In Microsoft’s FY24 Q1 results, they disclosed that the Teams number of users had reached 320 million monthly active users. That’s 80% of the overall number for Office 365 monthly active users. The two sets of numbers might not overlap precisely, but one thing’s for certain – Teams is driving a lot of growth and revenue for Microsoft.
Microsoft’s FY23 Q4 results wrapped up another strong year for Microsoft Cloud revenues. The $111.6 billion (actual) and $121.2 billion (run rate) results continue a strong record of growth. In other numbers, Entra ID now supports over 610 million monthly active users and EMS has over 256 million. All in all, lots of use for the Microsoft Cloud.
Booming Microsoft Cloud revenues and the growth of Office 365 paid seats to 382 million are highlights of Microsoft’s FY23 Q3 results. Other interesting topics included Teams reaching 300 million monthly active users, EMS getting to nearly 250 million users and some hints about how Microsoft will charge for products like Microsoft 365 Copilot when the AI-powered software becomes available.
Every thirteen weeks, Microsoft shares some numbers as part of its quarterly results. The FY23 Q2 data included a new Teams user number (280 million monthly active users) and some clues that Office 365 is approaching 400 million paid seats – or maybe active users. You can never quite tell from the data Microsoft releases. One thing’s for sure. The cloud market is slowing in line with the general economy, which means that Microsoft needs to extract more money from each user to offset the slowdown in seat growth.
Microsoft Cloud revenues reached $25.7 billion in Microsoft’s FY23 Q1 results. That sounds good, but it’s a slowing over the rate seen in previous quarters. It might be the case that the size of the installed base is not growing as quickly as it once did, but Microsoft is making sure that it extracts as much revenue as it can from its cloud customers. That’s a trend you can expect to continue
Microsoft’s FY22 Q4 results didn’t reveal too much in terms of real numbers for Office 365 users, or usage of individual workloads like Teams or SharePoint Online. We do know that the Microsoft Cloud segment reached the landmark of $100 billion in annualized run rate ($91.2 billion actual). How much of that is down to Office 365? That takes some guesswork, but we’ve done our best.