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

Apple

Amazon

Alphabet

NVIDIA

Tesla

Mega-cap tech stocks have driven the bulk of the stock market's gains in 2023, and they'll probably do the same in 2024. Goldman Sachs said it expects the top seven stocks in the S&P 500 to outperform the bottom 493 stocks next year.

Here's why the Magnificent 7 tech stocks will continue to outperform the S&P 493 in 2024, according to Goldman Sachs

Advanced Micro Devices

In a move that surprised the investing world, renowned investor Michael Burry opened a new bearish position in the third quarter.

These stocks killed Michael Burry's Nasdaq 100 short bet

DraftKings

Novo Nordisk

Riot Blockchain

Taiwan Semiconductor Manufacturing

The story of the stock market in 2023 has largely been about optimism around AI tinged by the continued threat of recession. Generative AI has propelled tech shares much higher.

7 Stocks Set to Capitalize on the Coming Year-End Rally

Microsoft CEO Satya Nadella was the true winner from the OpenAI chaos, according to Wedbush analyst Dan Ives. The tech giant's stock price hit an all-time high Monday after Nadella said Microsoft would hire Sam Altman.

'Chessmaster' Microsoft CEO Satya Nadella was the true winner from the OpenAI fiasco, Wedbush analyst says

Palantir Technologies

Rivian Automotive

Form 13Fs provide an under-the-hood look at what Wall Street's smartest investors bought and sold in the latest quarter. Two high-growth tech stocks leading their respective industries were popular buys during the September-ended quarter.

2 Supercharged Growth Stocks Billionaire Investors Can't Stop Buying, and 1 They Can't Sell Fast Enough

AbbVie

Ares Capital

American Express

Bank of America

Blackrock Inc

Crown Castle International

Canadian Imperial Bank of Commerce

Itau Unibanco Holding S.A.

Johnson & Johnson

Altria

Morgan Stanley

NIKE

Pfizer

Schwab US Dividend Equity ETF

Suncor Energy

Visa

Verizon

I will show you how you can build a dividend portfolio by allocating $100,000 among November's top 20 dividend companies as well as one ETF. I will conduct a deep risk analysis to demonstrate the reduced risk level of this portfolio and the elevated likelihood of it achieving attractive investment outcomes over the long term. This dividend portfolio provides you with a weighted average dividend yield [TTM] of 4.05% and a weighted average dividend growth rate [CAGR] of 10.58%, combining dividend income and dividend growth.

How To Build A Dividend Portfolio Allocating $100,000 Among November's Top 20 Dividend Companies

Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock?

Microsoft (MSFT) Up 10.9% Since Last Earnings Report: Can It Continue?

Microsoft's MSFT Xbox recently announced that the Dyson Sphere Program is preparing for a significant free update, which is set to be released on Dec 15, 2023. This update, known as Rise of the Dark Fog, will bring forth a groundbreaking combat system, a feature that has been planned since the game's initial launch.

Microsoft (MSFT) Announces Update for Dyson Sphere Program

Microsoft (MSFT) is set to invest $500 million in expanding its current digital infrastructure footprint in Quebec alongside new AI and cybersecurity skilling initiatives.

Microsoft (MSFT) to Build Multiple Data Centers in Quebec

It's been a wild week at OpenAI. In fact, wild doesn't begin to cover it.

Yes, Sam Altman is back as OpenAI's CEO, but we still have lots of unanswered questions

Sam Altman spoke about a technical advancement at OpenAI the day before he was fired. Reuters reports that staff researchers wrote to the board, warning of a breakthrough that could harm humanity.

OpenAI staff warned board of AI breakthrough before Sam Altman was fired, report says

The shares of the tech giants come with a high price tag, but that doesn't mean there are no worthwhile investment opportunities.

Is it too late to buy Microsoft stock?

Microsoft's Ignite Conference provided insights into the company's strategic direction in the Commercial Cloud and GenAI spheres. Microsoft's focus on innovation and ability to bring new products to market quickly were highlighted, with the recent launch of Microsoft 365 Copilot being a testament to this focus. The unveiling of custom Azure silicon chips demonstrates Microsoft's commitment to optimizing its infrastructure stack and enhancing performance in the cloud computing and AI arenas.

Microsoft's Edge In Commercial Cloud And GenAI: Insights From Ignite Conference

On Friday, Mr. Altman was pushed out of the hot A.I.

Five Days of Chaos: How Sam Altman Returned to OpenAI

The fight over OpenAI was at least partly about dueling visions of artificial intelligence. One side clearly won out.

The OpenAI Drama Has a Clear Winner: The Capitalists

Disney

It seems like 2023 has literally flown past, and we are finally moving closer to my favorite time of the year, December! With inflation cooling and the economy improving, there is a lot to look forward to.

3 Must-Buy Stocks for a Merry December

The Magnificent Seven has led the market higher throughout 2023 and are responsible for most of the gains in the S&P 500 and NASDAQ year to date. However, these mega-caps have seen significant increases in their valuation ratios that have outpaced their revenue and earnings growth in 2023.

The Magnificent Seven: Where Valuations Stand Now

IonQ

Defiance Quantum ETF

In the dynamic world of technology, discerning investors are consistently looking for the next revolutionary trend. Currently, quantum computing stocks stand out as the frontier of tech innovation, given their critical role in reshaping sectors from finance to healthcare.

7 Quantum Computing Stocks to Unleash Your Portfolio's Power

Sydnee Gatewood: Hello, everyone! Thank you for joining us on GuruFocus Value Insights podcast!

GuruFocus Value Insights Podcast: Wade Slome on the SHGR Model, the Magnificent 7 and Being

Directors have to add enough process to enable a culture of nimble innovation and deep sensitivity to the large ethical and philosophical questions around AI.

OpenAI: What's Next For Altman And The Board?

OpenAI remains in focus this morning after the artificial intelligence company reinstated Sam Altman as its Chief Executive. OpenAI adds new members to its board OpenAI also appointed Bret Taylor to chair its board on Wednesday.

Is Sam Altman back at OpenAI a win for Microsoft?

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Why Microsoft (MSFT) is a Top Growth Stock for the Long-Term

Sam Altman is returning to OpenAI but power at the artificial-intelligence start-up is still set to be held by its board. Here's who's left and who's come in.

OpenAI Has a New Board. Who's On, Who's Not, and What It Means for AI Safety.

Microsoft (NASDAQ: MSFT ) stock is climbing slightly in early trading today even though Sam Altman is returning to his post as CEO of OpenAI. The latter company is the innovator behind ChatGPT, the popular artificial intelligence (AI) chatbot.

News for Microsoft Stock (MSFT)