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

Amazon

Alphabet

Invesco QQQ

SPDR S&P 500 ETF Trust

Technology Select Sector SPDR Fund

This week marks a pivotal moment in the financial world as some of the globe's most influential companies unveil their quarterly earnings reports, particularly in the technology sector.

Tech Titans Upcoming Earnings: Shaping the Markets Fate

Google's cloud business is slowing and weighing on earnings, while Microsoft's Azure is shaking off a slump.

Microsoft Gets Another Leg Up on Google in AI Race

Microsoft Corporation (NASDAQ:MSFT) saw revenues from Xbox content and services rise 12% in the first quarter of 2024, a trading update revealed. Jumping more than all other categories, apart from its software offerings which include cloud services and Office 365, Microsoft confirmed much of this growth was propped up by an 8% jump in gaming revenues.

Xbox boosted by Starfield launch as console sales dwindle

Microsoft Corp. shares MSFT, +0.37% rallied 4% after the company posted better-than-expected growth in the company's Azure cloud-computing unit.

Microsoft shares surge on bumper growth in cloud-computing unit as Alphabet stock drops on weak Google cloud results

Microsoft's Azure impressed where Google Cloud disappointed and the reason behind the divergence looks to be in artificial intelligence.

Microsoft Took Market Share from Google. How AI Is Changing Cloud Competition.

Microsoft on Tuesday reported a 27% increase in profit for the July-September quarter compared to the same time last year, powered by growth in its cloud computing division where it has centered its investments in artificial intelligence.

Microsoft reports higher profits and revenue powered by cloud computing and AI investments

Citigroup

Dominion Energy

Duke Energy

Johnson & Johnson

Coca-Cola

Procter & Gamble

UnitedHealth Group

Vanguard Consumer Staples ETF

Utilities Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

Bond yields are showing signs that they have peaked. If they keep dropping, it would make a host of stocks look attractive including Duke Energy, Coca-Cola, Procter & Gamble, and Johnson & Johnson.

The Bond Sell-Off Might Be Over. Buy These Stocks to Win.

Microsoft Corporation (NASDAQ:MSFT ) Q1 2024 Earnings Conference Call October 24, 2023 5:30 PM ET Company Participants Brett Iversen - VP, IR Satya Nadella - Chairman & CEO Amy Hood - EVP & CFO Conference Call Participants Keith Weiss - Morgan Stanley Mark Moerdler - Bernstein Research. Raimo Lenschow - Barclays Karl Keirstead - UBS Bradley Sills - Bank of America Brent Bracelin - Piper Sandler Gregg Moskowitz - Mizuho Operator Greetings, and welcome to the Microsoft Fiscal Year 2024 First Quarter Earnings Conference Call.

Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript

Microsoft Corp. and Alphabet Inc. both reported mostly strong results Tuesday, but the disparate reactions from investors showed that Wall Street only cares about artificial intelligence right now.

Microsoft and Alphabet results show Wall Street only cares about AI

The headline numbers for Microsoft (MSFT) give insight into how the company performed in the quarter ended September 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Microsoft (MSFT) Q1 Earnings: A Look at Key Metrics

Snap

Texas Instruments

Visa

Microsoft (MSFT) shares gained +4% on better-than-expected results, while Alphabet (GOOGL) sold off on a miss in its cloud business.

Big Earnings Beats for Microsoft, Visa, Snap & Others

Microsoft Corp (NASDAQ: MSFT) just reported strong results for its first financial quarter. Its shares are up 5.0% in after-hours trading.

Microsoft is ‘changing rules of the game on gen AI' after Q1 earnings

Microsoft saw its revenue increase 13% year over year during the quarter ended Sept. 30, driven by Microsoft Cloud revenue growth that leaped 24%.

Demand for Cloud Services Drives Microsoft's 13% Revenue Increase

Microsoft put out its financial results for the first-quarter on Tuesday afternoon, with its revenue coming in at $56.5 billion and its net income hitting $22.3 billion.

Microsoft sales beat estimates as customers prepare for AI rollout

NVIDIA

Unity Software

Metaverse is advanced technology that aims to seamlessly blend physical components with digital ones. You can sit at a conference table and see some people in person, while others are digital.

3 Metaverse Stocks That Can Make You Very Rich by 2030

Microsoft (MSFT)'s fiscal first-quarter earnings beat analysts' expectations as the company's Azure cloud computing segment grew more than predicted.

Microsoft Beats Analyst Predictions for Fiscal Q1 On Strong Cloud Growth

Both Microsoft and Google's parent company, Alphabet, have both reported higher than expected revenue in their latest quarterly results.

Revenue up at Microsoft and Alphabet but 'disappointment' over Google cloud

Microsoft reported better than expected revenue as well as a big jump in cloud growth in its fiscal first quarter, sending shares of the software maker soaring. Microsoft beat analyst expectations in its latest fiscal quarter, giving the stock a big boost in after-hours trading.

Microsoft earnings blow past analyst expectations

Activision Blizzard

Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.

The Microsoft-Activision Blizzard Deal Is Done

Big tech appears to be continuing its strong growth turnaround from last year, as it kicks off earnings report season for the quarter ended in September.

Microsoft, Google post strong quarterly sales growth as Big Tech continues its comeback

Higher Microsoft Corporation growth is down to Azure, AI, and Xbox. Other segments are likely to experience decline in growth. Based on business conditions, it appears that a tempered long-term outlook is on cards for Microsoft.

Microsoft: The Devil Is In The Details

Microsoft Corp after Tuesday's close announced fiscal first-quarter 2024 revenue that rose 13% year over year to $56.5 billion, surpassing the Zacks consensus estimate of $54.4 billion.  The company also saw its earnings per share (EPS) for the quarter improve 27% to $2.99, which exceeded the analyst consensus forecast of $2.65.

Microsoft 1Q results beat; stock up as cloud sales top expectations

Tech giant Microsoft said Tuesday its profits rose in the latest quarter, boosted by its strength in the closely watched cloud services segment.

Microsoft profits beat expectations, cloud business heats up

Software leader Microsoft crushed Wall Street's targets for its fiscal first quarter thanks to strong cloud computing business.

Microsoft Trounces September-Quarter Goals On Cloud Computing Strength

Revenue increased 13 percent compared with a year earlier. Profit rose 27 percent.

News for Microsoft Stock (MSFT)