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

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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

Stock prices and returns are influenced by a company's net cash on the balance sheet and changes in its future expected free cash flows. Enterprise valuation, also known as the discounted cash flow method, is a more comprehensive way to determine a company's intrinsic value than applying valuation multiples. A company's share price is adjusted downward by the amount of the dividend on its ex-dividend date. Understanding this has important considerations across dividend income strategies.

Should Microsoft Pay A Special One-Time Dividend (Again)?

Microsoft last increased its dividend in September 2022. It typically raises its payout by 10% per year.

Is a Big Dividend Hike Coming for Microsoft's Stock?

Bristol-Myers

Bristol Myers Squibb's declining revenue growth won't last forever. Microsoft has a strong moat and plenty of avenues for expansion.

2 Dividend Stocks to Buy Hand Over Fist

Take-Two Interactive Software

Microsoft stock still looks attractive. Take-Two Interactive is prepping for a huge year in 2025.

Looking for Tech Stocks? These 2 Are Great Buys

Apple

Amazon

Let's face it; investing has us often peeking over the proverbial fence to see where the grass might be greener. Many gold standards of “green” can be found by tracking stocks billionaires are buying.

3 Top Stocks Billionaires Are Loading Up On in 2023

C3.ai

Tesla

Cathie Wood is the head of Ark Investment Management, and she's extremely bullish on artificial intelligence (AI). She thinks AI could add $200 trillion to global economy output by 2030, and software companies might be the key drivers.

Cathie Wood Says Software Is the Next Big AI Buying Opportunity -- And These 4 Stocks Are Set to Crush the Market

Apple and Microsoft are the world's two most valuable companies by market cap. Apple has achieved massive success, thanks to the popularity of its products.

2 Growth Stocks That Could Beat the Market Over the Next 10 Years

LinkedIn standalone revenue in Microsoft suites of business will be close to $25B by 2025. Deep integration of LinkedIn Premium solution with Dynamic 365 will redefine social marketing. The integration of LinkedIn into Microsoft's ecosystem enhances productivity, collaboration, and professional development.

Microsoft's Strategic Gamble On LinkedIn Exceeds All Expectations

Alphabet

Analysts at Wedbush see the rally in tech stocks continuing into 2024 led by artificial intelligence (AI).  In a note to clients, the analysts wrote that they believe the latest pullback in tech stocks was just a brief pause before the rally resumes in full force post-Labor Day heading into year-end.

Analysts see AI leading tech rally into 2024

NVIDIA

New 13F filings show that hedge funds went tech-heavy in the second quarter as the sector continues to outperform.

Hedge Funds Target Tech In Q2, Increasing Positions In Meta Platforms, Microsoft, Nvidia, Apple - Meta Platforms (NASDAQ:META)

Microsoft has shown consistent growth in its AI-related endeavors in 2023, particularly in its Server Products and Office Products segments. The partnership with OpenAI has allowed Microsoft to integrate GPT-4 models into most of its products and services, giving it a competitive edge. We believe Microsoft leads the Software and Cloud industries with its broader and more developed AI solutions across most verticals compared to its nearest competitors.

Microsoft: King Of AI In Software And Services

Nintendo

Sony

The video game industry is booming and has a good runway. Iconic brands, easy access to popular titles, and other factors have contributed to video games becoming a core component of many people's lives.

The 3 Most Undervalued Gaming Stocks to Buy Now: August 2023

Visa

History says the Dow Jones could climb another 11% in the remaining months of the year. Microsoft leads in enterprise software and has big opportunities in cloud computing and AI.

History Says the Dow Jones Is Headed Higher: 2 Blue Chip Stocks to Buy Now and Hold for Years

LONDON & NEW YORK & HONG KONG--(BUSINESS WIRE)--Options Earns Distinction as Microsoft Solutions Partner for Data and AI Innovation.

Options Earns Distinction as Microsoft Solutions Partner for Data & AI Innovation

The S&P 500's Magnificent Seven stocks aren't looking so magnificent now. Their August sell-off is costing investors big time.

'Magnificent 7' Stock Meltdown Costs Investors $632 Billion

A low-profile asset manager has been a major winner from the Big Tech stock rally this year. Jennison Associates' stakes in Tesla, Nvidia, Microsoft, Apple, and Amazon have soared in value.

A secretive asset manager had $36 billion riding on just 5 tech stocks including Tesla and Nvidia at the end of June

Certain stocks have surged this year, with hyper-growth tech companies seeing some of the biggest gains. The three companies listed below have highlighted what momentum can mean for sustained moves higher, even though these stocks are all down at least 10% from their all-time highs, at the time of writing.

Don't Jump the Gun! 3 Hyper-Growth Stocks to Grab AFTER a 10% Dip

Activision Blizzard

Thanks to the regulatory process, this deal will significantly enhance competition in the video game industry while securing workers' rights and consumer interests.

A merger that's good for workers and consumers

Microsoft (MSFT) introduces an all-new spin on Crash Team Rumble, which is now available to try absolutely free for a limited time.

Microsoft (MSFT) Introduces Free Trial on Crash Team Rumble

Advanced Micro Devices

The man who broke the bank of England is more focused on artificial intelligence (AI) these days. George Soros has been doubling down on positions in this booming new market, according to recent filings.

George Soros Is Betting Big on AI Stocks: 3 Names to Watch

SOUTHBOROUGH, Mass.--(BUSINESS WIRE)--Oxbridge Health (“Oxbridge”) will leverage nirvanaHealth's Aria Payer & PBM platform to administer its innovative Episode Benefit plans, an entirely new category of health insurance plan design that integrates familiar features of PPO and HMO plans, while using episode allowances to drive radical levels of cost transparency. The new plans will begin enrolling self-funded employers starting in 2024. The Aria platform-as-a service will be deployed by Oxbr.

Oxford Health Founder, Steve Wiggins, launches a new type of health insurance plan with nirvanaHealth's Aria platform on Microsoft Azure

Albemarle

ChampionX

CME Group

Chart Industries

McDonald's

Micron Technology

Roku

T. Rowe Price Group

Earlier this month, Finbold released an article about ‘The GPT Portfolio' – a group of investors who are managing a $50,000 portfolio of stocks based entirely on OpenAI's ChatGPT suggestions.

Here's how a ChatGPT-based stock portfolio performed last week

Johnson & Johnson

Two weeks ago, Fitch downgraded the U.S. credit rating from AAA to AA+. This matched the downgrade issued by Standard & Poor's (S&P) in 2011.

Meet the Only 2 Publicly Traded Companies With a Higher Credit Rating Than the U.S. Government

Carnival

General Electric

PulteGroup

Royal Caribbean Cruises

That's important, because investors who rely on income may be disappointed in their 2023 return. According to S&P Dow Jones Indices, since 1926, dividends have contributed approximately 32% of the total return for the S&P 500, while capital appreciations have contributed the remaining 68%.

Dividend Stocks Lag Behind 2023 Market Rally as AI Stocks Surge

The technology sector, which has been the top-performing sector this year, has seen a minor decline this week. The Invesco QQQ Trust NASDAQ: QQQ has retreated by 1.38% this week.

News for Microsoft Stock (MSFT)