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Microsoft Corp Q2 2021 Earnings Call Transcript

Published Jan 26, 2021

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Abstract:

Edited Transcript of MSFT.OQ earnings conference call or presentation 26-Jan-21 10:30pm GMT

Report Type:

Transcript

Source:

Thomson StreetEvents

Company:

Microsoft Corp

Ticker

MSFT.OQ

Time

10:30pm GMT

Format:

PDF

The following is excerpted from the question-and-answer section of the transcript. (Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session) Question: Karl Emil Keirstead - UBS Investment Bank, Research Division - Analyst : Amy, I wanted to ask you about the PBP guide for your third quarter or the March quarter. It was comfortably above where everybody, I think, is modeling. And in particular, I wanted to ask you about Office 365. Of all the businesses, the larger ones in Microsoft, most saw upside in this recent quarter except perhaps for Office 365, where, despite the migration to E5 and despite the free-to-paid seat conversion, we really didn't see an acceleration in Office 365. I'm wondering if you could perhaps unpack that and describe why. And part 2 to the question is your guide for that segment is so good in the March quarter that one would infer that the Office 365 growth is likely to accelerate in March. I'm wondering if you could confirm whether that's a reasonable assumption.

The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Karl Emil Keirstead - UBS Investment Bank, Research Division - Analyst : Amy, I wanted to ask you about the PBP guide for your third quarter or the March quarter. It was comfortably above where everybody, I think, is modeling. And in particular, I wanted to ask you about Office 365. Of all the businesses, the larger ones in Microsoft, most saw upside in this recent quarter except perhaps for Office 365, where, despite the migration to E5 and despite the free-to-paid seat conversion, we really didn't see an acceleration in Office 365. I'm wondering if you could perhaps unpack that and describe why. And part 2 to the question is your guide for that segment is so good in the March quarter that one would infer that the Office 365 growth is likely to accelerate in March. I'm wondering if you could confirm whether that's a reasonable assumption.

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MLA:	Thomson StreetEvents. "Microsoft Corp Q2 2021 Earnings Call Transcript" Jan 26, 2021. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2021-Microsoft-Corp-Earnings-Call-T13588591>

APA:	Thomson StreetEvents. (2021). Microsoft Corp Q2 2021 Earnings Call Transcript Jan 26, 2021. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2021-Microsoft-Corp-Earnings-Call-T13588591>

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Microsoft Corp Q2 2021 Earnings Call Transcript

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