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

Microsoft has many great qualities. Among them, the best is that it is in a unique position to take advantage of network effects. Despite its already huge size, the company still has the potential for rapid growth in the cloud and gaming markets.

Microsoft: The King Of Network Effects

Apple

Amazon

Netflix

Alphabet

The Federal Reserve Bank has signaled a slower pace of interest rate hikes.

Why Netflix, Apple, Amazon, and Other FAANG-M Stocks Rocketed Higher Today

Now is the time to begin building or increasing your stake.

Down Over 25% in 2022, This FAANG Stock Is a No-Brainer Investment

The software giant gave investors a mixed update heading into the final quarter of 2022.

1 Green Flag for Microsoft Stock in 2022 and 1 Red Flag

Microsoft Corporation (NASDAQ:MSFT ) Credit Suisse 26th Annual Technology Conference November 29, 2022 11:35 AM ET Company Participants Alysa Taylor - CVP, Industry, Apps, and Data Marketing Conference Call Participants Phil Winslow - Credit Suisse Phil Winslow Well, welcome everyone. My name is Phil Winslow.

Microsoft Corporation (MSFT) Management presents at Credit Suisse 26th Annual Technology Conference (Transcript)

Cloudflare

The stock market took a beating this year, especially tech stocks, with many of them down significantly. Then again, with margins declining and interest rates rising, investors are no longer willing to pay a premium and have retreated to defensive stocks.

7 Stocks to Buy That Will Make You a Multi-Millionaire

Visa

Long-term (and successful) investors are often named super investors. Some are the best investors in the world, such as Warren Buffett, the legendary “Oracle from Omaha.

4 most-owned stocks by super investors

Applied Materials

Ameriprise Financial

Air Products and Chemicals

Atmos Energy

Broadcom

Caterpillar

Coterra Energy

D.R. Horton

Expeditors International of Washington

J.B. Hunt Transport Services

KLA-Tencor

New Linde PLC

Microchip Technology

Merck

Pioneer Natural Resources

Steel Dynamics

We explain why selling cash-covered puts and covered calls are relatively safe choices for earning a high income. We will discuss how to formulate an options income strategy that's sustainable and repeatable.

Options Income Series - Earn Double-Digit Income (Nov-Dec. 2022)

The Battle of Safe Havens is heating up, with all participants moving up over the last couple of months or so. In this note, I'll share my updated view on the Apple vs. Microsoft vs. Treasury bonds debate.

Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens Round-4

Hadean has teamed up with Microsoft Azure to provide cloud-enabled training and simulation for defense and intelligence work.

Hadean teams up with Microsoft Azure on defense and intelligence simulations

Investors are concerned about the prospect of heightened regulation.

Why Microsoft Stock Dropped Today

Salesforce

Lithium Americas Corp

Li Auto Inc.

Marvell Technology

Zscaler

Optimists would say that 2023 will indeed be better than 2022. While 2022 has been an exceptionally difficult year for growth stocks, tech stocks, and  stock markets in general, there are signs that 2023 could mark a positive turning point.

7 Growth Stocks to Take Seriously in 2023

Activision Blizzard

The software giant's blockbuster $68.7 billion acquisition of Activision Blizzard appears to be entering a new phase.

Microsoft to Offer Concessions for Activision Deal to EU, Report Says

iRobot

1Life Healthcare

Regulators and politicians are currently attempting to unravel over 40 years of antitrust precedent and replace it with an early twentieth-century approach. The new approach would reframe antitrust policy and enforcement as a political and social tool, in addition to an economic one.

Antitrust Reframed: What It Means For These Mergers

Microsoft is likely to offer remedies to EU antitrust regulators in the coming weeks to stave off formal objections to its $69-billion bid for "Call of Duty" maker Activision Blizzard , people familiar with the matter said.

Exclusive: Microsoft likely to offer EU concessions soon in Activision deal - sources

Microsoft wants to double its ad business to $20 billion. As the industry braces for a tough 2023, here's how Microsoft can succeed.

How Microsoft can double its ad business to $20 billion

Microsoft is used to being the biggest contender in markets with Windows and Office. With Surface, it has remained devoted to a line that is far from dominant.

Microsoft raised the bar for Windows PCs with its Surface computers, despite low share after a decade

Recent reports mention that the FED is likely to launch an antitrust lawsuit against the takeover of Activision Blizzard by Microsoft. I think a lot of misconceptions are playing a role with the regulatory scrutiny.

Microsoft: Gaming Will Likely Be A Growth Driver Going Forward

Shares of Activision Blizzard are down over 3% in premarket trading Friday after it was reported that the Federal Trade Commission (FTC) is considering filing an antitrust lawsuit to block the $68.7 billion deal, Reuters reported.

Activision Shares Down 3% as FTC Considers Blocking Microsoft Acquisition

The FTC is scrutinizing Microsoft's bid to purchase Activision and is 'likely' to file a lawsuit to block the deal, according to a report in Politico.

The FTC is 'likely' to file a suit to block Microsoft's purchase of Activision, report says

According to a new Politico report, the Federal Trade Commission is likely to file an antitrust lawsuit to block Microsoft's $69 billion deal for Activision Blizzard. This analysis aims to determine the probability of the FTC challenging Microsoft's deal for Activision based on empirical evidence and recent developments.

How Will FTC's Challenge Impact Microsoft Shareholders?

News of an antitrust investigation isn't a big surprise to arbitrage investors.

Is the Activision-Microsoft Deal Really in Danger?

Microsoft's takeover of Activision is valued at $69 billion. Activision's board was bullish about the deal in its 2022 proxy statement.

Activision Stock Falls on Report FTC Might Block Microsoft Deal

After avoiding the regulatory scrutiny of its Big Tech peers, Microsoft is facing multiple antitrust reviews. The post Microsoft Facing Antitrust Reviews Over Activision Deal, Teams Integration appeared first on Investor's Business Daily.

Microsoft Facing Antitrust Reviews Over Activision Deal, Teams Integration

Microsoft and Apple have remarkably similar fundamentals, growth outlooks, and valuations. I expect both to continue "outperforming" the S&P 500, like 2022's result, especially if a recession is next.

News for Microsoft Stock (MSFT)