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

Time, patience, and persistence are the keys to successful stock investing. Whatever investing strategies you prefer, it's crucial to give those ideas plenty of time to mature and grow, like fine wines or great cheeses.

The Wisdom of Time: Long-Term Investment Ideas for Savvy Investors

Microsoft's Azure continues to grow at a faster rate than Amazon's AWS. But its $69 billion takeover of Activision Blizzard could be in serious trouble.

1 Green Flag and 1 Red Flag for Microsoft's Future

Amazon

Alphabet

Earnings reports from the leading cloud infrastructure companies showed that businesses continue to look for ways to trim their spending.

Top cloud providers Amazon, Microsoft and Google face ongoing spending cuts by clients

This is a technical analysis article. Microsoft had a great pop in price after earnings because it seems to be doing everything right, but is it overvalued? If it is overvalued, then any pullback in this bear market to retest its bottom will take all the overvalued stocks down with it.

Microsoft Triggers Our Buy Signal (Technical Analysis)

3 Top AI Stocks to Buy Right Now for the Coming Bull Market

NVIDIA

Upstart Holdings

Nvidia's products are particularly adept at powering artificial intelligence applications. Upstart hopes its AI will upend an industry ripe for disruption.

Artificial Intelligence Will Change the World. Here Are the 3 Stocks With the Most to Gain.

The companies talking about artificial intelligence today aren't likely to be the biggest winners in the future.

AI Winners Aren't Who You Think

Google Cloud and Microsoft Azure are growing faster than Amazon Web Services (AWS). However, Amazon has three main reasons why it's not concerned about the threat from these two rivals.

Google and Microsoft Are Gaining on AWS: Here's Why Amazon Isn't Worried

Microsoft is gaining the upper hand against Google as the AI battle intensifies. Microsoft sees a higher potential for monetization as it embeds its Copilot across its products, gaining share against its rivals.

Microsoft: Brace For Pain As FOMO Buyers Rushed In

Final Thoughts on Big Tech Earnings. We are fresh off one of the most important weeks of every quarter: big tech earnings week.

What Did We Learn From Big Tech Earnings?

Nvidia's high-performance GPUs play a major role in powering the ongoing AI revolution. Microsoft's partnership with OpenAI is helping transform several of its core products.

2 Great Tech Stocks With Strong Cash Flows

Meta, Amazon, Microsoft and Alphabet earnings blow past expectations in exciting earnings week

Apple

Netflix

FAANG welcomed five members only, excluding the perhaps frontrunner on the AI Machine Learning, Microsoft. My very short-term Trading Rule over 15 Years is illustrated for my dear investors.

'FAMANG' On Artificial Intelligence Machine Learning?

Meta Platforms' open sourcing of its AI technology could work to the company's benefit. The tight connection between AI and the metaverse could also give Meta an edge.

Meta's Big AI Advantages Over Amazon, Google, and Microsoft That Are Hiding in Plain Sight

The market's contrasting reactions to Q1 results from four of the ‘Big 5 Tech Players' – Amazon AMZN, Alphabet GOOGL, Meta META & Microsoft MSFT – provides us a window into what market participants see as essential for these stocks to maintain their recent price momentum. Apple AAPL will report Q1 results on Thursday, May 4th.

Breaking Down Big Tech Earnings

Microsoft announced it's signing another 10-year deal with a cloud gaming platform -- this time, European service Nware.

Microsoft inks 10-year agreement with cloud gaming platform Nware

Activision Blizzard

Snap has earned a repeat ‘Perform' rating from Oppenheimer analysts after reporting first-quarter results that failed to impress investors, sending the stock tumbling by almost 20% on Friday.

Microsoft's Activision bid ‘not dead;' Alphabet, Amazon price targets raised and other analyst calls of the week

Chipotle

HCA Healthcare

Earnings season has delivered plenty of surprises so far, with Consumer Staples titans utilizing their pricing power and big tech injecting positive sentiment into the market.

3 Stocks That Popped Post-Earnings

In their calls with analysts this week, Alphabet, Microsoft, Amazon and Meta emphasized their hefty investments in large language models.

Tech earnings calls show mega-cap companies going big on A.I. as they cut costs elsewhere

Britain's Competition and Markets Authority (CMA) on Wednesday blocked Microsoft's $69 billion acquisition of 'Call of Duty' maker Activision Blizzard over concerns it would hinder cloud gaming.

Explainer: What next for Microsoft's $69 bln Activision deal after UK ban?

Microsoft posted steady growth numbers for its fiscal third quarter. Its Bing search engine has become a perceived competitive threat to Google search.

Microsoft Stock Surged After Earnings: Is It Too Late to Buy?

U.K. regulators are blocking the deal over concerns about the cloud gaming market. With the U.S. Federal Trade Commission also voicing objection, the deal looks likely to fall apart.

Did the U.K. Just Kill the Microsoft-Activision Blizzard Deal?

Microsoft's investments in cloud and AI make it a top player in the industry. The company's AI and cloud capabilities are expanding into various product lines.

Spoiler Alert: Microsoft Is a Cloud and AI Business Now

Sir Ian Livingstone, the co-founder of Games Workshop Group PLC (LSE:GAW), has contradicted comments made by the UK competition watchdog after shutting down Microsoft's US$69bn takeover of Activision Blizzard, in what would have been the largest merger in video gaming history. Speaking to the BBC on Friday about the cancelled merger, Sir Livingstone said: "I think the sentiment of the games industry itself in the UK is for it to go ahead,” adding that “It would be odd if the UK was the only region to object to this acquisition going forward”.

Games Workshop founder says UK games sector ‘in favour' of Microsoft Activision deal

AbbVie

AbCellera Biologics

Intuitive Surgical

Cloudflare

AI is advancing everything from health care to banking. This isn't new, but it is hitting the mainstream consciousness.

News for Microsoft Stock (MSFT)