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

Microsoft reported strong financial performance in FQ2, with revenue growth and improved operating leverage, powered by strong momentum in cloud business. The strategic partnership with OpenAI positions Microsoft at the forefront of the generative AI revolution, providing long-term growth potential. The big indicator of strength is that Azure has gained two percentage points in infrastructure market share at the expense of the undisputed leader, Amazon's AWS.

Microsoft: Challenging AWS's Leadership In Cloud

Apple

AGCO

Applied Materials

Ares Management

D.R. Horton

Dick's Sporting Goods

Devon Energy

Ensign Group

EOG Resources

Comfort Systems USA

JPMorgan Chase & Co

Merck

Owens Corning

QUALCOMM

TFI International

Vistra Energy

Advanced Drainage Systems

We explain why selling cash-covered puts and covered calls are relatively safe choices for earning a high income.

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Our analysis delved into Microsoft's Copilot development, which aligns with the company's AI integration strategy, as we explored the potential benefits. We identified Copilot's common advantages across Microsoft's segments, scrutinized pricing strategies, and estimated revenue opportunities across each of its segments. Copilot's impact across various segments is significant, as we calculated a revenue opportunity of $56 billion by 2028 which translates to 12% of total revenues by then.

Microsoft: Copilot Could Boost Annual Revenue By 12%

The European Union is looking into Microsoft's partnership with French startup Mistral AI as part of its broader review of the booming generative artificial intelligence sector to see if it raises any competition concerns.

Microsoft's new deal with France's Mistral AI is under scrutiny from the European Union

PORTLAND, Ore.--(BUSINESS WIRE)-- #compliance--PKI Solutions Debuts New Version of PKI Spotlight® for Monitoring/Alerts of Microsoft, Non-Microsoft, and Hardware Security Module Environments.

PKI Solutions Debuts New Version of PKI Spotlight® for At-A-Glance Real-Time Monitoring/Alerts of Microsoft, Non-Microsoft, and Hardware Security Module Environments

Costco

Coca-Cola

During periods of stock market volatility and widespread uncertainty, identifying winning stocks among thousands can be challenging. However, when examining their historical performance, certain choices distinguish themselves by consistently adapting, overcoming challenges, and emerging profitable year after year.

These 3 stocks are ‘no-brainer' buys

Microsoft's investment in artificial-intelligence startup OpenAI has been a success so far. That isn't stopping the technology giant from playing the field when it comes to AI partnerships.

Microsoft Partners With an OpenAI Rival, and Other Technology News Today

Yesterday, Mistral AI, a Paris-based AI startup working on foundational models, announced a new large language model that could rival OpenAI's GPT-4, a chat assistant and a distribution partnership with Microsoft yesterday. But Microsoft and Mistral AI buried the news — or at least an important part.

Microsoft made a $16 million investment in Mistral AI

DigitalOcean is carving out a niche with its cloud services for smaller customers. It continues to gain higher-paying customers as it expands its margins.

Missed Out on Microsoft? This Tiny Cloud Stock Could Deliver Even Bigger Gains.

Microsoft's deal with French tech startup Mistral AI is facing scrutiny in the European Union.

Microsoft's deal with Mistral AI faces EU scrutiny

Broadcom

Badger Meter

Cintas Corp

Main Street Capital

Visa

Dividend Champions allow investors to receive extra cash without doing any additional work. Once you analyze a stock and decide it's a good long-term investment, you will continue to receive dividends.

The Golden Years: 7 Dividend Champions to Secure Your Retirement

Alphabet

Alphabet's Google Cloud on Monday ramped up its criticism of Microsoft's cloud computing practices, saying its rival is seeking a monopoly that would harm the development of emerging technologies such as generative artificial intelligence.

Exclusive: Google steps up Microsoft criticism, warns of rival's monopoly in cloud

Cisco Systems

NVIDIA

Skyworks Solutions

Generally speaking, investors buy tech stocks for their exposure to growth and not dividends. When the tech sector gets hot, it grows very quickly producing rapid returns.

7 High-Upside Tech Stocks to Buy That Also Pay Dividends

On the heels of Microsoft's investment and partnership with French Large Language Model startup Mistral AI, the company continues to work hard to try to dispel the image that it's blocking competition through its deep partnership (and financial stake) in OpenAI.

Microsoft announces ‘AI access principles' to offset OpenAI competition concerns

Microsoft on Monday announced a new partnership with French start-up Mistral AI.

Microsoft invests in Europe's Mistral AI to expand beyond OpenAI

Microsoft President Brad Smith on Monday announced a set of principles to foster innovation and competition in artificial intelligence in recognition of its role as a market leader in this technology, a move that could stave off worries about its dominance.

Microsoft announces principles to foster innovation, competition in AI

Amazon

Equitrans Midstream

Occidental Petroleum

Surgery Partners

Follow Warren Buffett's latest tips and bet on top-ranked stocks like Microsoft (MSFT), Amazon.com (AMZN), Surgery Partners (SGRY) and Nvidia (NVDA).

Warren Buffett's Annual Letter: Key Insights for Investors

Microsoft will make French startup Mistral AI's artificial intelligence models available through its Azure cloud computing platform under a new partnership, the companies said on Monday.

Microsoft partners with OpenAI's French rival Mistral

Schwab Short-Term US Treasury ETF

Vanguard S&P 500 ETF

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BARCELONA, Spain--(BUSINESS WIRE)--Taqtile continues to support Microsoft Azure within its augmented reality (AR)-enabled platform, Manifest®, announcing support for Microsoft Azure Private 5G Core. By supporting Microsoft Azure Private 5G Core, Manifest users deploying the HoloLens 2 headset will be able to more efficiently meet the connectivity needs specific to individual industrial environments. A key benefit of offering Microsoft Azure Private 5G Core support to Manifest customers includes.

Taqtile Announces Support for Microsoft Azure Private 5G Core in Manifest AR-Enabled Work-Instruction Platform

Microsoft (NASDAQ: MSFT ) is powering up for accelerated growth in the 2024 fiscal year. The company is beginning to integrate AI across its entire technology stack, which is set to drive momentum in the cloud.

MSFT Stock Analysis: Microsoft's Premium Valuation Is More Than Justified

CrowdStrike

Palantir Technologies

Palantir's commercial business is heating up and has room to run. Microsoft's AI potential adds to an already stellar and diverse business.

Market Downturn? 3 Artificial Intelligence (AI) Stocks to Buy With $1,000 and Hold Forever

Johnson & Johnson

Procter & Gamble

SoFi Technologies

This earnings season has been explosive. Several stocks hit all-time highs, including Nvidia (NASDAQ: NVDA ).

News for Microsoft Stock (MSFT)