Revenue breakdown: Intelligent Cloud, $11.39B (+19 Y/Y; consensus: $11.04B); More Personal Computing, $11.28B (+4% Y/Y; consensus: $10.99B); Productivity and Business Processes, $11.05B (+14% Y/Y; consensus: $10.73B).
In Productivity and Business, Office Commercial revenue grew 14% Y/Y, Office Consumer gained 6%, and LinkedIn increased 25%.
Commercial Cloud revenue grew 36% Y/Y to $11B.
Capital expenditures totaled $4.05B compared to the $4.22B estimate.
Guidance will come on the earnings call at 5:30 PM ET with a webcast here.