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

NVIDIA

What are the Magnificent Seven stocks? How much market cap weighting do AAPL, MSFT, GOOGL, AMZN, META, TSLA and NVDA have on the Nasdaq?

Nvidia Takes Out Microsoft While Tesla Tanks

So-called “platform” stocks, such as Microsoft and Snowflake are the most attractive part of the AI sector according to Goldman Sachs.

Microsoft and these other stocks are the way to play AI now, says Goldman Sachs

Microsoft stock has underperformed as investors have grown increasingly concerned about its AI monetization prospects. Microsoft must invest aggressively in AI CapEx now but faces intense competition from its hyperscaler peers. Its investment in OpenAI might not be profitable until 2029, lowering the opportunity for near-term earnings accretion.

Microsoft: Big Buying Opportunity Before The Potential Turnaround

Datadog

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Wall Street's Most Accurate Analysts Weigh In On 3 Tech And Telecom Stocks With Over 4% Dividend Yields

Broadcom

Want to Make Money From AI? These Top Tech Stocks Pay You to Own Them.

ASML Hld

These two companies still have a lot of upside left, and a stock split could be in the cards.

Possible Stock Splits in 2025: 2 Unstoppable Growth Stocks Each Up More Than 600% in 8 Years to Buy Now, According to Wall Street

HubSpot

These three tickers have lagged the rest of the technology sector's stocks of late. The market's mistake is your opportunity.

3 Software Stocks That Could Go Parabolic

Canadian National Railway Company

Waste Management

The billionaire philanthropist has two dozen stocks in his holdings, but just four account for the vast majority of his portfolio.

Billionaire Bill Gates Has 81% of His $48 Billion Portfolio in Just 4 Stocks

Apple

Amazon

Alphabet

Mastercard

Tesla

The Magnificent Seven stocks dominate the S&P 500 and Nasdaq 100, creating a risky over-concentration in these indices. Billionaires like Warren Buffett and Stanley Druckenmiller are selling significant shares and hoarding cash due to these imbalances. Despite market overvaluation, Mastercard remains in a stronghold due to its exceptional free cash flow and consistent performance.

Follow The Smart Money

Apple stock trades for a premium price tag with little to show for it.

Prediction: 3 Stocks That'll Be Worth More Than Apple 5 Years From Now

The tech giant is trading down 12% from its 52-week high, but analysts' targets are still bullish -- for now.

Has Microsoft's Stock Hit a Peak?

Investors are eagerly awaiting a fresh round of earnings reports from the world's largest technology companies.

2 "Magnificent Seven" Stocks to Buy Hand Over Fist in October

Microsoft will allow people to buy and play video games through its Xbox app for Android starting in November, the company said on Thursday. The move is an immediate consequence of a U.S. judge ruling on Monday that Google will have to present alternatives to its Google Play app store on Android devices.

Microsoft will let people buy games through Xbox app on Android in November after Google antitrust ruling

Microsoft has added several new artificial intelligence (AI)-powered capabilities to its Microsoft Cloud for Healthcare. These additions are designed to connect care experiences, enhance team collaboration, empower healthcare workers, and provide clinical and operational insights, the company said in a Thursday (Oct. 10) press release.

Microsoft Unveils New Healthcare AI Models and AI Agent Service

REDMOND, Wash. , Oct. 10, 2024 /PRNewswire/ -- Microsoft Corp. will publish fiscal year 2025 first-quarter financial results after the close of the market on Wednesday, Oct. 30, 2024, on the Microsoft Investor Relations website at https://www.microsoft.com/en-us/Investor/.

Microsoft announces quarterly earnings release date

Downdetecor, a site that monitors online disruptions, shows that people began reporting the outages at around 11 a.m. Eastern time on Thursday.

Microsoft outage knocks out Outlook, Teams and 365

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Blackrock Inc

Brookfield Corp

Enbridge

JPMorgan Nasdaq Equity Premium Income ETF

Blue Owl Capital

TC Energy

Vistra Energy

Williams

Charlie Munger gave investors the key to setting themselves up for long-term financial success. Investing in AI can position your portfolio to achieve outsized long-term dividend growth and potentially even total returns. We detail how to build a dividend snowball powered by leading AI stocks.

Invest $100,000 For An AI-Powered Dividend Snowball

Microsoft announced a series of new health-care data and artificial intelligence tools on Thursday. The tools are designed to help health systems build AI applications more quickly and save clinicians time on administrative tasks.

Microsoft announces new AI tools to help ease workload for doctors and nurses

REDMOND, Wash. , Oct. 10, 2024 /PRNewswire/ -- On Thursday, Microsoft Corp. is unveiling several Microsoft Cloud for Healthcare innovations that connect care experiences, enhance team collaboration, empower healthcare workers, and unlock clinical and operational insights.

Microsoft expands AI capabilities to shape a healthier future

Inspired by its monumental success and empowered by its profound impact in the field of artificial intelligence, Microsoft announced today that it will be launching numerous new AI offerings to significantly advance its commitment to the healthcare sector.

Microsoft Announces Numerous New AI Tools Dedicated To Healthcare

NEW YORK--(BUSINESS WIRE)--Paige, a leader in next-generation AI technology, today announced the company's foundation models are being showcased by Microsoft at the Las Vegas HLTH 2024 conference as transformative AI technology for healthcare. During a live seminar on October 21st, Matt Lungren, MD and Microsoft Health & Life Sciences' Chief Scientific Officer, will discuss how AI foundation models are enabling a transformative wave across healthcare. Razik Yousfi, Paige's CEO & CTO, wi.

Paige's Cancer Diagnostic Copilot, Alba, Showcased by Microsoft at HLTH 2024 as Transformative AI Technology for Healthcare

Microsoft Corporation has underperformed the broader market by 12% since my last coverage, but a recent pullback makes it more attractive. Microsoft has showcased a strong 2024 performance, supported by the OpenAI partnership and Azure growth. Azure's 29% YoY growth and expanding AI customer base position it as a key future growth driver, despite the business's higher CAPEX expected in FY25.

Microsoft: Setting My Eyes On $900 Share Price (Rating Upgrade)

Artificial intelligence is one of the main reasons many experts remain bullish on Microsoft Corp (NASDAQ: MSFT), despite its year-to-date rally. However, Stephen Yiu of Blue Whale Growth Fund has a different perspective.

This fund manager is selling Microsoft stock over AI concerns: could it impact profit margins?

OpenAI is projected to turn a profit in 2029, a new report from The Information says. Microsoft also appears to be on track to get a 20% cut of OpenAI's revenue, per the report.

It will be a while before OpenAI turns a profit. In the meantime, Microsoft gets a cut of revenue.

Advanced Micro Devices

Super Micro Computer

AMD, Supermicro, and Microsoft might be compelling alternative AI plays.

News for Microsoft Stock (MSFT)