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

Investors sold off Microsoft due to perceived weakness in Azure and lower operating margins. But after diving deeper, I think that investors have misinterpreted the 1Q23 results. Demand for Azure remains strong while optimization of current customer workload dragged growth but is a key long-term investment for customer loyalty and share gains.

Microsoft: Misinterpreted Results Bring Opportunity

Amazon

Alphabet

The cloud boom has finally reached a resting altitude, but Wall Street is doing anything but resting.

The cloud boom has hit its stormiest moment yet, and it is costing investors billions

Intel

In a further sign that large companies may be girding against an imminent recession, U.S. tech giants Amazon.com , Microsoft and Intel said this week that customers were taking an axe to cloud and datacenter spending.

Tech giants feel pain as cloud spending cuts suggest slowdown

Apple

A big reason why technology-heavy Nasdaq Composite COMP, -1.47% is dropping 1.5% in afternoon trading Thursday while the Dow Jones Industrial Average DJIA, +0.89% is rallying 292 points, or 0.9%, is the bad performance of the shares of the four biggest tech names. Of the four U.S. companies with market capitalizations of over $1 trillion, shares of Apple Inc. AAPL, -3.14% dropped 3.1%, Microsoft Corp. MSFT, -1.98% slid 1.9%, Alphabet Inc. GOOGL, -2.80% GOOG, -2.37% sank 2.9% and Amazon.com Inc. AMZN, -3.73% slid 4.1%.

Big 4 tech stocks erasing a total of more than $190 billion in market cap

EU wants 40-man antitrust team to enforce new tech rules, official says

AvePoint

Netflix

Roper Technologies

Spire Global

Texas Instruments

Zoetis

It's shaping up to be another rough earnings season for the big tech companies. A slowdown in the advertising sector in particular has hit companies like Meta Platforms (NASDAQ: META ) and Alphabet (NASDAQ: GOOGL ) hard.

7 Best Growth Stocks to Buy in November

Sony

Hunting down your enemies on the bustling streets of Amsterdam, along the U.S.-Mexico border or in a Middle Eastern fishing village is just part of the intense action in the latest Call of Duty video game.

Call of Duty's latest battle is between Microsoft and Sony

Microsoft Corp. MSFT, -1.18% disclosed Thursday that Chief Executive Satya Nadella's 2022 remained at $2.50 million for the third-straight year, but his total compensation climbed 10.2% to $54.95 million. The total compensation included stock awards and performance stock awards valued at $42.27 million at the grant date, up from $33.04 million a year ago, and non-equity incent plan compensation of $10.07 million, down from $14.21 million in 2021.

Microsoft CEO Nadella's 2022 compensation rises 10% to near $55 million, and CEO pay ratio keeps rising

It's worth noting these Big Tech names are still trading higher than the 52-week lows set on Oct. 13, when the S&P 500 dove to $3,491.

The biggest tech stocks have lost $3 trillion in market cap the last one year

Advanced Micro Devices

These companies have seen their stocks dip in 2022 but have excellent long-term outlooks.

Better Gaming Stock: Microsoft vs. AMD

Tech stocks are taking a beating this week as they prove less resilient to the economic downturn than investors had hoped they would be.

Disappointing earnings from Alphabet, Microsoft and Meta are dragging stocks lower

Both Alphabet and Microsoft were down after reporting earnings.

Is It Game Over for Microsoft and Alphabet Stocks?

FedEx

The picture emerging from the 2022 Q3 earnings season continues to go against pre-season fears of an impending earnings cliff. Overall corporate profitability isn't great, but it isn't bad either.

The Earnings Picture Is Good, But Not Great

What would have to happen to justify raising the level of equity exposure? The post Microsoft, Megacap Techs Sink Nasdaq On Mixed Day; 3 Factors To Watch Now appeared first on Investor's Business Daily.

Microsoft, Megacap Techs Sink Nasdaq On Mixed Day; 3 Factors To Watch Now

In the Global Financial Crisis, Microsoft's Xbox console business had the best calendar year to date, and Xbox content and services got a pandemic bump in 2020.

Microsoft exec says gaming is 'somewhat resilient' to economic weakness

Shares of QQQ dropped nearly 2% during intraday trading.

Tech ETFs Sink on Microsoft, Google Earnings

Analysts at Wedbush remained confident that Microsoft Corporation (NASDAQ:MSFT) can ride out the economic storm after the market gave the thumbs down to Tuesday's first quarter results. However, the broker reduced its price target and lowered estimates after the tech giant gave weaker than expected December guidance across the board with Azure growth expected to be in the 37% constant currency range (vs.

Microsoft loses its Teflon-like aura but can ride out the economic storm, Wedbush analysts say

It's been four years to the day since Microsoft closed its acquisition of GitHub, which at the time was mostly a code repository.

Four years after being acquired by Microsoft, GitHub keeps doing its thing

Microsoft's (MSFT) first-quarter fiscal 2023 results reflect a slowdown in the cloud business, impacted by declines in PC sales.

Microsoft (MSFT) Beats on Q1 Earnings, Expects Slow Azure Growth

Microsoft is a technology powerhouse that offers a range of leading software packages from Office to Teams.

Microsoft: Strong Quarter but Ghoulish Guidance

Downbeat forecast from software giant is a bad sign for corporate tech spending resilience

Microsoft Casts a Very Big Cloud

Microsoft Corp.'s stock tumbled 5.82% on Wednesday following fiscal first-quarter results marked by a deceleration in cloud growth and weaker-than-expected holiday season guidance.

Microsoft slides on Q1 results, but still a ‘brick house' in growing macro storm, says analyst

Tech stocks aren't doing so hot on Wednesday as investors react to negative earnings reports from major players in the space. Alphabet (NASDAQ: GOOGL , GOOG ) starts off the bad news for tech stocks today with its earnings report.

Why Are Tech Stocks MSFT, GOOGL, META Down Today?

Should investors be watching these tech stocks today?

Best Stocks To Buy Now? 2 Tech Stocks In Focus

A grim December quarter outlook from Microsoft and weakness seen in cloud computing is weighing on the software sector Wednesday.

News for Microsoft Stock (MSFT)