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

MSFT's post-earnings selloff reversed as dip buyers charged back with unwavering determination. Microsoft's alliance with OpenAI shines with immense potential, yet investors must beware of the ChatGPT buzz as its monetization remains in its infancy.

Microsoft: Investors Need To Separate Reality From Hype

Advanced Micro Devices

Amazon

Alphabet

Intel

Micron Technology

The biggest cloud companies are pulling back on server procurement in 2023, creating a massive headache for component suppliers.

The Cloud Giants Are Slowing Down

A leaked internal message revealed that Microsoft told employees that using ChatGPT for work is fine. But they should still be careful while using it.

Microsoft is chill with employees using ChatGPT — just don't share ‘sensitive data' with it.

And how these investments will differentiate the tech company from competitors.

Microsoft's CEO Elaborates on Investing in ChatGPT and Artificial Intelligence

Fewer companies than usual are beating Wall Street's fourth-quarter earnings expectations.

Investors Shrug Off Weak Earnings Reports as Stocks Rebound to Start Year

Apple

Here are a few examples of how long-term investing can change your life.

An Investment of Just $1,000 in Any of These 3 Stocks Could've Made You a Millionaire

These tech giants certainly trade attractively relative to their past but more near-term upside will largely depend upon the guidance and outlook they offer during the quarterly reports.

Big Tech Earnings Preview: Time to Buy Amazon or Alphabet Stock?

In a recent MarketWatch article, I predicted that Alphabet's GOOGL Google will be forced to put up its digital dukes and provide a worthy challenger to ChatGPT if it wants to remain the king of search engines. That time has come.

Clash of the AI titans: Google's Sparrow challenges ChatGPT and Microsoft — but winning this battle will require a lot of money.

A new report indicates that Microsoft's layoffs earlier this month have forced significant changes at its subsidiary 343 Industries, the company behind the Halo series of video games.

Microsoft's 343 Industries reportedly reorganizes after layoffs to chart future for ‘Halo'

Amazon.com Inc., Apple Inc. and Microsoft Corp. set records in their disclosed annual spending on Washington lobbying last year, as each tech giant shelled out more in a year than it ever has before amid pressure from Congress and the Biden administration.

Amazon, Apple, Microsoft set records with their spending on Washington lobbying

Microsoft is down over 20% from its peak in the fall of 2021, but shares still trade at a premium valuation of 26.7x earnings. MSFT is in the news for its recent investment in OpenAI (the company behind Chat GPT) and ongoing regulatory drama with the acquisition of Activision.

Microsoft: The Valuation Is Too Rich For This Behemoth

SoFi Technologies

Microsoft might be profitable, but Sofi Technologies is increasing sales faster.

Best Growth Stock To Buy: Sofi Stock vs. Microsoft Stock

The CEO's growth prediction isn't what investors wanted to hear.

Is It Time To Sell Microsoft Stock?

Investors didn't like next quarter's guidance, but management pointed to several positives lurking beneath the service for tech investors.

3 Positives for Tech Investors Buried in Microsoft's Earnings Report

The recent dip is a perfect opportunity to buy these two cash-gushing, industry-leading companies.

Bargain Shopping? 2 Unstoppable Stocks to Buy Hand Over Fist in 2023

Competition between the two tech giants is hotter than ever.

Better Big Tech Stock: Alphabet vs. Microsoft

Nintendo

Sony

IGN reported today that Sony, Microsoft and Nintendo -- the video game industry's biggest platform companies, may not have booths at E3 2023.

Sony, Microsoft and Nintendo may skip E3 2023 | IGN

Accenture Plc

With January drawing to a close, both Accenture (ACN) and Microsoft (MSFT) have certainly not shown the kind of strength they're known to flex during good markets. Yet for now, they are holding onto their seats as the IBD Long-Term Leaders train tries to extend its journey out of a tough bear market in 2022.

Have Accenture And Microsoft Bottomed? If So, This Chart Pattern Deserves Notice

The global cloud computing market is valued at $369 billion and expected to grow 15% annually to $1.6 trillion by 2030

Cloud is Growing 20% Annually: 3 Tech Stocks to Buy for Exposure

American Express

Some companies get too big or fail to change for a long time. However, these companies also often represent stocks to watch.

Big Shift Ahead? 3 Must-Watch Stocks Facing Pivotal Moments

Chris DeMuth's State Of The Markets January 2023

The future of search is conversational, if ChatGPT's viral success is anything to go by.

How ChatGPT Could Take Microsoft's Search Engine Bing Into the Future

Bristol-Myers

These companies are established leaders in their respective fields.

2 Top Dividend Stocks to Buy in 2023 and Hold Forever

There was a lot to like in Microsoft's recent earnings report, but is the stock too expensive?

Microsoft Continues Its March to Tech Dominance

The company has pledged billions of dollars more for OpenAI, the company behind the chatbot.

News for Microsoft Stock (MSFT)