Invest Shift 株式投資ブログ


Microsoft(MSFT)2019Q4決算 好決算


・発表日 2019/7/17 アフターマーケット
・売上 $33.72B +12.1% コンセンサス予想より+$920M
・non-GAAP EPS $1.37 コンセンサス予想より+$0.16
GAAP EPS $1.71 コンセンサス予想より+$0.50

GAAP net income $13.18B
・gross margin $23.3B +15%
・2020Q1 予想売上 $31.8B〜32.4B(コンセンサス予想 $31.99B)

・決算発表後の株価 アフターマーケットで+2.44%
・2020FYコンセンサス予想PER 136.42/5.10=26.74
・2021FYコンセンサス予想PER 136.42/5.79=23.56


Microsoft Teamsも絶好調です。

Microsoft Teams has had a breakout year. Teams now has more than 13 million daily active users and 19 million weekly active users. It brings together everything a team needs, chat, voice, meetings, collaboration with the power of Office apps, and the business process workflows, into a single, integrated user experience scaffolding, eliminating the need for discreet apps that only increase an organization’s security and compliance exposure. And we’re broadening our opportunity, bringing Teams to new and underpenetrated markets including healthcare, hospitality and retail, as well as firstline workers. We are empowering them with mobile tools in Teams, like shift scheduling and priority notifications.


セグメントは「Productivity and Business Processes(Office365など)」「Intelligent Cloud(Azureなど)」「More Personal Computing(Surfaceなど)」です。 

「Productivity and Business Processes」

売上 $11B +14%(為替を除くと+17%) 利益 $4.34B +25.3%

Office Commercial Products 売上 +14%(為替を除くと+16%

Office 365 Commercial 売上 +31%(為替を除くと+34%

Office Consumer Products 売上 +6%(為替を除くと+8%

LinkedIn 売上 +25%(為替を除くと+28%

Dynamics products and commercial services 売上 +12%(為替を除くと+15%

Dynamics 365 売上 +45%(為替を除くと+48%

「Intelligent Cloud」

売上 $11.4B +19%(為替を除くと+21%) 利益$4.5B +15.4%

Azure 売上 +64%(為替を除くと+68%

「More Personal Computing」

売上 $11.3B +4%(為替を除くと+6%) 利益$3.55B +18.1%

Windows Commercial products and cloud services 売上 +13%(為替を除くと+16%

Surface 売上 +14%(為替を除くと+17%

Gaming 売上 -10%(為替を除くと-8%


Productivity and Business Process 予想売上 $10.7〜10.9B

Intelligent Cloud 予想売上 $10.3〜10.5B

More Personal Computing 予想売上 $10.7〜11B



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