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

Alphabet

Tools such as ChatGPT could upend search and cloud computing, but the cost will be high as profit margins draw more scrutiny.

Microsoft and Google Will Have to Bear AI's Costs

Microsoft is a diverse technology titan, which owns the worlds most popular operating system Windows, Xbox and the popular video conferencing platform MS Teams. The company is in talks to acquire 49% of the A.I company Open AI which created the viral ChatGPT product, for ~$10 billion.

Microsoft: Super Technical Chart With ChatGPT Catalyst

Apple

Amazon

Activision Blizzard

Broadcom

Costco

Rivian Automotive

Tractor Supply

Tesla

UnitedHealth Group

Vici Properties

VMware

These stock picks are attractive at these levels, and they add excellent diversity to a long-term investing portfolio.

10 Best Stocks to Buy Now for Long-Term Investors

Microsoft could be nearing its biggest deal ever. A ramped-up investment in ChatGPT-creator OpenAI could result in a massive windfall.

Microsoft: ChatGPT Could Be A Game Changer

Starbucks

You can rest easy while owning these dependable cash generators.

3 Rock-Solid Dividend Stocks to Buy in 2023

Microsoft is readying to cut more positions from its global workforce as tech giants continue paring headcount to ride out rough economic conditions, according to media reports on Tuesday.

Microsoft to cut staff again: reports

Microsoft is reportedly set to join the likes of Amazon, Salesforce and Google-parent Alphabet in kicking off the new year with job cuts.

Microsoft Prepares More Layoffs in Face of Economic Gloom

The company isn't immune to macroeconomic headwinds buffeting the broader industry. Microsoft's growth rate has been falling in recent quarters, and it's now at a five-year low.

Microsoft Is A Weak Buy, What I Need To Get On Board

Microsoft invested $1B in 2019 and is set to invest $10B in OpenAI as part of a funding round that would value the company at $29B. ChatGPT will boost Microsoft's core offerings across Bing, Azure, Office, and Productivity Products.

Microsoft Doubling Down On OpenAI

The software giant would join other tech companies that since the start of the new year have trimmed their ranks.

Microsoft Plans to Announce Layoffs as Early as Wednesday Morning

Technology company Microsoft has plans to slash its headcount soon, according to a Tuesday report from Sky News. The cuts could reportedly impact 5% of workers.

Microsoft reportedly joining other tech firms in announcing layoffs

A member of the wedding party objects to the company's marriage to its large suitor.

Why Activision Blizzard Stock Had a Frosty Monday

Microsoft Corp. appears to be the latest tech giant to wield a big ax: The company is preparing to chop thousands of jobs in engineering and human resources, according to published reports Tuesday.

Microsoft plans to slash thousands of jobs: reports

Microsoft is gearing up to lay off more employees this week, according to multiple reports.

Microsoft reportedly to lay off employees this week

Microsoft plans to cut thousands of jobs with some roles expected to be eliminated in human resources and engineering divisions, according to media reports.

Microsoft to reportedly cut 11,000 jobs, following Amazon and Meta

Microsoft Corp.'s stock attracted a rare bearish call Tuesday, as an analyst warned that the technology giant isn't as resilient as investors may think.

Why this analyst became the lone Microsoft bear on Wall Street

Microsoft is preparing to axe thousands of jobs in the latest move by one of the world's biggest technology companies to reduce its workforce in the face of a slowing global economy.

Microsoft to axe thousands of jobs in latest cull by tech giant

Microsoft Corp is contemplating cutting about 5% of its workforce, or about 11,000 roles, U.K broadcaster Sky News reported on Tuesday, citing sources.

Microsoft to cut thousands of jobs - Sky News

Having trouble reliably accessing OpenAI's ChatGPT?

ChatGPT coming to Azure: New integration shows how Microsoft will leverage OpenAI partnership

Microsoft (MSFT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Microsoft (MSFT) to Report a Decline in Earnings: What to Look Out for

Wall Street is bracing for a crucial Q4 earnings season in the tech sector, with analysts at Wedbush Securities keeping a close eye on three major issues: enterprise spending, Apple Inc (NASDAQ:AAPL)'s resilience, and cost-cutting measures. Cloud data centre spending is a major concern, with investors worried that a slowdown in 2023 will hit the likes of Microsoft Corporation (NASDAQ:MSFT), Amazon.com Inc (NASDAQ:AMZN), and Google, owned by Alphabet Inc (NASDAQ:GOOG).

Apple, Google, Amazon, Microsoft: Which of these stocks will weather the tech sector downturn?

Big tech could be only just beginning to encroach on semiconductor designers' turf.

Microsoft Just Acquired a Chip Design Start-Up. Here's What Semiconductor Investors Need to Know.

Electronic Arts

Nintendo

Video games are only getting better and more popular among consumers. Worldwide sales of video games are forecast to reach $221.40 billion in 2023, according to market research firm Statista, and continue growing at a compound annual growth rate (CAGR) of nearly 7% through 2027.

The 3 Best Video Game Stocks to Buy for 2023

Heading into Q2 FY2023 results, Microsoft's stock is overloved and overvalued despite CEO Satya Nadella's warning for a challenging couple of years for the tech sector. In this note, we will look at Microsoft's valuation in the context of falling inflation and declining treasury yields. And then re-evaluate Microsoft's absolute valuation.

Microsoft Stock: You Have Been Warned By Satya Nadella

OpenAI isn't just a start-up investment for Microsoft, it could be core to the company's future.

News for Microsoft Stock (MSFT)