Everything is up
To sum up quickly, Microsoft's revenue in Q4 was up across all areas of the business. For the three months ending 30 June revenue jumped 17 per cent year on year to $30.1bn, and operating income grew 35 per cent to $10.4bn (£30.6bn).
Microsoft is less specific about individual elements of its business, but Office 365 revenue was up 38 per cent, Dynamics 365 was up 61 per cent, and server products and cloud services jumped 26 per cent. The Surface family and Microsoft Azure also saw growth (more on these later).
Microsoft doesn't reveal exact revenue numbers for most of its specific products, but groups them into three categories - Productivity and Business Processes, Intelligent Cloud and More Personal Computing.
More Personal Computing (which includes the likes of Windows, Surface hardware and Xbox) has always been, and still is, the largest contributor to overall revenue. But the revenue split between the three units is now more even than ever.
Productivity and Business Processes (which includes Dynamics, Office 365 etc) reported revenue of £9.7bn, Intelligent Cloud (which encompasses Azure and server solutions) raked in £9.6bn and More Personal Computing brought in £10.8bn.
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Since taking over from old-school CEO Steve Bullmer, Satya Nadella has masterminded a Microsoft renaissance which has seen it turn its attention away from legacy software and towards cloud and subscription services.
In his four and a half years in charge, Microsoft's valuation has tripled, culminating in it hitting $800bn for the first time in July. The vendor also surpassed its dot com-era valuation for the first time under his stewardship.
The strong Q4 performance meant that the last financial year was the first in which Microsoft has reported a revenue of over $100bn.
Azure is not slowing down
Azure is undoubtedly the area of most interest within Microsoft's portfolio, but the outside world has not yet been given a totally transparent view of how the public cloud unit is performing.
What Microsoft did say in its Q4 report is that Azure revenue was up 89 per cent year on year in the quarter - continuing a run that has seen its revenue virtually double in each of the last few quarters.
The Intelligent Cloud unit, of which Azure is part, saw sales jump 23 per cent to $1.8bn. More specifically, Azure is grouped in the unit with "server products and cloud services", which saw revenue increase 26 per cent to $1.7bn.
Surface bounces back
Microsoft's Surface family has endured a relatively unspectacular spell over recent months, with Canalys even predicting that Microsoft will ditch the unit in 2019.
But the hardware group returned to growth in Q3 and continued this trend in Q4, aided by a makeover to the portfolio. The Surface Laptop launched last year, and just a matter of weeks ago Microsoft announced the Surface Go to continue the revamp.
In Q4 Surface revenue was up 25 per cent year on year, which Microsoft attributed to a "strong performance of the latest editions in the portfolio against a low prior year comparable".
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