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  • Microsoft Fiscal Year 2025 Fourth Quarter Earnings Conference Call
    Fabric OneLake spans all databases and clouds, including semantic models from Power BI And therefore, it is the best source of knowledge and grounding for AI applications and context engineering Azure Databricks and Snowflake on Azure both accelerated as well Cosmos DB and Azure PostgreSQL are both powering mission-critical workloads at scale
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    To present this information, current and comparative prior period results for entities reporting in currencies other than United States dollars are converted into United States dollars using the average exchange rates from the comparative period rather than the actual exchange rates in effect during the respective periods
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    With Azure AI, we are making these models available as platforms for our customers We offer the best selection of frontier and open-source models from both Microsoft as well as partners like OpenAI, Cohere, Chase, Meta and Mistral, which customers are using to build their own apps while meeting specific cost, latency and performance needs
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    Business Outlook Microsoft will provide forward-looking guidance in connection with this quarterly earnings announcement on its earnings conference call and webcast Quarterly Highlights, Product Releases, and Enhancements Every quarter Microsoft delivers hundreds of products, either as new releases, services, or enhancements to current products and services These releases are a result of
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    Take ServiceNow, which covers customer service, human resource management and workplace services, or Adobe, which gives you detailed metrics and intelligent analysis to understand your audience, which can help you and your team build world class marketing, design, and visual content
  • Microsoft Fiscal Year 2024 Fourth Quarter Earnings Conference Call
    Xbox content and services revenue increased 61%, slightly ahead of expectations, with 58 points of net impact from the Activision acquisition Stronger-than-expected performance in first-party content was partially offset by third-party content performance Xbox hardware revenue decreased 42% and 41% in constant currency
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    Business Outlook Microsoft will provide forward-looking guidance in connection with this quarterly earnings announcement on its earnings conference call and webcast Quarterly Highlights, Product Releases, and Enhancements Every quarter Microsoft delivers hundreds of products, either as new releases, services, or enhancements to current products and services These releases are a result of
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    The net impact includes adjusting for the movement of Activision content from our prior relationship as a third-party partner to first-party At a company level, Activision contributed approximately 4 points to revenue growth, was a 2 point drag on adjusted operating income growth, and a negative 5 cent impact to earnings per share
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    Microsoft has provided non-GAAP financial measures related to the transfer of intangible properties to aid investors in better understanding our performance Microsoft believes these non-GAAP measures assist investors by providing additional insight into its operational performance and help clarify trends affecting its business
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    A reminder that this net impact includes adjusting for the movement of Activision content from our prior relationship as a third-party partner to first-party, and also includes $935 million from purchase accounting adjustments, integration, and transaction-related costs





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