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Microsoft reports $22.6B in Q4 revenue

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Re: Microsoft reports $22.6B in Q4 revenue

#91

Post by dragonwriter »

cmdrfred wrote: post #90
dragonwriter wrote: post #86

Earlier quoted context omitted.

In Office Professional Plus, PowerPivot. IIRC, LO/OOo have much poorer support for tables and table formulae than Excel, as well.

What percentage of the user base uses that functionality? Especially considering that at the point you require the ability to "import millions of rows of data from multiple data sources into a single Excel workbook" you should probably be using a proper database and stop playing around.

> What percentage of the user base uses that functionality?

Tables or PowerPivot? I'd say a substantial share of the institutions purchasing Office Professional Plus are using at least one of the two in important processes, even if only a small number of users are directly aware of it.

> Especially considering that at the point you require the ability to "import millions of rows of data from multiple data sources into a single Excel workbook" you should probably be using a proper database and stop playing around.

PowerPivot is (built on, at least, the feature includes more than just the database) a proper column-oriented OLAP database.

Re: Microsoft reports $22.6B in Q4 revenue

#92

Post by Naga »

samfisher83 wrote: post #89
Naga wrote: post #46

Earlier quoted context omitted.

Revenue deferral is a very strange term. What basically happened is Microsoft claims Windows 10 is free and gives it away to everyone, hence the non-GAAP income. However, under GAAP, they are not actually giving Windows 10 away for free. Instead, they book revenue from Windows 10 but because they aren't charging for it, they must expense it as a promotional activity. What part of this is a revenue deferral? Nowhere,…

Revenue deferral is not strange. It probably is a company has prepaid for licenses. Licenses can't be counted as revenue until it is delivered to them. However the cash can be collected early.

I meant it is a strange way of referring to items given away for free.

Re: Microsoft reports $22.6B in Q4 revenue

#93

Post by Dwolb »

samfisher83 wrote: post #87
Dwolb wrote: post #51

Earlier quoted context omitted.

Sure that's the cash flow statement. When looking at free cash flows one would take into account changes in net working capital and adjust accordingly.

From investopedia: Free cash flow is most commonly defined as operating cash flow minus capital expenditures You would need to make adjustments to the cash flow if you wanted to account for the extra liabilities since that doesn't use cash in the current quarter. My point is cash flow can be manipulated just like income statements. You really need to look at income statement, cash flow, and balance sheet to know what…

That's the investopedia definition.

Here's an alternate definition (and you'd adjust based on a given industry or company)

Start with Net income + expenses not using cash (such as depreciation and amortization) - revenues not providing cash (such as recognition of deferred revenues) - increase in working capital or + decrease in working capital - increase in required cash balances or + decrease in required cash balances + interest paid in cash (recall that all firms must disclose this number) - interest tax shield (the tax “savings” from financing charges due to the tax deductibility of interest) - long term capital investment (including, but not limited to capital expenditures or “CAPEX”) + cash from sales of assets (including sales of PPE)

= Free Cash Flows to the Unlevered Firm

You'd continue on with more calculations to get to free cash flows to common equity or whatever you're interested in.

Re: Microsoft reports $22.6B in Q4 revenue

#95

Post by slededit »

dingo_bat wrote: post #37
slededit wrote: post #20

Earlier quoted context omitted.

Start menu searches are also cortana searches.

Start menu searches are not "asking Cortana questions".

Do you use windows 10? Click the start menu and your caret is immediately in the cortana search box. The grey prompt text says "I'm cortana ask me anything". It works the same if you press the window key on your keyboard.

Re: Microsoft reports $22.6B in Q4 revenue

#96

Post by dingo_bat »

slededit wrote: post #95
dingo_bat wrote: post #37

Earlier quoted context omitted.

Start menu searches are not "asking Cortana questions".

Do you use windows 10? Click the start menu and your caret is immediately in the cortana search box. The grey prompt text says "I'm cortana ask me anything". It works the same if you press the window key on your keyboard.

I was referring to the search performed when you open the start menu and start typing. It doesn't seem like a Cortana "question".
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