Microsoft (MSFT)’s LinkedIn Launches BrandWorks, Targets $100 Million Annualized Revenue Run Rate
Microsoft’s LinkedIn unit is expanding beyond core software and cloud growth drivers by launching BrandWorks, a marketing-focused team designed to improve ad campaign performance for business advertisers. Reuters reported the initiative could generate a $100 million annualized revenue run rate next fiscal year, signaling another monetization avenue inside Microsoft’s broader ecosystem. The article also highlights Microsoft’s recent strong fundamentals: fiscal Q3 revenue of $82.9 billion, Azure growth of 40% year over year, EPS of $4.27 versus $4.06 expected, and AI annualized revenue run rate surpassing $37 billion. LinkedIn’s creator-ad program Top Voices 360 contributed more than $20 million in revenue over the past year, while BrandLink revenue is expected to nearly triple. Overall, the piece reinforces a bullish view on Microsoft as it diversifies revenue and deepens AI and advertising monetization.