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's $56.5 billion in sales and $2.00 earnings per share compared favorably to consensus analyst estimates of $54.5 billion and $2.65, respectively.

Microsoft Earnings: Stock Soars As AI Again Drives Record Revenue

Microsoft's net income jumped 27%. The company's Azure cloud revenue growth accelerated after two years of deceleration.

Microsoft profit pops 27% as Azure growth accelerates

Microsoft Inc. is scheduled to report earnings after Tuesday's close. Here's a closer look at the numbers and what to expect.

What To Expect From Microsoft's Earnings Today

Microsoft Corporation MSFT is set to print its first-quarter 2024 fiscal year financial results after the market closes on Tuesday. The stock was trading flat heading into the event.

Trading Strategies For Microsoft Stock Before And After Quarterly Earnings - Microsoft (NASDAQ:MSFT)

Microsoft Corp.'s cloud-computing story is likely to drive the day when the company reports earnings Tuesday afternoon.

Microsoft earnings: What to expect

Adobe

NVIDIA

AI stocks to watch in the stock market right now.

Good Stocks To Invest In? 3 AI Stocks To Watch

Alphabet

After fifteen consecutive Mondays of stocks closing higher, the streak finally came to an end yesterday.

Alphabet And Microsoft Lead Off The Heart Of Earnings Season

Apple

Alibaba

JD.com

Johnson & Johnson

Procter & Gamble

Tesla

Zoom Video

Earlier this year, the investing world was rocked by the surprising revelation that famed investor Michael Burry had placed a massive bearish bet against the stock market.

What stocks is Michael Burry shorting?

Cisco Systems

Global Water Resources

Intel

NextEra Energy

Palantir Technologies

Investors would be wise to keep an eye out for megatrend stocks. Megatrends have a global impact and tend to play out over multiple business cycles.

7 Megatrend Stocks to Buy for Mega Gains

The search for high-growth stocks may have taken a pause, for many investors. Rising interest rates have reduced the allure of growth companies relative to profit-generating dividend stocks.

3 High-Growth Stocks to Send Your Portfolio Skyrocketing

Earnings season is ramping up, with many companies already coming in ahead of expectations in what will be an eagerly watched couple of weeks. Investors will have a lot to chew on as companies report.

3 Tech Titans Report This Week: Here's How to Play Them

U.S. stock futures advance as Treasury yields fall further, while Microsoft and Alphabet earnings loom.

S&P 500 futures gain as Treasury yields fall further, Microsoft and Alphabet earnings loom

Microsoft has grown the bottom line in seven of the past eight quarters.

What Microsoft's Stock Chart Is Telling Investors Ahead Of Earnings

Earnings season continues to capture the spotlight, with several big tech companies slated to take center stage this week. The period has primarily been positive so far, again helping us elude an ‘earnings meltdown' many had feared.

Microsoft & Alphabet Earnings: What Key Metrics Say

Microsoft (MSFT) announced it is spending 5 billion Australian dollars ($3.2 billion) to expand its AI infrastructure and cloud computing in Australia, in what President Brad Smith said was Microsoft's biggest investment in the four decades it has been in that country.

Microsoft Is Making a $3.2 Billion Cloud and AI Investment in Australia

Amazon

MicroSectors FANG+ ETN

One down. Six to go. Tesla (NASDAQ: TSLA ) kicked off third-quarter earnings season for the so-called Magnificent 7 of the Nasdaq last week with a thud.

The Magnificent 7 Stocks Are a Pre-Earnings Buy (Despite the Tesla Miss!)

Microsoft stock (NASDAQ: MSFT) could serve as a hedge if the U.S. economy slides into a mild recession in 2024, says Karl Keirstead – a UBS analyst. MSFT will remain an AI beneficiary The investment bank expects United States to see a mild recession next year that typically tends to weigh on equities.

Buy Microsoft stock to hedge against a coming recession: UBS

The official launch of Microsoft 365 Copilot, the company's new artificial intelligence service for large businesses, is still more than a week away, on Nov.

Microsoft earnings preview: Wall Street waits for an AI inflection point

Activision Blizzard

Analysts at UBS have updated their models for Microsoft Corporation (NASDAQ:MSFT) to account for its acquisition of Activision Blizzard Inc (NASDAQ:ATVI), which closed earlier this month, ahead of the company's first quarter fiscal 2024 earnings report due on Tuesday, October 24. “We're assuming that Microsoft will offer pro forma guidance to reflect the ATVI deal, obviously impacting the Gaming segment as well as the overall margin and cash flow outlook,” they wrote in a note to clients.

Microsoft's Activision acquisition impact in spotlight for 1Q earnings

Microsoft, Alphabet, Amazon, and Meta will release earnings this week, with the Street's focus expected to be on what the enterprise spending trajectory looks like on the cloud in a "choppy" macro environment, according to Wedbush analysts.   In an update to clients, they noted that Microsoft is a "major bellwether" for cloud spending and especially the appetite for generative AI spending among chief investment officers, with Wedbush analysts expecting the company's all-important Azure revenue growth to exceed Microsoft's own guidance based on their positive checks in the field.

AI and cloud spending a major focus of Big Tech earnings: analysts

HubSpot

Shares of Microsoft and HubSpot have essentially tripled in value over the last five years. Microsoft is bringing generative artificial intelligence (AI) capabilities to its enterprise software products and cloud computing services.

Stock Split Watch: 2 Artificial Intelligence (AI) Growth Stocks Up More Than 200% in 5 Years to Buy Now

Snap

Texas Instruments

Visa

No notable earnings reports were released Friday afternoon or Monday morning. By the end of this week, there will be plenty to mull over.

Tuesday Afternoon's Biggest Earnings Reports: Alphabet, Microsoft, Snap, Texas Instruments, Visa

Nvidia's GPUs should receive a boost in demand because of their importance to data centers. Microsoft's partnership with OpenAI should give it a leg up as it merges its technology into its suite of products.

3 Dividend-Paying Tech Stocks to Buy in October

US-based tech company also pledges to work with Australia's cyber spy agency in joint announcement with Anthony Albanese

Microsoft to invest $5bn in Australian cybersecurity over next two years

Netflix

A flood of new earnings reports will come out this week. Among the FAANG stocks, Meta, Alphabet, and Amazon are set to release their latest results.

News for Microsoft Stock (MSFT)