Revenue segments as reported by the company.

Productivity & Business Processes

Intelligent Cloud

More Personal Computing

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

General & Administrative

Operating Expenses

Productivity and Business Processes Operating Income

Intelligent Cloud Operating Income

More Personal Computing Operating Income

Operating Income by Segment

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Microsoft

Skype is a telecommunications application software product that specializes in providing video chat and voice calls between computers, tablets, mobile devices, the Xbox One console, and smartwatches via the Internet and to regular telephones. Skype additionally provides instant messaging services. Users may transmit both text and video messages, and may exchange digital documents such as images, text, and video. Skype allows video conference calls.

Skype

GitHub is is a web-based hosting service for version control using Git. It is mostly used for computer code. It offers all of the distributed version control and source code management (SCM) functionality of Git as well as adding its own features. It provides access control and several collaboration features such as bug tracking, feature requests, task management, and wikis for every project. GitHub offers plans for both private repositories and free accounts which are commonly used to host open-source software projects. As of April 2017, GitHub reports having almost 20 million users and 57 million repositories, making it the largest host of source code in the world. On June 4, 2018, Microsoft announced its intent to acquire GitHub for US$7.5 billion

GitHub

Xbox is a video gaming brand created and owned by Microsoft. It represents a series of video game consoles developed by Microsoft, with three consoles released in the sixth, seventh and eighth generations respectively. The brand also represents applications, streaming services, and an online service by the name of Xbox Live. The brand was first introduced in the United States in November 2001, with the launch of the original Xbox console.

Xbox

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Microsoft reports robust Q1 2023 earnings, driven by Microsoft Cloud's performance

Microsoft's Q1 2023 showcased strong revenue growth, particularly in the Microsoft Cloud segment. The company's emphasis on AI, customer value, and operating leverage is driving positive results. While facing challenges related to workload optimization and potential AI regulation, Microsoft is well-positioned to capitalize on growth opportunities.

Microsoft reports solid Q2 earnings, focuses on AI innovation

Microsoft's Q2 performance reflects strong revenue growth, particularly in Microsoft Cloud, Azure, Teams, and security business, while facing challenges in the ad market and macroeconomic headwinds.
The company's strengths lie in innovation across various sectors, strong customer loyalty, and a strategic focus on AI integration for competitive advantage.
Opportunities include leveraging AI for innovation, optimizing workloads post-pandemic, and driving growth through value propositions and customer loyalty.

Microsoft reports robust Q3 earnings, eyes Azure growth opportunities

Microsoft's Q3 2023 earnings call showcased strong financial performance, driven by robust revenue growth, commercial bookings, and operating income across key segments.
The company's focus on Microsoft Cloud, Azure's growth, and innovative products like GitHub Copilot and Teams highlights its commitment to customer success and shareholder returns.
While facing challenges in workload optimization and pricing strategies, Microsoft has opportunities to capitalize on Azure's potential, drive innovation, and maximize long-term growth through strategic investments and product enhancements.

Microsoft excels in Q4 with strong cloud growth and operational efficiency

Microsoft's Q4 performance reflects strong revenue growth, operational efficiency, and strategic focus on cloud and AI. While facing challenges in optimizing cloud operations and transitioning gross margins, the company is well-positioned to leverage opportunities in Azure growth and new product demand. Microsoft's diversified revenue streams and leadership in cloud services underpin its resilience and growth potential.

Microsoft reports robust Q1 earnings, eyes AI and Azure growth

Microsoft's Q1 2024 earnings call showcased strong financial performance, driven by Azure, commercial segments, and cash flow generation. The company faces challenges in sustaining growth and margins amidst AI investments but has opportunities to capitalize on AI, Azure, and disciplined operations for future success.

Microsoft reports record Q2 earnings driven by cloud and AI growth

Microsoft's Q2 2024 earnings showcased robust financial performance across segments, driven by cloud and AI services.
The company demonstrated resilience in margin improvement despite significant AI investments, highlighting operational efficiency.
Strategic focus on continuous innovation and customer engagement positions Microsoft for sustained growth and market leadership.
Addressing challenges in infrastructure readiness and product adoption will be key to unlocking future opportunities and maintaining competitive edge.

Microsoft achieves record Q3 results, eyes sustained growth in FY '25

Microsoft's Q3 performance reflects robust revenue growth, operational efficiency, and strong financial health across all segments.
The company's strengths lie in Azure's growth, GitHub Copilot's success, and strategic investments in cloud and AI technologies.
Challenges include capacity issues in Azure, balancing core business growth, and adapting to the evolving IT landscape towards AI.
Opportunities abound in sustaining growth, expanding Azure's customer base, and leveraging Dynamics and LinkedIn for revenue growth.

Microsoft reports robust FY '24 earnings, eyes AI and Cloud growth

Microsoft's strong FY '24 performance driven by Cloud, AI, and gaming revenue, with a focus on security and shareholder returns
Challenges include capacity constraints and increased capital expenditures, but opportunities exist in AI and Cloud growth
Partnerships and innovation key to addressing challenges and driving future growth and scalability
Outlook for FY '25 positive with a focus on double-digit revenue growth and expanding gaming opportunities

Microsoft reports robust Q1 earnings, eyes AI innovation for growth

Microsoft's Q1 2025 performance reflects strong revenue growth, particularly in cloud services and commercial bookings.
The company's focus on AI innovation, cost efficiencies, and long-term investments positions it well for sustained growth.
Challenges include managing expenses, supply constraints, and balancing investments with revenue growth.
Opportunities in AI, cloud services, and commercial offerings present avenues for continued expansion and value creation.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

It has been about one year since Microsoft began offering its Microsoft 365 Copilot AI as an enterprise solution to companies, and adoption is growing rapidly. But many companies remain in the testing phase, and many say they are still not certain the AI is worth the cost, according to the latest bi-annual survey of the CNBC Technology Executive Council.

Microsoft Copilot AI use extends deep into corporate America, but companies aren't 100% sold

Alphabet

Microsoft has accused Google of undermining its business with "shadow campaigns." The company alleged Google formed a group to influence cloud regulation in Europe.

Microsoft just ramped up its cloud rivalry with Google by accusing it of 'shadow campaigns'

Microsoft Corp's MSFT aggressive push into AI infrastructure is setting the stage for what could be a defining moment for the company's growth—and its stock.

Microsoft's AI Push Gains Ground As 'Trends Are Visible,' Partners See A 'Revolution'

Investors are watching the tech giant closely for clues about the artificial intelligence market.

Should You Buy Microsoft Stock Before Oct. 30?

Microsoft is in a prime position to be the future leader in cloud services provision, which is an essential and fast-growing market that could be worth $3 trillion. Despite the AI hype, Microsoft's real value lies in these cloud services, including its SaaS, IaaS, and PaaS solutions. The current valuation is high but we believe justified by Azure's potential, though there are regulatory risks.

Microsoft: More Than Meets The AI

Microsoft has shuffled its reporting categories, meaning investors shouldn't compare Wednesday afternoon's segment results to the consensus view.

Microsoft's earnings are about to look pretty weird. Here's what to know.

HANOI, Vietnam--(BUSINESS WIRE)-- #FPT--FPT Software, a leading global technology company, has been listed for the first time in the Gartner® Market Guide for Microsoft 365 Implementation and Support Services. According to Gartner, “Microsoft 365's productivity suite (Office, Outlook, Teams, SharePoint, OneDrive, etc.) optimizes productivity through collaboration and communications. Sourcing, procurement and vendor management leaders should use this guide to select service providers who can deliver bu.

FPT Software Named Representative Vendor in Gartner® Market Guide for Microsoft 365 Implementation and Support Services

Apple

Amazon

NVIDIA

Tesla

‘Expectations are high. These names carry significant weight across the broader market,' Ido Caspi, research analyst at Global X ETFs, told Barron's.

Big Tech Has a Lot to Prove This Week. Why Mag 7 Earnings Will Matter for the Entire Stock Market.

Microsoft, the software and Azure giant, is scheduled to report its fiscal Q1 '25 on Wednesday night, October 30 '24, after the closing bell. In fiscal Q4 '24, (ended June 30, '24), Microsoft guided Q1 '25 to revenue of $63.8 to $64.8 billion, so the midpoint is $64.3 billion and the consensus is already a little higher than that. Analyst consensus around full-year fiscal '25 expected EPS and revenue growth is looking for just 11% EPS growth (that was an expected 15% 4 quarters ago) on 14% revenue growth.

Microsoft Earnings Preview: Another Case Of Low Expectations For A Megacap Name

The European cloud wars are heating up. Microsoft has accused its old foe Google of waging a clandestine war against the Azure cloud company, to curry favor with policymakers and antitrust authorities in Europe.

Microsoft accuses Google of ‘shadow campaign' to influence cloud regulation in Europe

Corporate earnings are lagging a key historical average so far this season. That could change this week, with about a quarter of the S&P 500—including five of the hugely profitable Magnificent Seven companies—set to report results.

Earnings Have Been So-So. Can the Mag Seven Turn Things Around?

The Dow Jones led the major indexes higher on the strength of old-school industrial stalwart 3M.

Stock Market Today: Stocks Renew Rally Ahead of Mag 7 Earnings

Microsoft said Google is running "shadow campaigns" to discredit the software giant with regulators in Europe. In a blog post, a Microsoft lawyer said Google is behind a coalition of cloud companies aiming to influence policy makers and "mislead the public.

Microsoft calls out Google for running 'shadow campaigns' in Europe to influence regulators

Microsoft (MSFT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Microsoft (MSFT) Beat Estimates Again in Its Next Earnings Report?

Single-stock ETFs are in focus as five tech titans are set to report this week.

Big 5 Earnings Ahead: Are Single-Stock ETFs Set for Big Gains?

MSFT's fiscal Q1 results are expected to benefit from growth in its Azure cloud platform, bolstered by rising demand for Azure AI and Copilot offerings.

Microsoft's Azure Cloud Capabilities to Boost Q1 Earnings

iShares Core S&P 500 ETF

SPDR Portfolio S&P 500 ETF

Direxion Daily S&P 500 Bull 3x Shares

SPDR S&P 500 ETF Trust

ProShares Ultra S&P 500

ProShares UltraPro S&P500

Vanguard S&P 500 ETF

Big Tech earnings and key Fed data could boost S&P 500 Index, with Alphabet and Microsoft reports set to impact AI investment trends.

S&P 500 and Nasdaq 100: Microsoft, Meta Earnings in Focus as Fed Data Looms

The software firm's shares have lagged behind the Nasdaq 100, but quarterly earnings could begin to bridge that gap, Truist said in a Monday report.

Microsoft Earnings Look ‘Set to Outperform,' Say Analysts

About a third of S&P 500 companies have reported their third-quarter earnings reports. But the real fireworks are coming.

Make Or Break Time — 8 Stocks Drive 25% Of The S&P 500's Profit

Microsoft is expected to report its slowest quarterly revenue growth in a year on Wednesday, while investors await signs of AI demand amid growing worries about the slow payoff from hefty investments in the technology.

Microsoft's AI demand under scrutiny as investors seek payday

Alphabet, Meta, and Microsoft present positive price action ahead of the earnings release, though strong volatility is expected.

Alphabet, Meta, Microsoft Technical Analysis Ahead of Earnings Release

Could Big Blue catch up and join the trillion-dollar winner's circle in a decade?

Will IBM Be Worth More Than Microsoft by 2035?

Even the most bearish Wall Street analysts see upside in these megacap stocks.

2 Trillion-Dollar Artificial Intelligence (AI) Stocks to Buy Now, According to Wall Street

Five major tech companies - Apple, Microsoft, Amazon, Alphabet, and Meta - are set to report earnings. Economic indicators such as Q3 GDP and October jobs report are crucial, with forecasts suggesting steady growth and a potential labor market cooling.

Wall Street Brunch: Tech Earnings Overload

Exxon Mobil

Third-quarter earnings reports from Alphabet, Chipotle, Eli Lilly, Meta Platforms, Microsoft, Amazon.com, and Apple. Plus, October jobs data and third-quarter GDP.

News for Microsoft Stock (MSFT)