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Fourth Quarter Fiscal Year 2014 Results
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Fourth Quarter Fiscal Year 2014 Results

Feb 16, 2016

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Fourth Quarter Fiscal Year 2014 Results. Agenda. Q4 Financial Summary . Impact of Acquired NDS Business . Q4 Results vs Guidance. Quarterly Highlights Cloud adoption drives strong Q4 results. Devices & Consumer. D&C Licensing Developed markets driving growth in Windows and Office. - PowerPoint PPT Presentation
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Page 1: Fourth Quarter   Fiscal Year 2014 Results

Fourth Quarter Fiscal Year 2014 Results

Page 2: Fourth Quarter   Fiscal Year 2014 Results
Page 3: Fourth Quarter   Fiscal Year 2014 Results

Agenda

Page 4: Fourth Quarter   Fiscal Year 2014 Results

Q4 Financial Summary

Page 5: Fourth Quarter   Fiscal Year 2014 Results

Impact of Acquired NDS Business

Page 6: Fourth Quarter   Fiscal Year 2014 Results

Q4 Results vs Guidance

Page 7: Fourth Quarter   Fiscal Year 2014 Results

Quarterly Highlights Cloud adoption drives strong Q4 results

Page 8: Fourth Quarter   Fiscal Year 2014 Results

Devices & Consumer

Page 9: Fourth Quarter   Fiscal Year 2014 Results

D&C LicensingDeveloped markets driving growth in Windows and Office

Page 10: Fourth Quarter   Fiscal Year 2014 Results

Computing and Gaming HardwareResults driven by higher Surface and Xbox platform revenue

Page 11: Fourth Quarter   Fiscal Year 2014 Results

Phone HardwareNew segment to report results of acquired NDS business post 4/25/2014 deal close

Page 12: Fourth Quarter   Fiscal Year 2014 Results

D&C OtherResults driven by search advertising and Office 365 Consumer

Page 13: Fourth Quarter   Fiscal Year 2014 Results

Commercial

Page 14: Fourth Quarter   Fiscal Year 2014 Results

Commercial SegmentsCustomers adopting hybrid cloud solutions

Page 15: Fourth Quarter   Fiscal Year 2014 Results

Other Financial Highlights

Page 16: Fourth Quarter   Fiscal Year 2014 Results

Appendix

Page 17: Fourth Quarter   Fiscal Year 2014 Results

Reconciliation of GAAP and non-GAAP Financial Measures

Page 18: Fourth Quarter   Fiscal Year 2014 Results

Noted Items Definitions

Page 19: Fourth Quarter   Fiscal Year 2014 Results

Reconciliation of GAAP and non-GAAP Financial Measures (Q4)

Page 20: Fourth Quarter   Fiscal Year 2014 Results

Reconciliation of GAAP and non-GAAP Financial Measures (2014)

Page 21: Fourth Quarter   Fiscal Year 2014 Results