Fourth Quarter Fiscal Year 2014 Results

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Presentation transcript:

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

Computing and Gaming Hardware Results driven by higher Surface and Xbox platform revenue

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

D&C Other Results driven by search advertising and Office 365 Consumer

Commercial

Commercial Segments Customers adopting hybrid cloud solutions

Other Financial Highlights

Appendix

Reconciliation of GAAP and non-GAAP Financial Measures

Noted Items Definitions

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

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

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