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

SentinelOne

SoundHound AI Inc

Picking AI stocks that can make big gains in the next five years can seem like an embarrassment of riches. There are many companies to choose from.

3 AI Stocks to Watch for Big Gains in the Next Five Years

With $30 billion in new revenue from Copilot and $100 billion valuation of its OpenAI stake, Microsoft could grow faster and enjoy a pop in its market capitalization.

24% Upside? Microsoft Stock Could Hit $410 On OpenAI Investment Payoff

American Express

ConocoPhillips

L3Harris

NVIDIA

September lived up to its billing as the worst month of the year for stocks. According to a report from Bank of America, stocks could be due for a fourth-quarter rally to close the year following the weak September. Earnings are expected to expand in Q4 which could pierce through any near-term headwinds for the time being.

5 Dividend Stocks For A Year-End Market Rally

Nvidia dominates the AI market, and tech giants are making drastic moves.

Should Nvidia Stock Investors Be Worried About Microsoft Potentially Creating an AI Chip?

WALTHAM, Mass.--(BUSINESS WIRE)-- #claimsprocessing--Wolters Kluwer Health Language Platform and Microsoft Azure Health Data Services FHIR service help standardize healthcare data on Microsoft Azure.

Wolters Kluwer Health Language Platform to Maximize the Value of Health Data for Organizations Using Microsoft Azure

SEATTLE--(BUSINESS WIRE)-- #AIsecurity--This talk will provide a comprehensive understanding of AI/ML security bug bounty hunting, and an overview of research tools and techniques.

Protect AI Experts to Discuss AI/ML Bug Bounty Hunting at 2023 Microsoft Blue Hat Conference

Advanced Micro Devices

Cameco

CME Group

Mobileye Global Inc

Palantir Technologies

Super Micro Computer

Tesla

Open-minded investors will find several reasons to be bullish equities into Q4, including seasonality, sentiment, and Fed pivot potential. As a result, investors should pay attention to the many bullish set-ups emerging.

Chart Storm: 6 Strong Technical Set-Ups for Q4

Apple

Buffett bought a 12.5% stake in a major computing company in early 2022. He's sold at least 20% of his position in three weeks.

Warren Buffett Just Sold $619 Million of This Stock in 3 Weeks. Here's Why.

Amazon

Alphabet

Are The Magnificent Seven Gearing Up For A Fantastic Finish To The Year?

It was reported Microsoft will be unveiling its in-house AI chip next month. The cloud giant and its subsidiary OpenAI are furiously looking for alternatives to expensive Nvidia chips.

Should Nvidia Be Worried About Microsoft's New Artificial Intelligence Chip?

Applied Materials

Amphenol

Costco

Graco

Home Depot

Intuit

Jack Henry & Associates

Lowe's

Mastercard

Monolithic Power Systems

Northrop Grumman

Roper Technologies

Charles Schwab

Sherwin-Williams

Tractor Supply

Visa

Vanguard Dividend Appreciation ETF

There are 18 stocks on my dividend growth watchlist for October 2023. More than half of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks would have outperformed the Vanguard Dividend Appreciation ETF by nearly 7% year-to-date.

Dividend Growth Stock Watchlist - October 2023

Short Hills Capital's Steve Weiss sold out of his Nvidia Corp NVDA position as he saw Microsoft Corp MSFT as a bigger beneficiary of the AI boom.

This Investment Manager Just Sold Nvidia Stock, Says Microsoft Will Be The 'Number One Beneficiary Of AI' - Microsoft (NASDAQ:MSFT)

American Water Works

Freeport-McMoRan

Kimberly-Clark

PepsiCo

U.S. Bancorp

Walmart

In 2023, the stock market has dazzled and daunted investors with highs and lows, prompting conversations that reverberate through the financial corridors over the best stocks to buy for stability. It's a pivotal discourse as Wall Street recently took a significant tumble, shedding light on the downside of a seemingly robust job market.

Q4 2023 Strategy: The 7 Best Stocks to Stabilize Your Portfolio in Market Turmoil

CHICAGO--(BUSINESS WIRE)--CoreView, the #1 Microsoft 365 management platform, today announced during the Educause Conference that it will support universities and their IT teams as they navigate changes to storage strategies driven by Microsoft's new Education licensing model, which was announced on August 1, 2023. Microsoft has transitioned from unlimited storage to providing 100TB of free storage across OneDrive, SharePoint, and Exchange for all educational tenants. Additional storage is now.

CoreView Supports Higher Education Institutions With Visibility and Governance Across Microsoft 365 Storage Repositories

Fans of Microsoft (NASDAQ: MSFT ) stock are going to want to keep an eye on the tech company when Nov. 14 rolls around! That's when Microsoft will hold its Ignite 2023, which should see the introduction of new technology from the company.

Dear MSFT Stock Fans, Mark Your Calendars for Nov. 14

EU antitrust regulators are asking Microsoft's users and rivals whether Bing should comply with new tough tech rules and also whether that should be the case for Apple's iMessage, people familiar with the matter said on Monday.

Should new tech rules apply to Microsoft's Bing, Apple's iMessage, EU asks

Activision Blizzard

Microsoft is closing in on a deal to buy Activision Blizzard. Activision President Rob Kostich said he thinks the deal will make "Call of Duty" better.

Microsoft could buy Activision Blizzard by the end of the week. Here's what that means for 'Call of Duty.

Apple is massively profiting from its role in mobile games. Microsoft is close to completing its purchase of game developer Activision Blizzard.

3 Top Gaming Stocks to Buy in October

Jim Cramer, the CNBC commentator and host of the TV show Mad Money, is urging investors to take advantage of the current market volatility. Specifically, Cramer suggests buying the mega-cap technology stocks known as the “Magnificent Seven.

Jim Cramer Is Pounding the Table on Magnificent 7 Stocks as Bond Yields Rise

We're upgrading Microsoft Corporation to a buy. We think the tougher global IT spending environment weighing on Azure revenue growth has been factored into the stock and outlook for H1FY24. We continue to expect A.I.-driven growth to be gradual but see positive signs of A.I. monetization.

Microsoft - Upgrading To Buy: A.I. Monetization Is Here

Shares of all the Magnificent 7 biggest technology stocks traded lower in premarket trading Friday in the wake of the stronger-than-expected September jobs data, compared with just two down stocks pre-data. The strong jobs data seemed to dash hopes that the Federal Reserve might soon end its policy of interest rate hikes, which has weighted on equity valuations.

Magnificent 7 stocks all see red after strong jobs data

Microsoft's investment in OpenAI puts it in a favorable position in the AI race. Microsoft is integrating AI into existing products and operations.

The AI Revolution: How Microsoft Is Positioning Itself for the Future

Salesforce

Bad news for the blue-chip Dow stocks which have now given back all of its gains for the year amid persistent weakness. Rising bond yields, higher oil prices, and the threat of higher-for-longer interest rates have conspired to pull stocks lower, dragging Dow stocks into the red in the process.

News for Microsoft Stock (MSFT)