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 stands out for its unmatched combination of proven AI prowess and long-term metaverse ambitions. The $69 billion Activision buyout has quietly escalated this tech titan's metaverse game by an order of magnitude.

1 Metaverse Stock to Buy Right Now

Microsoft's Q1 2024 earnings report easily beat analysts' expectations. Azure's growth accelerated -- and it's growing faster than Microsoft's AWS and GCP segments.

Microsoft Stock: Bear vs. Bull

Apple

BHP Billiton

WisdomTree Global High Dividend Fund

HSBC Holdings

Taiwan Semiconductor Manufacturing

WisdomTree conducts an annual rebalance of its Global Dividend Index, with 5,410 selected companies from the U.S. and other countries. Japanese equities have seen significant dividend growth since the end of 2019, outpacing other markets.

2023 Global Dividend Rebalance

REDMOND, Wash. , Oct. 27, 2023 /PRNewswire/ -- Microsoft Corporation (Nasdaq: MSFT) ("Microsoft") today announced that, in connection with the previously announced offers to Eligible Holders (as defined herein) to exchange (each an "Exchange Offer" and collectively, the "Exchange Offers") any and all outstanding notes issued by Activision Blizzard, Inc., a wholly-owned subsidiary of Microsoft ("Activision Blizzard") as set forth in the table below (the "Existing Activision Blizzard Notes") for (1) up to $3,650,000,000 aggregate principal amount of new notes issued by Microsoft (the "New Microsoft Notes") and (2) cash, and solicitations of consents by Activision Blizzard from Eligible Holders (each, a "Consent Solicitation" and, collectively, the "Consent Solicitations") to adopt certain proposed amendments to each of the corresponding indentures governing the Existing Activision Blizzard Notes (with respect to the corresponding indenture for such Existing Activision Blizzard Notes, the "Proposed Amendments"), as of 5:00 p.m.

Microsoft Announces Results of Early Participation in Private Exchange Offers and Consent Solicitations

Large cloud vendors are still helping clients work through necessary cost cuts, but Microsoft Azure has gotten a boost from artificial intelligence

Microsoft's AI boost helped cloud business outpace rivals Amazon and Google in latest quarter

Microsoft, a leader in cloud computing and AI, has been recognized for its outstanding ESG performance, topping the IBD 100 Best ESG Companies list.

Microsoft: This 'Magnificent Seven' Stock Also Is The Best ESG Company

Amazon

Alphabet

NVIDIA

Tesla

After a stunning first-half rally, the so-called "Magnificent Seven" mega-cap Big Tech stocks have struggled in recent months. Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla have lost a whopping $1.2 trillion in market value since the end of July, per data from Refinitiv.

The 'Magnificent 7' stocks are struggling, shedding a staggering $1.2 trillion in market value since US equities peaked in July

Microsoft Azure reported stronger-than-expected adoption, fueled by strong demand for AI tools. Google Cloud, however, saw its slowest rate of growth in nearly three years.

Microsoft Just Beat Google on This 1 Important Metric

BOSTON & BRATISLAVA, Slovakia--(BUSINESS WIRE)-- #microsoft--Resco is coming to the Microsoft Power Platform. Resco Forms+, Docs+, and Steps+ are designed to accelerate the development of business applications.

Resco launches mobile solutions for Microsoft Power Platform

While it's still early days for AI, Microsoft's early investment is beginning to pay off. The company already has millions of users, including 40% of the Fortune 100.

Here's What Satya Nadella Just Said That Should Have Artificial Intelligence (AI) Investors Buying Microsoft Stock Hand Over Fist

Nvidia has already been one of the biggest winners in the surging AI space, and it could move to make its shares more accessible to retail investors. Microsoft is at the cutting edge of AI technology.

2 Magnificent AI Growth Stocks That Could Be Headed for Stock Splits -- and Fantastic Returns

In Q1, Microsoft saw growth accelerate in its Azure cloud division, driven in part by artificial intelligence (AI). Microsoft is gearing up to release more AI products and services.

1 Trillion-Dollar Artificial Intelligence (AI) Stock to Buy Like It's Going Out of Style

Microsoft's search momentum is outpacing Google, with Bing gaining share for the tenth consecutive quarter. Bing's integration of generative AI and chatbot functions is helping to differentiate it from Google search, allowing them to serve people in their leisure, like on Meta platforms. Microsoft's traction with AI-powered advertising solutions and Azure AI services is driving growth in search advertising revenue and cloud-based search on Bing.

Microsoft Earnings Review: Bing Is Changing The Game

The Magnificent Seven stocks have propped up the stock market in what would have otherwise been a down year. If the S&P 500 was an equal-weighted index, it would have only been up by 0.1% year-to-date as of October 5th.

The Magnificent 7 Stocks for October: 4 to Buy and 3 to Skip

General Electric

ServiceNow

Procter & Gamble

Waste Management

Among the names CNBC's Jim Cramer likes are Procter & Gamble, General Electric and WM.

Jim Cramer names six stocks worth looking to buy if there's a major sell-off

Johnson & Johnson

Investors have seen it all in the past three years: a pandemic, lockdown, supply chain issues, inflation, war and high interest rates. The market has shown high volatility and put investors in a state where they are only looking to invest in stocks that have already proven themselves and can survive through market turmoil.

3 Stocks to Buy (and Never Ever Sell)

Activision Blizzard

Microsoft is reshuffling its Xbox leadership and org chart shortly after it acquired Activision Blizzard for $68.7 billion.

Microsoft reorgs Xbox leadership following Activision acquisition

The October Big Tech selloff may soon sink Microsoft shares as well, especially if a recession begins by early 2024. Similarities between current MSFT trading conditions and the Dotcom Tech boom peak of 2000 suggest a significant decline in Microsoft's stock price is possible. The extreme overvaluation for Microsoft vs. a decade ago, in combination with an earnings yield disconnect vs. short-term cash yields, argues for caution.

Microsoft: Take Your Profits Before They Disappear (Rating Downgrade)

Microsoft Corp. grew revenue more slowly than the overall software sector in the company's last fiscal year. The trend could be about to flip.

Microsoft's growth has trailed that of peers, but the trend could soon flip in a big way

Microsoft and Submittable announce strategic partnership to deliver market-leading grantmaking and corporate social responsibility solutions across Microsoft's cloud offerings REDMOND, Wash. , Oct. 26, 2023 /PRNewswire/ -- Microsoft Corp. and Submittable, a leading grants management and corporate social responsibility (CSR) platform, on Wednesday announced a strategic partnership to collaborate and innovate together to enable Submittable to develop new solutions powered by Microsoft Azure and Azure OpenAI Service, to provide public, private and nonprofit organizations with the solutions to accelerate social impact and better serve their communities.

Microsoft and Submittable to collaborate on the future of social impact in the cloud

Invesco QQQ

SPDR S&P 500 ETF Trust

Good Morning Traders! In today's Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, META, AMZN, and TSLA.

Market Clubhouse Morning Memo - October 26th, 2023 (Trade Strategy For SPY, QQQ, AAPL, MSFT, META, AMZN, And TSLA)

Strength in the Azure cloud computing unit is expected to provide sizeable revenues to Microsoft (MSFT), and help the company post stellar earnings shortly.

What's in Store for Microsoft (MSFT) After Blowout Earnings?

MASON, Ohio--(BUSINESS WIRE)-- #AI--FRISS, one of the world's most implemented solutions for trust automation at P&C carriers, has recently collaborated with Microsoft to enhance its AI fraud model explanations using Microsoft Azure OpenAI Service. As a Microsoft Global Partner, FRISS is proud of the collaboration that will take explainable AI to new heights. FRISS solutions will be available in the Microsoft Commercial Marketplace – as a transactable offer in both storefronts: Azure Marketplace.

FRISS to use Microsoft Azure OpenAI Service for Enhanced AI Fraud Model Explanations

Microsoft's early investment in AI may already be paying off. The tech giant reported a revenue jump in its latest earnings.

Microsoft jumped headfirst into the AI race. Now it's cashing in.

Rockwell Automation

MILWAUKEE & REDMOND, Wash.--(BUSINESS WIRE)--Rockwell Automation, Inc. (NYSE: ROK) and Microsoft Corp. (NASDAQ: MSFT) today announced an extension of their longstanding relationship to accelerate industrial automation design and development through generative artificial intelligence (AI). The companies are combining technologies to empower the workforce and accelerate time-to-market for customers building industrial automation systems. The first outcome of this collaboration will add Microsoft'.

News for Microsoft Stock (MSFT)