microsoft continues to invest in media. shows strong growth

Posted on July 23, 2010

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another qtrly loss of $600 Million?

unpacking the microsoft advertising numbers you get a slightly different picture:

1. windows live – roughly 20% of windows revenues are originated from windows commercial sales and windows live, making it roughly $900 million from the $4.5 Billion. assuming that only 30% is advertising revenues, that would provide and additional $300 Million in revenues for the qtr.

2. advertising sales – stripping out the old ms isp services, $494 was advertising only revenue this qtr. important to note the 19% growth this qtr on last qtr.

that means tota revenues for the qtr are just shy of $800M or an annualised run rate of $3.2Billion from advertising.

most interesting was the R&D number against advertising revenues. around $320M per qtr

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