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

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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

Activision Blizzard

Activision Blizzard Inc (NASDAQ: ATVI) ended more than 5.0% up on Friday after the Competition and Markets Authority of the United Kingdom eased its stance on the company's pending merger with Microsoft Corporation (NASDAQ: MSFT).

U.K. CMA eases stance on pending Microsoft-Activision merger

Amazon

Credit Suisse

Redfin

Signature Bank

SVB Financial Group

UBS Group AG

U.S. Bancorp

Plus, Jacob Goldstein, host of the podcast "What's Your Problem?," talks about bank runs.

More Tech Layoffs; Ongoing Bank Drama

Salesforce

Zoom Video

Big cash hoards give these companies a lot of flexibility.

3 Stocks With Tons of Cash

Microsoft Corp has threatened to cut off access to its internet-search data, which it licenses to rival search engines, if they do not stop using it as the basis for their own artificial intelligence chat products, Bloomberg News reported on Friday, citing people familiar with the dispute.

Microsoft threatens to restrict data from rival AI search tools - Bloomberg News

Apple

Alphabet

NVIDIA

Investors are relying on an old strategy to navigate the current tumult in asset prices: buying shares of the massive U.S. companies that led markets higher for years.

Wall St Week Ahead Strength in megacap stocks masks broader U.S. market woes

The stock market and Dow Jones shrugged off a Fed decision and bank fears to end the week higher. But reasons for caution remain.

Stock Market Gains But Consider These Warning Signs; Microsoft-Activision Boost This Group

Microsoft has an early mover advantage in the generative AI market thanks to OpenAI and ChatGPT. Nvidia's dominance in GPUs and the importance of these chips in generative AI applications could help it remain a top AI stock.

Better AI Stock: Microsoft vs. Nvidia

Enphase Energy

SolarEdge Technologies

Value stocks have taken a hit, while growth stocks are more expensive. The good news: There's a way to find growth stocks that trade more reasonably.

3 Growth Stocks Worth a Look ---and How to Find More

The watchdog is still investigating the deal's impact on the cloud computing market and plans to issue a final report by April 26.

Activision shares jump after UK narrows probe of $69B Microsoft deal

Microsoft has strong fundamentals and good growth prospects, driven by Cloud and AI. While its recent operating momentum has decelerated, this is mainly related to cyclical issues.

Microsoft: Does AI Justify A Higher Valuation?

Britain's competition watchdog has provisionally dropped concerns that Microsoft's proposed takeover of Activision Blizzard would damage the UK console gaming market.

Microsoft's £56bn Activision Blizzard takeover moves closer as watchdog drops concerns

There's positive news for both Activision Blizzard (NASDAQ: ATVI ) and Microsoft (NASDAQ: MSFT ) today. Regulators in Britain determined that Microsoft's potential $69 billion buyout of Activision wouldn't cause harm to competition in the gaming console market.

ATVI Stock Pops as U.K. Eases Up on Microsoft-Activision Deal

Microsoft's $69-billion takeover bid for US video game giant Activision Blizzard scored a victory on Friday as Britain's competition regulator narrowed the scope of its probe to cloud gaming.

Microsoft's Activision bid gets a boost in UK

Markets moved lower early Friday as investors remained concerned about the state of the global banking system. U.K. regulators made some positive comments about the potential impact of the Microsoft acquisition of Activision Blizzard on competition.

Could Microsoft Finally Get to Buy Activision Blizzard?

The UK's competition regulator no longer believes that Microsoft's proposed $68.7bln takeover of Activision Blizzard will harm the country's console gaming market. In a statement, the Competition and Markets Authority (CMA) said it has reached the provisional conclusion that “overall, the transaction will not result in a substantial lessening of competition in relation to console gaming in the UK.

Microsoft's Activision takeover will not harm console gaming, UK competition regulator says

Regulators are no longer concerned the compay might pull Call of Duty from rivals such as Sony, reducing competion in the market for game consoles.

Microsoft's Activision Deal Gets a Win. The U.K. Is No Longer Worried About Console Competition.

The UK's antitrust watchdog has narrowed its probe of Microsoft's $68.7 billion bid for video game giant, Activision Blizzard, it said today. In February, the Competition and Markets Authority (CMA) provisionally concluded the merger “could harm U.K. gamers” through higher prices, fewer choices, or less innovation.

UK narrows antitrust probe of Microsoft-Activision

Activision Blizzard Inc. stock ATVI, +1.32% is up about 5% in premarket trades after the U.K.'s Competition and Markets Authority (CMA) said it remains on course for completing it review of the video game company's proposed acquisition by Microsoft Corp. MSFT, +1.97% by the end of April. “We have now provisionally concluded that the merger will not result in a substantial lessening of competition in console gaming services because the cost to Microsoft of withholding Call of Duty from PlayStation would outweigh any gains from taking such action,” said Martin Coleman, chair of the independent panel of experts that's reviewing the deal for the CMA.

Activision stock rises as U.K. regulator reduces concerns with Microsoft acquisition

Britain's regulator said it no longer believed that Microsoft's $69-billion purchase of "Call of Duty" maker Activision Blizzard would harm competition in relation to the supply of gaming consoles, but its other concerns remain.

UK regulator drops some competition concerns in Microsoft-Activision deal

Upstart Holdings

Microsoft's stake in ChatGPT makes it an AI leader. Nvidia's GPUs will remain the pick-and-shovel play of the AI market.

These 3 AI Stocks Could Outperform the S&P 500 in a Bull Market

Microsoft has an excellent record of generating solid and increasing cash flow. The company is a key player in nearly every hot tech area, notably including cloud services, AI, and quantum computing.

3 Reasons Microsoft Stock Is a No-Brainer to Buy and Hold

Mastercard

Microsoft's diversified business model is a key competitive advantage in the current uncertain economic environment. Mastercard is thriving thanks to the secular shift from physical cash to alternative payment methods.

2 Growth Stocks to Buy Before the Bull Rally

Top Stocks To Buy For 2023? 3 Tech Stocks To Know

Dell Technologies

SAP SE

Global tech giants from Microsoft and Google to SAP have laid off thousands of employees since the start of the year despite being profitable.

These tech giants are still making money, but layoffs are coming hard and fast

Microsoft Corp's initial offer to address EU antitrust complaints filed by rivals is insufficient and the U.S. software giant needs to do more, German software provider Nextcloud said, as regulators consider whether to open a formal investigation.

News for Microsoft Stock (MSFT)