CLAIM #44526 · Microsoft Corporation (MSFT) · 2023Q4 earnings call · Jul 25, 2023 · due Jun 30, 2024
“Then in the second half of the next fiscal year, we'll start getting some of the real revenue signal from it.”
Satya Nadella · CEO
CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
we'll start getting some of the real revenue signal from it
Reported
Office 365 commercial revenue increased 15%, in line with expectations, driven by healthy renewal execution, ARPU growth from continued E5 momentum and early Copilot for Microsoft 365 progress
How to check this claim
Look at: Revenue contribution attributable to the referenced product/initiative, as disclosed or discussed by management
It came true if: Management commentary or disclosed figures indicate a discernible, material revenue signal (e.g., explicitly quantified contribution or growth attributed to it) during H2 FY2024 (roughly Jan 2024-Jun 2024)
Where: Company earnings calls and shareholder letters covering Q3 and Q4 FY2024 (quarters ending March 2024 and June 2024)
Verify independently
SEC filings for MSFT ↗ · Claim quote is verbatim from the 2023Q4 earnings call.