSFT financials.

Financials get posted for all video game companies here.

 

[Seiryu21]

Financials get posted for all video game companies here.

It's apparently in poor taste to discuss the financials of the largest publisher in gaming on a gaming forum.

 

[cebri.one]

Zero growth after 100 billion in acquisitions. After the Activision revenues no longer add, there is no growth at all.