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

OpenAI is raising money at a $150 billion valuation — more than the market cap for Goldman Sachs. The startup is in talks to raise $6.5 billion from investors, including Microsoft and Apple.

OpenAI is reportedly raising at a $150 billion valuation — making it worth more than 88% of Fortune 500 firms

OpenAI reportedly aims to raise $6.5 billion from investors at a valuation of $150 billion. The firm also is seeking to raise $5 billion in debt from banks via a revolving credit facility, Bloomberg reported  Wednesday (Sept.

Report: OpenAI Seeking $150 Billion Valuation in Funding Round

The San Francisco start-up hopes to raise $6.5 billion as part of an aggressive push for more investment.

OpenAI in Talks That Value Company at $150 Billion

Comfort Systems USA

KLA-Tencor

Mastercard

W. R. Berkley

I screened for the top-performing dividend growth companies of the past five years. Together, they easily outpaced the broader market on a total return basis. Comfort Systems emerges as the top overall performer, growing its market cap nearly tenfold and delivering over 700% total return. KLA Corporation stands out as having the best dividend of the group, balancing yield, the CAGR, and a low payout ratio.

The 'Magnificent Five' Of Dividend Growth (2019-2024)

AI heavyweight OpenAI is discussing raising $6.5 billion at a valuation of $150 billion, Bloomberg News reported on Wednesday.

OpenAI in talks to raise funds at $150 bln valuation, Bloomberg News reports

SAN FRANCISCO--(BUSINESS WIRE)-- #farmlandlp--Microsoft Climate Innovation Fund Invests in the Largest Regenerative Farmland Fund, Farmland LP, for expansion + est. of the carbon credit market.

Farmland LP Announces Investment from Microsoft's Climate Innovation Fund to Support Regenerative Agriculture

Microsoft Corporation (NASDAQ:MSFT ) Goldman Sachs Communacopia + Technology Conference September 10, 2024 3:25 PM ET Company Participants Kevin Scott - CTO Microsoft Conference Call Participants Kash Rangan - Goldman Sachs Kash Rangan Excellent, excellent. Thank you very much.

Microsoft Corporation (MSFT) Goldman Sachs Communacopia + Technology Conference (Transcript)

There was some hopeful news about a business in which it's heavily invested. That business is none other than artificial intelligence pace-setter OpenAI.

Why Microsoft Stock Topped the Market Today

Apple

ARM Holdings PLC

Taiwan Semiconductor Manufacturing

Apple's (AAPL) new iPhone 16 is coming to stores next week. But the tech giant isn't the only company that stands to benefit from sales of the artificial intelligence-powered phone.

These Tech Companies Could Benefit From Sales of Apple's AI-Powered iPhone 16

Organized labor has arrived at Microsoft headquarters.

Unions finally get a foot in the door at Microsoft

CrowdStrike

To see if an investment is recession proof, check demand for its services at various periods. Through thick and thin, Microsoft customers have remained loyal to its must-have products.

Opinion: These 2 Artificial Intelligence (AI) Stocks Are Recession-Proof

The lead we see from Microsoft today on AI revenue streams is critical enough and predictive enough that it points toward Azure surpassing $200 billion in revenues by 2028. Azure AI is a platform for developing custom AI applications and solutions. Companies use Azure AI to integrate generative AI and multimodal language models into their applications. Key metrics for Microsoft have been on fire lately. Bookings increased 17% YoY and 19% on a constant currency basis.

Prediction: Microsoft Azure To Reach $200 Billion In Revenue By 2028

Mad Money host Jim Cramer has a lot to say about a wide range of stocks. As one of the most influential figures in the mainstream financial media, there's sure to be a long line of investors hoping to call in to get his viewpoint on specific publicly traded names.

Why Jim Cramer Is Right About These 2 Stock Picks

Key Points: Nvidia's growth depends on five major customers, accounting for 50% of sales.

Microsoft Could Deliver a Knockout Punch to Nvidia (Nasdaq: NVDA)

PALO ALTO, Calif.--(BUSINESS WIRE)--Databook announces the certified integration of DatabookGPT with Microsoft Copilot for Sales.

Databook Introduces DatabookGPT Integration with Microsoft Copilot for Sales

Microsoft will hold a summit on Tuesday to discuss steps to improve cybersecurity systems, after a faulty software update from CrowdStrike caused a global IT outage in July.

Microsoft hosting cybersecurity summit after global IT outage

New engineering leader to accelerate Mattermost's leadership as an out-of-band, crisis communications platform complementing Microsoft Teams deployments in national security and mission-critical environments. New engineering leader to accelerate Mattermost's leadership as an out-of-band, crisis communications platform complementing Microsoft Teams deployments in national security and mission-critical environments.

Mattermost Appoints Pavel Zeman as Senior Vice President of Engineering to Lead Innovation and the Company's Technical Alliance with Microsoft

Adobe

Autodesk

Advanced Micro Devices

Buzzfeed

Salesforce

Alphabet

HubSpot

NVIDIA

Palantir Technologies

Snowflake

Tesla

With AI now central to tech investing, the challenge is distinguishing companies leveraging AI from those "faking it". The Rule of 40 serves as a key metric, in my view. I see AI applications falling into three main categories—Creative Work, Data Analytics & Cybersecurity, and Automation & Robotics—with a fourth "Picks & Shovels" category for hardware providers like Nvidia. Understanding these categories helps clarify AI's business impact. Furthermore, analyzing Rule of 40 scores shows that few companies are truly excelling in monetizing AI.

Let's Talk About Investing In AI

In the latest trading session, Microsoft (MSFT) closed at $405.72, marking a +1% move from the previous day.

Microsoft (MSFT) Ascends But Remains Behind Market: Some Facts to Note

Microsoft is a highly profitable, cash-generating giant with a strong history of innovation and rewarding shareholders, making it a top long-term holding. Key growth drivers include the Intelligent Cloud segment and AI adoption, with significant contributions from Azure and strategic partnerships like OpenAI. Microsoft's robust cash flow generation supports substantial dividends and stock repurchases, enhancing shareholder value over time.

Microsoft: The Best Business Ever Created? Embrace The Long-Term Winner.

Amazon

Newsletters like just two of the Magnificent 7 stocks

Are the Magnificent 7 stocks losing their luster?

Recently, Zacks.com users have been paying close attention to Microsoft (MSFT). This makes it worthwhile to examine what the stock has in store.

Here is What to Know Beyond Why Microsoft Corporation (MSFT) is a Trending Stock

Investors should be pleased that its earnings per share have doubled in the past five years. The company plans to increase its spending, with almost all of it going to cloud and AI.

Is Microsoft a Buy?

Deere & Company

Dover

Federal Realty Investment Trust

Illinois Tool Works

Lockheed Martin

McDonald's

Altria

Nordson

Philip Morris

Starbucks

Texas Instruments

Vici Properties

Verizon

We anticipate six dividend increases in September 2024, based on the consistent history of these blue-chip stocks announcing annual increases in this month. Dividend growth is crucial for financial freedom, especially in 2024 with high inflation, making undervalued dividend stocks with increasing dividends essential. We focus on a company's history of consecutive annual dividend increases and its five-year average dividend growth rate for our stock purchase decisions.

Dividend Increases Expected In September 2024

After big gains in 2023, many of the "Magnificent Seven" stocks have cooled off in 2024. Alphabet, Amazon, Microsoft, and Tesla all lag the major indexes through the end of August.

News for Microsoft Stock (MSFT)