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

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Earnings data Q3 2022

Earnings data Q4 2022

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Earnings data Q2 2023

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Earnings data Q4 2023

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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

KIRKLAND, Wash.--(BUSINESS WIRE)--Tanium, the industry's leading provider of Converged Endpoint Management (XEM), today announced its participation in the Microsoft Security Copilot Partner Private Preview. Tanium was selected based on its proven experience with Microsoft Security technologies, willingness to explore and provide feedback on cutting edge functionality, and close relationship with Microsoft. “In the context of security, AI's impact is likely to be profound, tilting the scales in.

Tanium is a Proud Participant in the Microsoft Security Copilot Partner Private Preview

Alphabet

D.R. Horton

As I've noted in past columns, many investors may want to emulate the stock picks of billionaires because they have obviously been successful at selecting good stocks and often have access to better experts and more information than retail stock pickers. This has led to this list of stocks that billionaires love.

3 Stocks That Billionaires Are Betting on Big Time

Ferrari

Microsoft is a highly profitable business with a strong competitive advantage. Ferrari is one of the top luxury brands in the world, and its high-priced cars allow it to report strong profit margins.

2 Stocks Warren Buffett Likes That Aren't in Berkshire Hathaway's Portfolio

Apple

Alerian MLP ETF

Cisco Systems

Oracle

iShares Mortgage Real Estate ETF

Schwab U.S. Large-Cap Growth ETF

SPDR S&P Dividend ETF

SPDR S&P 500 ETF Trust

Vanguard Real Estate ETF

Stock prices and returns are in part determined by net cash on the balance sheet and future expectations of free cash flow. Dividends are not a driver of valuation and actually decrease the value of a company because cash is paid out to investors. Over the past decade, dividend-paying stocks have underperformed compared to "growth" stocks with strong free cash flow generation and balance sheets.

The Underperformance Of Dividend-Only-Focused Strategies

Microsoft has announced the public preview release of Azure AI Speech, technology that allows users to create talking avatar videos with text input and build real-time interactive bots using human images.

Microsoft Unveils Text-to-Speech Avatar Azure AI Speech

Microsoft (MSFT) unveiled its Azure Maia AI Accelerator, a custom chip "optimized for artificial intelligence (AI) tasks and generative AI (genAI)," amid a surge in demand for AI tools.

Microsoft Unveils New AI Chip and Copilot AI Features

Chipotle

Home Depot

After two dismal years, stocks are finally staging a big rally. The latest inflation reading for October showed that consumer prices are continuing to come down, increasing the likelihood that interest rates have now peaked and will begin moving lower in 2024.

3 Long-Term Stocks to Buy and Hold Until 2040 for Proven Gains

Microsoft CEO Satya Nadella told CNBC's Jon Fortt that the company has notable Chinese customers that operate outside the mainland

Microsoft is fine avoiding China as U.S. considers national security implications, CEO Satya Nadella says

Teradata

SEATTLE--(BUSINESS WIRE)--Teradata's high-performance compute and ClearScape Analytics in a serverless AI engine designed for data exploration, testing and experimentation.

Teradata Announces New On-Demand Serverless Analytics for Microsoft Fabric: Teradata AI Unlimited

OAKLAND, Calif.--(BUSINESS WIRE)--Deepening its relationship with Microsoft, Fivetran, the global leader in automated data movement, today announced its support for Microsoft OneLake through integration with Microsoft Fabric as a new data lake destination and that Fivetran has been named a Microsoft Fabric Interoperability Partner. Together with support for Delta Lake on Azure Data Lake Storage (ADLS) Gen2, also announced today, Fivetran customers now have two Microsoft data lake destinations t.

Fivetran Deepens Relationship with Microsoft; Adds New Data Lake Destinations

SAN FRANCISCO & REDMOND, Wash.--(BUSINESS WIRE)--Scale AI, the data engine that powers the most advanced AI applications, today announced a collaboration with Microsoft at Microsoft Ignite to deliver Scale's Enterprise Generative AI Platform (EGP) on Microsoft Azure, giving customers direct access to tools and services to customize large language models (LLMs) and build and deploy robust Generative AI applications. With this integration, enterprises can scale more use cases to production faster.

Scale AI to Enable Enterprises to Customize Large Language Models and Build Robust Generative AI Applications on Microsoft Azure

SEATTLE--(BUSINESS WIRE)--Cohesity, a leader in AI-driven data security and management, announced today at Microsoft Ignite 2023 that it has deepened its relationship with Microsoft to help organizations more quickly respond to and recover from data loss within Microsoft 365 environments. For years, Cohesity and Microsoft have offered solutions for high-speed backup and recovery. This includes recent AI and cloud security integrations announced earlier this year across Microsoft environments, f.

Cohesity Expands Collaboration with Microsoft to Bring Enhanced Data Security and Backup Protections to Microsoft 365

Accenture Plc

NEW YORK--(BUSINESS WIRE)--Accenture and Avanade have launched new offerings applying Microsoft Fabric to help organizations accelerate data readiness.

Accenture and Avanade Expand Capabilities to Accelerate Data Readiness and Generative AI Adoption with Microsoft Technology

Amazon

Tepper's Appaloosa Exited Apple But Bet More On Alphabet, Amazon, Microsoft, Meta

Microsoft Corporation (NASDAQ:MSFT) showcased a pair of new chips at its Ignite event in Seattle on Wednesday, including one meant to decrease reliance on Nvidia Corporation (NASDAQ:NVDA) for AI GPUs.  The new Maia 100 artificial intelligence chip could rival the Nvidia graphics processing units currently dominating the market.

Microsoft shows off two new custom AI chips at Ignite event Wednesday

SAN FRANCISCO--(BUSINESS WIRE)-- #apisecurity--Today 42Crunch, the API DevSecOps platform, announced the integration of 42Crunch's API security audit and vulnerability testing solution with Microsoft Defender for Cloud to provide Microsoft customers continuous API protection from design to runtime. Cloud applications are increasingly API-centric, with APIs at the core of data exchange. Inherently, APIs are easy to expose, but difficult to defend and traditional application security solutions are not optimized.

42Crunch And Microsoft's Defender for Cloud Partner to Deliver End-to-End API Security

Dow Jones software giant Microsoft stock hit a new buy point amid big AI news at the company's Ignite 2023 event.

Microsoft Stock Breaks Out Past Buy Point Amid Big AI News

Tech behemoth Microsoft unveiled two new chips designed for artificial intelligence.

Microsoft Launches Custom AI Chips, As Competition Heats Up With Nvidia And Google

SAN MATEO, Calif.--(BUSINESS WIRE)-- #bot--Arkose Labs, a leader in bot management and account security, announced its participation in the Microsoft Security Copilot Partner Private Preview.

Arkose Labs is a proud participant in the Microsoft Security Copilot Partner Private Preview

MCKINNEY, Texas--(BUSINESS WIRE)--ContraForce today announced its participation in the Microsoft Security Copilot Partner Preview. ContraForce was selected based on their proven experience with Microsoft Security technologies, willingness to explore and provide feedback on cutting edge functionality, and close relationship with Microsoft. “In the context of security, AI's impact is likely to be profound, tilting the scales in favor of defenders and empowering organizations to defend at machine.

ContraForce is a Proud Participant in Microsoft's Security Copilot Partner Private Preview

BOULDER, Colo.--(BUSINESS WIRE)-- #CloudIAM--Strata Identity was selected based on their proven experience with Microsoft Security technologies.

Strata Identity Is Proud to Be a Participant in the Microsoft Security Copilot Partner Private Preview

NEW YORK--(BUSINESS WIRE)-- #AI--Cyware today announced its participation in the Microsoft Security Copilot Partner Private Preview. Cyware was selected based on their proven experience with Microsoft Security technologies, willingness to explore and provide feedback on cutting edge functionality, and close relationship with Microsoft. “In the context of security, AI's impact is likely to be profound, tilting the scales in favor of defenders and empowering organizations to defend at machine speed. At.

Cyware is a Proud Participant in the Microsoft Security Copilot Partner Private Preview

REDLANDS, Calif.--(BUSINESS WIRE)--To meet the growing demand for spatial analytics, Esri is extending its long-standing strategic collaboration with Microsoft through a unified analytics platform powered by spatial capabilities. Microsoft Fabric, now in General Availability as announced today at Microsoft Ignite, will accelerate time to insights and reveal unexplored patterns, trends, and connections through the integration of spatial analytics from Esri's ArcGIS software. Data scientists, dat.

Esri Integrates with Microsoft Fabric to Deliver Leading Spatial Analytics Capabilities

SEATTLE--(BUSINESS WIRE)--Microsoft Ignite 2023 — Gigamon, the leading deep observability company, today announced its participation in the Microsoft Security Copilot Partner Private Preview. Gigamon was selected based on its proven experience with Microsoft Security technologies, willingness to explore and provide feedback on cutting-edge functionality, and close relationship with Microsoft. “In the context of security, AI's impact is likely to be profound, tilting the scales in favor of defen.

Gigamon is a Proud Participant in the Microsoft Security Copilot Partner Private Preview

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #Microsoft--Versa Networks, the global leader in AI/ML-powered Unified Secure Access Service Edge (SASE) and Software-Defined WAN (SD-WAN), today announced its participation in the Microsoft Security Copilot Partner Private Preview. Versa was selected based on its proven experience with Microsoft Security technologies, willingness to explore and provide feedback on cutting-edge functionality, and close relationship with Microsoft. “AI is one of the defining technologie.

News for Microsoft Stock (MSFT)