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

Artificial intelligence is one of the main reasons many experts remain bullish on Microsoft Corp (NASDAQ: MSFT), despite its year-to-date rally. However, Stephen Yiu of Blue Whale Growth Fund has a different perspective.

This fund manager is selling Microsoft stock over AI concerns: could it impact profit margins?

OpenAI is projected to turn a profit in 2029, a new report from The Information says. Microsoft also appears to be on track to get a 20% cut of OpenAI's revenue, per the report.

It will be a while before OpenAI turns a profit. In the meantime, Microsoft gets a cut of revenue.

Advanced Micro Devices

Super Micro Computer

AMD, Supermicro, and Microsoft might be compelling alternative AI plays.

Should You Forget Nvidia and Buy These 3 Millionaire-Maker AI Stocks Instead?

One analyst thinks even the mighty Microsoft is paying too much for Nvidia chips.

Microsoft Just Got Downgraded -- and It All Has to Do With Nvidia

Apple

Amazon

US stocks climbed for the second straight day on Wednesday, with the S&P 500 hitting a new record high as technology stocks led the charge and investors brushed aside geopolitical concerns. The S&P 500 and Nasdaq Composite gained 0.7% and 0.6%, respectively, while the Dow Jones Industrial Average surged 400 points, or 0.95%.

Tech rally boosts S&P 500 to record high as Microsoft, Amazon, and Apple lead; Dow jumps 400 points

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Saviynt, a leading provider of cloud-native identity governance solutions, today announced that Nupur Goyal has joined the company as Vice President of Product Marketing. Goyal, a cybersecurity industry veteran with more than a decade of experience in identity security, will lead Saviynt's product marketing strategy, as the company continues to deliver innovative solutions that meet the evolving needs of the modern enterprise. Goyal's technical background is.

Saviynt Hires Identity Leader from Microsoft, Duo and Sailpoint to Lead Product Marketing

Alibaba

37% of David Tepper's Fund Is Invested in These 4 Stocks

Tesla

Analysts expect these Magnificent Seven stocks to move in opposite directions.

Tesla Stock vs. Microsoft Stock: Wall Street Says Buy One and Sell the Other

Investment bank Oppenheimer has downgraded its rating on Microsoft (MSFT, Financial) from "Outperform" to "Perform," citing overly optimistic expectations for future revenue and earnings. The downgrade primarily stems from anticipated significant losses by Microsoft's AI partner, OpenAI, and the slower-than-expected adoption of AI technology by enterprises, potentially leading to lower-than-expected related revenue.

Oppenheimer Downgrades Microsoft (MSFT) Rating Due to AI Concerns

A chart of Microsoft's stock will soon flash a clearly visible bearish signal that's been in the works for the past couple months — but there are some other, more subtle technical signs that may be even more worrisome for bulls.

Microsoft's stock heads for a ‘death cross' — but there are bigger chart problems

Microsoft Corp. MSFT has been riding high in 2024, with the stock up 11.38% year-to-date and 25.21% over the past year.

Microsoft Stock Nears Death Cross As OpenAI Partnership Weakens: Time To Lock In Gains?

Wall Street analysts Tuesday clashed on Microsoft's prospects ahead of the software giant's September-quarter earnings report.

Wall Street Is Mixed On Microsoft Ahead Of Earnings

MSFT's high FWD P/E of 31x can feel off-putting to many investors. However, its positives far outweigh negatives (such as high valuation) and can deliver market-beating returns. This article details the top two positives on my mind.

Microsoft: Back To Basics

SCOTTS VALLEY, Calif.--(BUSINESS WIRE)--Paystand expands its support for Microsoft Dynamics products, including on-premises ERPs. The company is also adding features to MS cloud products.

Paystand Announces Expanded Support for Microsoft at Community Summit 2024

Optimism about AI-related growth has helped shares of Microsoft (MSFT) this year, but at least one investment bank is urging caution about what might come next.

Microsoft's Stock Has One Fewer 'Buy' Rating on Wall Street Today

Netflix

NVIDIA

On Tuesday, major technology stocks showed significant gains. Microsoft (MSFT) rose over 1%, while Apple (AAPL, Financial) saw an increase of more than 1.5%.

Tech Stocks Rally: MSFT, AAPL, NFLX, NVDA Lead Gains

The tech company is scheduled to report earnings on Oct. 22.

Microsoft Is Spending Big on AI. Why an Analyst Went from Excited to Concerned.

LinkedIn introduced three casual games in May, looking for new ways to get people to have fun and connect with others. Queens is the most popular of the trio, and LinkedIn is now rolling out a similar title called Tango.

LinkedIn goes deeper into puzzle games with Tango, following success of Queens

MINNEAPOLIS, Oct. 08, 2024 (GLOBE NEWSWIRE) -- Data protection and resilience leader CrashPlan announced today it has acquired Parablu, Inc. a leading provider of data security and resiliency solutions known for its market-leading offerings protecting Microsoft 365 (M365) data. The acquisition positions CrashPlan to deliver the industry's most comprehensive backup and recovery capabilities for data stored on servers, on endpoint devices and in Exchange, OneDrive, SharePoint, and Teams to Azure, their cloud, or to CrashPlan's proprietary cloud.

CrashPlan Acquires Microsoft Partner Parablu to Extend M365 Protection

SANTA BARBARA, Calif.--(BUSINESS WIRE)--Bitwarden, the trusted leader in password, secrets, and passkey management, today expanded its integration capabilities with the release of a Microsoft Sentinel integration to enhance security information and event management (SIEM) for organizations. Security teams can now monitor, detect, and respond to password management, account access activities, and potential threats in real-time using Microsoft Sentinel's advanced features. In today's evolving thr.

Bitwarden Integrates with Microsoft Sentinel to Enhance Security Information and Event Management (SIEM)

IonQ

These firms are building technology that could upend the computer industry.

Better Quantum Computing Stock: Microsoft vs. IonQ

Oppenheimer downgraded Microsoft's stock, warning that OpenAI losses could weigh on Microsoft earnings, all while AI revenue might trail expectations.

OpenAI has been an asset for Microsoft. Now it could mean risk for the stock.

Investors are curious about one of the most recognizable companies in the world.

How Much Is Microsoft Stock Really Worth?

Alphabet

The Q3 2024 earnings season will be filled with nuggets on AI's impact on corporate strategies and its potential to deliver real-world outcomes. Key themes include AI capex and ROI, with companies ramping up investments and investors scrutinizing returns. AI monetization strategies are under the spotlight, with firms needing to justify their spending through tangible results.

Q3 Earnings Preview: AI's Big Test - Profits Or Promises?

Datadog

BTIG's Chief Market Technician, Jonathan Krinsky, reports that the SPDR S&P Software & Services ETF is maintaining stability above a significant base pattern, showing relative strength and is poised for a breakout. This ETF has risen 3.92% this year, though it experienced a 1.30% decline recently.

News for Microsoft Stock (MSFT)