FY14 Q1 - Devices and Consumer Licensing Performance - Investor Relations – Microsoft

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Earnings Release FY14 Q1

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Devices and Consumer Licensing Performance

Revenue impacted by device market trends

  • Windows OEM revenue
  • Windows OEM Pro revenue, up 6%; second consecutive quarter of growth
  • Windows OEM non-Pro revenue, down 22%; several points better than expected
  • Excluding the impact of China, non-Pro revenue declined 17%
  • Office Consumer revenue
  • Revenue declined although attach increased in the quarter
  • Impact of the shift to Office 365 Home Premium was generally in line with expectations

D&C Licensing revenue decreased $335 million or 7%, due mainly to lower revenue from licenses of Windows OEM and Consumer Office, offset in part by increased Windows Phone revenue. Windows OEM revenue declined $237 million or 7%, reflecting a 22% decrease in OEM non-Pro revenue, offset in part by a 6% increase in OEM Pro revenue. Consumer Office revenue declined $217 million or 23%. These decreases resulted primarily from the impact on revenue of a decline in consumer demand. In the case of Consumer Office, the decline was also influenced by the transition of customers to O365 Home Premium, offset by increased levels of Office attached to devices shipped. Windows Phone revenue increased $102 million, including an increase in patent licensing revenue.

D&C Licensing gross margin decreased $178 million or 4%, due to decreased revenue, offset in part by a $157 million or 27% decrease in cost of revenue. D&C Licensing cost of revenue decreased, due mainly to lower traffic acquisition costs.

IMPORTANT NOTICE TO USERS (summary only, click here  for full text of notice); All information is unaudited unless otherwise noted or accompanied by an audit opinion and is subject to the more comprehensive information contained in our SEC reports and filings. We do not endorse third-party information. All information speaks as of the last fiscal quarter or year for which we have filed a Form 10-K or 10-Q, or for historical information the date or period expressly indicated in or with such information. We undertake no duty to update the information. Forward-looking statements are subject to risks and uncertainties described in our  Forms 10-Q and 10-K.

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FY14 Earnings Release Schedule

  • Q2-Thursday, January 23
  • Q3-Thursday, April 24
  • Q4-Tuesday, July 22

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