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

Problems plagued development of its HoloLens augmented reality headset, a ring-shaped computer worn like a crown that displays digital information on attached goggles. ‘We had the opportunity to own this market,” said a former director on the team.

Microsoft's Hardware Struggles Enter the Metaverse

Alphabet

Texas Instruments

Alphabet flags an advertising pullback while Microsoft's cloud-computing growth disappoints.

Alphabet, Microsoft, and Texas Instruments Sink After Earnings. Alarms Are Ringing for Big Tech.

Shares of Microsoft Corporation (NASDAQ:MSFT) are slumping today after the company included a dire sales warnings in its fiscal first-quarter report.

Microsoft Stock Falls After Company Warns of Declining Sales Ahead

One analyst predicts a slew of bad corporate earnings will continue through next quarter.

Microsoft And Alphabet's $250 Billion Stock Plunge Fuels Fears Of Earnings Recession

Microsoft Corp.'s stock MSFT, -7.68% took a 7.7% dive in morning trading Wednesday, toward the biggest one-day decline in 2 1/2 years, after the software behemoth provided a disappointing second-quarter revenue outlook. The stock was by far the biggest decliner in the Dow Jones Industrial Average DJIA, +0.06% , as the second-place loser was fellow software company Salesforce Inc.'s stock CRM, -1.65% , which fell 1.6% in sympathy.

Microsoft stock selloff acts as 128-point drag on the Dow's price

Many major companies are laying off portions of their workforce, particularly in tech. Microsoft announced a round of layoffs, it's their second since July.

Microsoft: Are Layoffs A Bad Sign For Investors?

Goldman Sachs analysts were not discouraged by the weaker, cyclical segments, and they reiterated their buy rating on the stock.

Microsoft shares sink more than 7% on weak guidance but analysts bullish on rebound

Investors are looking closely at just how bad an economic slowdown could get.

These 2 Stocks Have the Nasdaq Bear Market Growling

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

Why Microsoft Earnings Are Bad News for Software Stocks

Microsoft Corp. saw cloud-computing growth slow in the latest quarter, suggesting that even big technology companies aren't immune to the current macroeconomic storm.

Microsoft earnings drag down software stocks as results ‘could spark new rounds' of sector concerns

Microsoft just cleared expectations by a wide margin, but there may be trouble on the horizon.

Microsoft Revenue Surges on Cloud Strength. Is the Stock a Buy?

Meta and Microsoft can't self-regulate their metaverses, UK regulator warns

Google, Microsoft, and Texas Instruments Sink After Earnings. Alarms Are Ringing for Big Tech.

Microsoft posted first-quarter revenues of $50.1 billion in its fiscal first quarter ended September 30 — the company's slowest growth in five years.

Microsoft says the global energy crisis can cost the company $800 million more in energy costs this year

Microsoft posted a double-digit profit decline in the three-month period ending in September as the company confronted a slowdown in the personal computing industry and a broader economic downturn.

Microsoft earnings hit by personal computing slowdown

Microsoft (MSFT) delivered earnings and revenue surprises of 2.62% and 1.32%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Microsoft (MSFT) Surpasses Q1 Earnings and Revenue Estimates

Chipotle

This is one of those afternoons we keep our head down and report the slew of earnings numbers hitting the tape late.

Alphabet, Microsoft Lower on Q3 Earnings; Chipotle Beats

Microsoft Corporation (NASDAQ: MSFT) reported better-than-expected results for its fiscal first quarter on Tuesday. Shares are still down about 6.0% after the bell.

Microsoft's ‘multiple' in question as ‘cloud' shows signs of weakness

Microsoft Corporation (NASDAQ:MSFT ) Q1 2023 Earnings Conference Call October 25, 2022 5:30 PM ET Company Participants Brett Iversen - Vice President, Investor Relations Satya Nadella - Chairman & Chief Executive Officer Amy Hood - Chief Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley Mark Moerdler - Bernstein Research Brent Thill - Jefferies Mark Murphy - JPMorgan Karl Keirstead - UBS Brad Sills - Bank of America Gregg Moskowitz - Mizuho Brent Bracelin - Piper Sandler Operator Greetings, and welcome to the Microsoft Fiscal Year 2023 First Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.

Microsoft Corporation (MSFT) Q1 2023 Earnings Call Transcript

The news is reporting Microsoft earnings as a beat, but, really, who cares? Growth slowed and margins were down. It was a weak quarter. Most likely, this reflects customer sentiment about the economy and the impact of that sentiment on purchasing decisions, rather than any specific Microsoft execution issue.

Microsoft Earnings Were Meh, But We Remain Buyers Anyway

As part of its earnings call, Microsoft today announced a number of new data points for GitHub, the massively popular code repository service it acquired for $7.5 billion in 2018.

Microsoft says GitHub now has a $1B ARR, 90M active users

Microsoft on Tuesday reported a 14% drop in profit for the July-September quarter compared to the same time last year, reflecting a weak market for personal computers affecting its Windows business.

Microsoft profits down 14% as Windows hit by weak PC sales

Microsoft has beaten economists' expectations, reporting first-quarter revenue of $50.12bn (£43.66bn).

Microsoft beats expectations with $50bn first-quarter revenue

Technical indicators for Microsoft show an early formation of a reversal stock price up trend. Fundamental estimates show substantial revenue and profitable growth. Microsoft's market cap is expected to explode 3x within a few years.

Is Microsoft Stock Price Ready For Takeoff (Technical Analysis)?

Microsoft Corporation (NASDAQ:MSFT) topped market expectations as it reported 11% growth in first quarter revenue to $50.1 billion versus estimates of $49.61 billion, together with a 6% rise in operating income to $21.5 billion. Net income fell 14% to $17.6 billion and diluted EPS declined 13% to $2.35 but this was still above Street forecasts of $2.30.

News for Microsoft Stock (MSFT)