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 just released its financial results for the fiscal 2023 fourth quarter and full year. Its revenue growth was sluggish, but the company made substantial progress on its AI initiatives.

When You Look Back in a Few Years, You'll Wish You'd Bought This Trillion-Dollar AI Stock

Microsoft stock has benefited from the rise in the effectiveness of artificial intelligence.

Should Investors Buy Microsoft Stock?

ACM Research

Alibaba

Alphabet

Himax Tech

Splunk

Tesla

The allure of millionaire-maker tech stocks can prove irresistible for the daring investor, particularly those willing to bank on the sprawling innovation landscape for life-changing returns. Amid the rapid acceleration of digital innovation, the technology space brims with high potential tech stocks, which could prove to be golden tickets for unparalleled market upside.

7 Millionaire-Maker Tech Stocks to Buy Before the Window Closes

Apple

Amazon

NVIDIA

Here is a comparison of the trailing 12-month Price-to-Sales ratios of the S&P 7.

Are Big Tech Stocks Too Expensive? 2 Of Them Are Still Cheap!

Boeing

Cisco Systems

Chevron

Intel

Procter & Gamble

Travelers

Verizon

Walgreens

The Dow Jones recovered from yesterday's selloff to gain 0.5% as investors hoped that slowing inflation would end Fed rate hikes.

Dow Jones Today: Index Rebounds on Slowing Inflation

Crocs

W.W. Grainger

O'Reilly Automotive

Market moves this week offer a chance for investors to scoop up some attractive names following selloffs.

Crocs, Microsoft and 2 More Stocks to Buy After Earnings

Apple's AI works in the background. And the company doesn't yell about it the way some of the other companies do.

Google, Microsoft, and Meta can't stop talking about A.I. — here's why Apple rarely mentions it

Analog Devices

Cirrus Logic

Marvell Technology

QUALCOMM

Qorvo

Skyworks Solutions

AT&T

T-Mobile US

The best 5G stocks to invest in will change as smartphone apps, fixed broadband, enterprise services and the metaverse develop over time.

5G Stocks To Watch As Cloud, Enterprise Services Emerge

Microsoft has been hungry for thousands of graphics processing units to ramp up capacity for artificial intelligence. Not having enough could spell trouble.

Microsoft warns of service disruptions if it can't get enough A.I. chips for its data centers

RESTON, Va.--(BUSINESS WIRE)--AIS (Applied Information Sciences), experts in helping organizations modernize and innovate with Microsoft Cloud, proudly announces its attainment of the AI and Machine Learning on Microsoft Azure and DevOps with GitHub on Microsoft Azure advanced specializations, bringing their total number of specializations to eleven. This remarkable achievement showcases their expertise in enabling customer adoption of Azure AI solutions and help customers establish secure soft.

AIS Earns Eleventh Microsoft Advanced Specialization with AI and Machine Learning, Reinforcing Leadership in Azure OpenAI

DexCom

Paycom Software

Arch Capital

Best Buy

Broadridge Financial

Salesforce

Cintas Corp

Etsy

Keysight

Lowe's

Monolithic Power Systems

Motorola Solutions

Norwegian Cruise Line

Nasdaq

Netflix

NetApp

Insulet

Synopsys

Sysco

Take-Two Interactive Software

Subscribers to  Chart of the Week  received this commentary on Sunday, July 23.

25 S&P 500 Stocks to Target Next Month

Adobe

Microsoft and Adobe dominate their respective niches. Cash flow and profit margin trends are excellent for both companies.

2 Best Software Stocks to Buy in 2023 and Beyond

BigBear.ai Holdings

The ongoing AI revolution jolted tech stocks out of the rampant funk that was prevalent in 2022. This has investors on the prowl for any AI-related stocks, but not all are created equal.

1 Artificial Intelligence (AI) Growth Stock to Buy Hand Over Fist and 1 to Avoid Like the Plague

The European Commission on Thursday announced an antitrust probe into Microsoft bundling its Teams communications app with its popular Office suite, on concerns the firm could be cutting out competitors.

EU opens antitrust probe into Microsoft over Teams

C3.ai

Micron Technology

Oracle

Make Tons or Lose Tons with AI – You Pick

American Express

Dow Inc

Honeywell

Dow Jones falls more than 200 points, ending the historic 13-day rally, on investor fears that strong economic data could bring more rate hikes.

Dow Jones Today: Index Plunges, Ending Streak, on Concern About Rate Hikes

News for Microsoft Stock (MSFT)