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 executives predicted gaming growth coming from advertising and mobile purchases over the next several years, according to a May 2022 presentation that was inadvertently published on a court website this week.

Microsoft projected that over 10% of gaming revenue would come from ads and mobile transactions in 2030

The tech company could add more higher-profit-margin technologies—including pre-built AI models and other AI services, Bernstein says.

Buy Microsoft, Analyst Says. AI Will Generate Higher Profits.

Court documents in the ‘FTC v. Microsoft' case revealed console and controller prototypes as well as the inner workings of its subscription service.

Massive Microsoft document leak reveals next-gen Xbox, new games, and surprising Game Pass details

The software giant has raised its payout for 10 straight years.

Microsoft Boosts Dividend 10%

Microsoft Corp. MSFT, -0.45% is boosting its quarterly dividend by 10%, the company announced Tuesday. Microsoft's new quarterly dividend will be 75 cents a share, 7 cents above what it was before.

Microsoft to lift dividend by 10%, though new implied yield still among the lowest for Dow dividend payers

Apple

Amazon

Carnival

B&G Foods

Bill.com

Clorox

Salesforce

Intuit

Planet Fitness

Royal Caribbean Cruises

SentinelOne

Splunk

Here are some of the tickers on my radar for Tuesday, Sept. 19 taken directly from my reporter's notebook.

Here are the 13 stocks Jim Cramer is watching, including Amazon, Apple, Carnival

The leaked documents show Microsoft had other ambitious acquisition plans before settling on Activision and Zenimax.

Microsoft's Xbox Plans Leaked—Unredacted FTC Filing Show Talks About Potential Nintendo Acquisition

Annual shareholders meeting set for Dec. 7, 2023 REDMOND, Wash. , Sept. 19, 2023 /PRNewswire/ -- Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.75 per share, reflecting a 7 cent or 10% increase over the previous quarter's dividend.

Microsoft announces quarterly dividend increase

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Egnyte, the secure platform for content collaboration and governance, today announced an enhanced relationship with Microsoft that provides customers with additional real-time document collaboration and sharing features through Microsoft 365 and a Microsoft Teams integration that makes it easy for customers to share and upload files directly within Teams while also providing the ability to upload directly into Egnyte. Today companies must provide employee.

Egnyte Strengthens Microsoft Relationship with New Collaboration Capabilities to Drive the Hybrid Workforce

New solution for slides that speak to everyone takes aim at a notorious barrier in the workplace - presentations. WILMINGTON, Del.

Ending the Silent Discrimination of Inaccessible Slides: UserWay for Microsoft PowerPoint Automates Accessibility

NVIDIA

The macroeconomic headwinds continue to cripple most companies and industries this year. However, the artificial intelligence (AI) boom has pushed the performance of technology stocks to new heights.

Two relentless growth stocks profiting from the AI boom

REDMOND, Wash. — A top product executive at Microsoft who launched its Surface line of computers and Windows 11 is leaving the company.

Microsoft's Panos Panay, product exec behind Surface devices and Windows 11, is stepping down

3 Best Generative AI Stocks to Buy as Deep Learning Accelerates

Microsoft is one of the first movers in the consumer-facing AI opportunity. While the company faces significant competition, its relatively low valuation makes it attractive relative to its peers.

Missed Nvidia? 1 Artificial Intelligence (AI) Stock to Buy Hand Over Fist

Advanced Micro Devices

Artificial intelligence ( AI ) captured the imagination of investors this year like few other industries. PwC said AI will add $15.7 trillion to the global economy by 203o.

Missed Out on NVDA and META? 3 More AI Stocks to Buy Before It's Too Late

A top product executive at Microsoft who launched its Surface line of computers and Windows 11 is leaving the company.

Microsoft's chief product exec to step down. Panos Panay was behind Surface devices and Windows 11

Panos Panay has been the person promoting Microsoft's Surface products to consumers and corporate workers. Surface has failed to gain market leadership.

Microsoft product chief Panos Panay is leaving the company

Chief Product Officer and long-time Surface evangelist Panos Panay is out at Microsoft, the executive has confirmed. The news arrives days before a New York City event set to debut new Surface hardware.

Chief Product Officer Panos Panay is out at Microsoft

Shares of Amazon and Microsoft are up over 39% this year. Amazon has made a solid recovery in its e-commerce business.

2 Growth Stocks I'm Buying Till I'm Blue in the Face

Chief Technology Officer Kevin Scott spearheaded the tech titan's unlikely partnership with OpenAI.

The Executive Trying to Make Microsoft Smarter About AI

The VR market is projected to grow at a CAGR of over 40% through 2029. Apple unveiled its first headset this year, due to launch next year.

2 Stocks to Invest in Virtual Reality (VR)

Analysts at Jefferies are “increasingly bullish” on Microsoft Corporation (NASDAQ:MSFT)'s artificial intelligence (AI) potential after attending the tech giant's Envision event in New York. The analysts said they came away from the event incrementally positive on the ability of Microsoft Copilot, Microsoft's AI assist feature for Microsoft apps and services, to drive revenue uplift in the 2024 calendar year.

Microsoft has analysts 'increasingly bullish' on AI tool Copilot's revenue uplift potential

Microsoft has evolved over the decades since its inception in 1975. Despite its size, it could continue to grow in the years to come.

2 Important Things Smart Investors Know About Microsoft Stock

Alphabet

As artificial intelligence (AI) received renewed interest with the launch of two major AI tools, ChatGPT and Google Bard, both have shown their use cases in various aspects, including analyzing the portfolio of famous investor Michael Burry.

Google Bard vs. ChatGPT: Analyzing Michael Burry's portfolio

Oracle

Microsoft and Oracle have been rivals for more than 30 years. Now they're working together to help clients more quickly move to the cloud

News for Microsoft Stock (MSFT)