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

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Earnings data Q4 2023

Earnings data Q1 2024

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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

Politicians are more known for their trading than running hedge funds.

These 2 Stocks Account for 22% of Al Gore's Hedge Fund

NVIDIA

Microsoft's valuation is increasingly problematic as its stock continues to climb. Most investors see Nvidia as the most crucial AI stock, but that perception poses challenges.

Is There Still Time to Buy These 2 Artificial Intelligence (AI) Stocks That Are Up 37% and 190%?

Nearly all of the analysts that cover Microsoft have a "buy" rating on the stock. D.A. Davidson Managing Director Gil Luria said he has concerns about Microsoft's perceived lead in artificial intelligence.

A Wall Street Analyst Just Downgraded Microsoft. Should Investors Be Worried?

Lower interest rates are a coiled spring for companies like Microsoft to accelerate AI spending. Microsoft just raised its dividend to a record high and authorized a massive share buyback program.

The Fed Just Lowered Interest Rates. Here's My Top Growth Stock to Buy Now.

Apple

The ongoing adoption of artificial intelligence (AI) is one of the driving forces behind the current stock market rally and appears poised to continue. Technology companies at the forefront of the AI movement are well positioned to profit from this ongoing trend.

Meet the 3 Supercharged Growth Stocks That Will Be Worth $4 Trillion by 2025, According to 1 Wall Street Analyst

The publication in 2005 of Joel Greenblatt's book “ The Little Book That Beat the Market ” caused a sensation as it opened up a unique opportunity for investors.

3 of Joel Greenblatt's Top 5 Stocks Are S&P 500 ETFs. These Are the 2 Stocks That Aren't

Oracle

Microsoft's early-mover advantage in AI has been a tailwind for the company in multiple areas. There has been a spurt in demand for Oracle's cloud infrastructure to train AI models, paving the way for impressive long-term growth.

Better Artificial Intelligence (AI) Stock: Microsoft vs. Oracle

Apple "fell out" of talks to invest in OpenAI's next funding round, The Wall Street Journal reported. The ongoing funding round, which could value OpenAI at $150 billion, could raise up to $6.5 billion.

Apple no longer in talks to invest in OpenAI: report

Apple has left negotiations to participate in an OpenAI funding round expected to raise about $6.5 billion, the Wall Street Journal said on Friday.

Apple drops out of talks to join OpenAI investment round, WSJ says

Company behind ChatGPT is aiming to raise around $6.5 billion in funding set to close next week.

Apple No Longer in Talks to Join OpenAI Investment Round

CNBC has confirmed that OpenAI expects about $5 billion in losses on $3.7 billion in revenue this year — figures first reported by The New York Times. Revenue is expected to jump to $11.6 billion next year, a source with knowledge of the matter confirmed.

OpenAI sees roughly $5 billion loss this year on $3.7 billion in revenue

Microsoft Corporation is accelerating data center capacity to catch up to AI demand, partnering with Oracle and other hyperscalers to offset some of the pressure. FY24 capital investments increased by 58% to $44.5 billion, primarily for data centers, CPUs, and GPUs, with further increases expected in eFY25 and eFY26. Power constraints and sourcing base load capacity are critical challenges and may potentially impact the rate of data center buildouts and revenue generation.

Microsoft Will Overcome Capacity Constraints For AI Training And Inferencing

OTTAWA, Ontario, Sept. 27, 2024 (GLOBE NEWSWIRE) -- With only days until Cybersecurity Awareness Month, Calian Group Ltd.

Calian collaborates with Microsoft to offer scalable cloud-native cybersecurity solutions

STOCKHOLM--(BUSINESS WIRE)-- #Azure--Simplement has optimized SAP to Microsoft Fabric integration, including live bronze, silver and gold data - via its SAP-certified Roundhouse product.

Simplement Announces Optimized SAP to Microsoft Fabric Solution

At an all-hands meeting Thursday, OpenAI CEO Sam Altman denied reports that he received a "giant equity stake" in the company. OpenAI Chairman Bret Taylor told CNBC that the board has talked about giving Altman a stake, but no specific figures have been discussed.

Sam Altman tells OpenAI employees he hasn't received 'giant equity stake' in company

Microsoft on Thursday pledged to invest 14.7 billion reais ($2.70 billion) in Brazil over three years to enhance its cloud infrastructure and artificial intelligence (AI) in Latin America's largest economy.

Microsoft to make $2.7 billion cloud, AI investments in Brazil

A Wall Street analyst lowered his fiscal 2025 estimate for Microsoft Azure revenue, citing slower uptake of Copilot AI services.

Microsoft Azure Sales Estimate Lowered As Copilots Slow To Take Off

Microsoft and Constellation Energy just inked a 20-year nuclear energy deal.

Microsoft's Nuclear Deal Signals A Trend Change; S&P 500 Utility Stocks Rally

OpenAI intends to become a for-profit public-benefit corporation, The Wall Street Journal reported, citing people with knowledge of its plans.

How OpenAI's Plan to Become 'For Profit' Could Help It Raise Money From Apple, Microsoft, Nvidia

Microsoft has ignited a potential new energy market by signing a 20-year agreement to reactivate the dormant Three Mile Island nuclear plant in Pennsylvania.  The move marks the first time a major tech company has directly invested in nuclear power generation to fuel its artificial intelligence (AI) operations.

Microsoft's Nuclear Deal Could Spark New Market for AI Power

Microsoft (MSFT) is facing antitrust accusations about its cloud strategy from tech rival Alphabet's (GOOGL) Google division.

Google Accuses Microsoft of Anticompetitive Cloud Practices

Tech firms are willing to spend big to power the massive data centers they use to run artificial intelligence applications.

Microsoft Wants Nuclear Power So Bad for AI That It's Paying Double, Experts Say

BELLEVUE, Wash--(BUSINESS WIRE)--Today, Lithos Carbon announced Microsoft as a return carbon removal customer, having signed a new, three-year agreement to permanently remove CO₂ using Enhanced Rock Weathering (ERW). As of December 2023, Lithos Carbon delivered 500 tons of carbon removal for Microsoft, by deploying ultra-fine, organic-grade volcanic basalt rock dust on US farmland. This summer, Lithos Carbon deployed a novel carbon removal research field for Microsoft in collaboration with lead.

Lithos Carbon Researching Carbon Removal using Enhanced Rock Weathering for Microsoft

NEW YORK--(BUSINESS WIRE)-- #alternativeinvestment--Align secures MSP of the Year award for the 2nd consecutive year at the MSP 501 Summit Gala in Atlanta.

Microsoft, Align, and Other Industry Leaders Secure Top Honors in Channel Futures MSP 501 Special Awards

Alphabet

Google has lodged a formal antitrust complaint related to Microsoft's commercial practices in the cloud-computing industry. The search giant looks to be hoping that the European Union might help it shake up the sector.

News for Microsoft Stock (MSFT)