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

"By lowering Google's search margins, Microsoft could put pressure on other Alphabet businesses, many of which compete with Microsoft."

ChatGPT parent OpenAI could help Microsoft target Google's cloud business, Ark Invest says

Alphabet

ChatGPT "has illustrated to people just how advanced AI has become," according to Musk.

Elon Musk, who co-founded firm behind ChatGPT, warns A.I. is 'one of the biggest risks' to civilization

Microsoft is launching AI tools into several products including its BING search engine and MS Office. The early success of ChatGPT through its partnership with "OpenAI" shows the company has an advantage over mega-cap tech rivals.

Microsoft: AI-Powered Rally Is Just Getting Started

A diverse ecosystem and commitment to ushering AI into the mainstream could provide long-term growth for Microsoft.

This Non-FAANG Big Tech Stock Is a Buy for 2023 and Beyond

Former and current Google employees told The Information the company had taken a cautious approach to AI development.

Google employee said pitching new AI products wasn't worth it because of the company's 'bureaucratic roadblocks,' report says

These tech giants could win big from the growing adoption of generative AI applications like chatbots.

2 Chatbot Stocks Set to Explode in 2023

iShares MSCI Emerging Markets ETF

iShares MSCI EAFE ETF

SPDR S&P 500 ETF Trust

Twitter

The 13F report details which stocks were in a guru's equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter's end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

Board of Trustees of The Leland Stanford Junior University's Top 5 Sells of the 4th Quarter

Deere & Company

Netflix

SentinelOne

With new advancements in computer technologies and utility, several tech stocks soared on the implications for the broader artificial intelligence trend. In particular, the ability of AI and machine learning protocols to meet users where they are – that is, to speak their (human) language – sparked intense curiosity.

7 Publicly Traded Companies Jumping Aboard the AI Train

In showing off its chatbot technology last week, Microsoft's AI analyzed earnings reports and produced some incorrect numbers for Gap and Lululemon.

Microsoft's Bing A.I. made several factual errors in last week's launch demo

JetBlue Airways

Activist investor Daniel Loeb's Third Point LLC bought new stakes in Microsoft Corp. and JetBlue Airways Corp. and sold off holdings on T-Mobile US Inc. and Take-Two Interactive Software, among other investment decisions in the fourth quarter, according to a filing late Tuesday.

Third Point opens new stakes in Microsoft, JetBlue

So far, Microsoft enjoys the early lead in the "AI war" between itself and Google. It deployed demos of AI products faster than Google did, and its CEO claimed that he would crush Google's gross margin.

Microsoft: The AI Leader

Activision Blizzard

Microsoft will make a last-ditch effort to defend its $69 billion bid for "Call of Duty" maker Activision Blizzard in front of EU and national antitrust officials at a closed hearing on Feb. 21, the U.S. software company said on Tuesday.

Microsoft to defend Activision deal at EU hearing on Feb. 21

Father of internet warns: Don't rush investments into AI just because ChatGPT 'is really cool'

Advanced Micro Devices

Disney

In good markets and bad, investors should always keep an eye out for stocks they'd buy in any environment. These ‘solid buy stocks' are ones that tend to show relative strength versus the broader market.

3 ‘Strong Buy' Stocks That Wall Street Loves

Apple

Bank of America

Chevron

JPMorgan Chase & Co

Exxon Mobil

If you lack just a handful of key stocks, you're missing out on a sizable chunk of the S&P 500's profit potential. The post 7 Stocks Generate An Astounding 25% Of The S&P 500's Profit appeared first on Investor's Business Daily.

7 Stocks Generate An Astounding 25% Of The S&P 500's Profit

Amazon

Salesforce

Big tech companies have laid off tens of thousands of employees recently. These charts show what that means compared to pre-pandemic headcount.

These 6 charts show how layoffs at Google, Meta, and other tech giants still leave them with more employees than before the pandemic

Since its blunder, Alphabet has already shed more than $150 billion in market cap.

Is Alphabet's Stock a Sell After Microsoft's ChatGPT Upgrades?

Microsoft has confirmed that it's finally killing off Yammer, the enterprise social network it procured more than a decade ago for $1.2 billion. Yammer was initially created out of San Francisco back in 2008, with cofounder David Sacks formally launching the startup at a TechCrunch startup event.

Microsoft ditches Yammer brand and goes all-in on Viva Engage

Cloudflare

A solid earnings report, impressive guidance, and a massive catalyst could help this tech stock sustain its healthy momentum.

This Hot Artificial Intelligence Stock Is Set to Soar Higher After Posting Terrific Growth

PayPal

These growth stocks have clear competitive advantages and large market opportunities.

2 Top Stocks in Warren Buffett's Secret Portfolio to Buy Now and Hold Forever

NVIDIA

These three companies are already putting AI to work in and with their products.

Artificial Intelligence Stocks Are Hot: Here Are the 3 Best Stocks to Buy

In a surprising move, as a part of Microsoft's reduction of 10,000 workers announced in January, the software giant also laid off 100 team members for its metaverse division.

Microsoft Shifts Focus to AI, Terminates Metaverse Division

The impact of Microsoft Corp.'s plan to lay off about 10,000 workers will reportedly be felt at LinkedIn.

Microsoft's layoffs reportedly felt at LinkedIn

Microsoft's business isn't only about its involvement in ChatGPT -- far from it, according to at least one pundit.

Why Microsoft Stock Beat the Market on Monday

Bank of New York Mellon

Cisco Systems

Diageo

U.S. Bancorp

The portfolio is managed by New England Asset Management, which was acquired by Berkshire Hathaway in 1998 through its $22 billion General Re buyout.

News for Microsoft Stock (MSFT)