This brief reports what Microsoft's 8-K earnings release, filed 2025-04-30, states, and nothing else. Every item below is a sentence the filing contains, quoted exactly and verified character-for-character against the document fetched from EDGAR. No inference is drawn and no claim is made about what any figure means.
The figures
| Metric | Value | Period |
|---|---|---|
| Microsoft Cloud | 22% | Three Months Ended March 31, 2025 |
| Microsoft 365 Commercial products and cloud services | 14% | Three Months Ended March 31, 2025 |
| Microsoft 365 Commercial cloud | 15% | Three Months Ended March 31, 2025 |
| Microsoft 365 Consumer products and cloud services | 12% | Three Months Ended March 31, 2025 |
| Microsoft 365 Consumer cloud | 12% | Three Months Ended March 31, 2025 |
| 8% | Three Months Ended March 31, 2025 | |
| Dynamics products and cloud services | 13% | Three Months Ended March 31, 2025 |
| Dynamics 365 | 18% | Three Months Ended March 31, 2025 |
| Server products and cloud services | 24% | Three Months Ended March 31, 2025 |
| Azure and other cloud services | 35% | Three Months Ended March 31, 2025 |
| Windows OEM and Devices | 3% | Three Months Ended March 31, 2025 |
| Xbox content and services | 9% | Three Months Ended March 31, 2025 |
| Search and news advertising excluding traffic acquisition costs | 23% | Three Months Ended March 31, 2025 |
| Impact | 7% | Three Months Ended March 31, 2025 |
Every figure above is quoted from the filing; the sentence it was read from appears under its beat below.
The evidence, by beat
competitive displacement / win-loss / platform consolidation
Microsoft Cloud 20% 2% 22%
Scope: Constant Currency.
Microsoft 365 Commercial products and cloud services 11% 3% 14%
Scope: Constant Currency.
Microsoft 365 Commercial cloud 12% 3% 15%
Scope: Constant Currency.
Microsoft 365 Consumer products and cloud services 10% 2% 12%
Scope: Constant Currency.
Microsoft 365 Consumer cloud 10% 2% 12%
Scope: Constant Currency.
LinkedIn 7% 1% 8%
Scope: Constant Currency.
Dynamics products and cloud services 11% 2% 13%
Scope: Constant Currency.
Dynamics 365 16% 2% 18%
Scope: Constant Currency.
Server products and cloud services 22% 2% 24%
Scope: Constant Currency.
Azure and other cloud services 33% 2% 35%
Scope: Constant Currency.
Windows OEM and Devices 3% 0% 3%
Scope: Constant Currency.
Xbox content and services 8% 1% 9%
Scope: Constant Currency.
Search and news advertising excluding traffic acquisition costs 21% 2% 23%
Scope: Constant Currency.
Percentage Change Y/Y Constant Currency 13% 22% 7%
guidance raised/cut, outlook change
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
Verification ledger
- 14 statements proposed by the extractor
- 14 verified verbatim against the fetched filing (100%)
- 0 discarded — not quotable character-for-character
The verbatim check contains no model: the extractor proposes a statement, and a deterministic substring match against the fetched text decides whether it is admissible. A proposal that does not verify is dropped.
This brief publishes no inference and no synthesis. The publication's inference layer must clear a measured second-lab confirmation threshold before it may appear; it has not, so it is absent by rule rather than by omission.