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

Tesla

Many of the "Magnificent Seven" stocks are underperforming the market this year. Microsoft still demonstrates solid long-term potential despite its recent slump.

Is Now the Time to Buy the 2 Worst-Performing Stocks in the "Magnificent Seven"?

Amazon

SoFi Technologies

The tech sector is filled with companies that have outperformed the S&P 500. In fact, more than a quarter of the S&P 500 consist of tech companies.

3 Tech Stocks with Promising Innovation Pipelines

Key Points: Bing could gain market share as Google faces antitrust issues, making Microsoft a potential long-term buy.

Microsoft (Nasdaq: MSFT) Has a $40 Billion Honey Pot Teed up

Mastercard

McDonald's

Investing wisely requires understanding a company's fundamentals, ensuring a sound foundation for potential growth. This August, three stocks stand out in the consumer discretionary, technology and financial services sectors, each poised for significant gains.

3 Undervalued Stocks Set to Skyrocket: August Edition

Apple

NVIDIA

Exchange-traded funds can provide investors with some great diversification. In many cases, however, top funds have a lot of exposure to just a handful of stocks.

Should You Invest in ETFs or Just Own Shares of Nvidia, Apple, and Microsoft?

Alphabet

One of these stocks has a potentially huge catalyst on the way. Another's relationship with an AI pioneer is arguably its ace in the hole.

Prediction: 3 Stocks That'll Be Worth More Than Amazon 10 Years From Now

ServiceNow

Artificial intelligence stocks Nvidia, Broadcom, and Super Micro Computer have announced stock splits in 2024; Microsoft and ServiceNow could be next. Microsoft is the world's largest software company and second-largest public cloud, and the company is monetizing artificial intelligence across both segments.

Stock Split Prediction: 2 Artificial Intelligence (AI) Stocks Will Split After Nvidia, Broadcom, and Super Micro

Palantir Technologies

Microsoft and Palantir just announced a wide-ranging expansion of their strategic partnership. The pair will combine their cloud computing and artificial intelligence (AI) expertise to accelerate the adoption of AI across the U.S. government's defense and intelligence communities.

Is the Deal Between Palantir Technologies and Microsoft a Game-Changer?

Microsoft's recent pullback is attributed to multi-faceted reasons, partly the CRWD snafu and the supposedly slower AI monetization. Combined with the massive capex reported in FY2024 and the guidance of higher spending in FY2025, it is unsurprising that the market reacted as it had. Even so, we maintain our optimism surrounding its long-term prospects, attributed to its still robust cloud market share and growing backlog despite the capacity constraints.

Microsoft: Its Overvaluation Finally Bites Back After The Pullback

Since its was founded in 2015, OpenAI has emerged as one of the most influential AI companies, with major enterprise customers and billions in revenue.

The rise of OpenAI and Microsoft's $13 billion bet on the AI startup

Coca-Cola

Visa

Walmart

Exxon Mobil

The stock market has shown high volatility despite the rising fears of a recession, mixed earnings season and the anticipation surrounding rate cuts. Apart from the past week, it was an excellent year for the stock market, with several blue-chip stocks hitting their 52-week high.

The 7 Best Blue-Chip Stocks to Buy and Never Sell: 2024 Edition

Microsoft's (NASDAQ: MSFT ) recent performance under the backdrop of Big Tech's struggles to demonstrate AI profitability positions it in the market with solidity. Despite concerns over the broader tech sector's capability to translate massive artificial intelligence (AI) investments into tangible returns, Microsoft has showcased progressiveness.

MSFT Stock Buy Alert: Microsoft's AI Moves Should Drive Share Value Higher

Advanced Micro Devices

Taiwan Semiconductor Manufacturing

Over the past three weeks, the AI bubble has deflated. Investors are demanding a higher return on AI spending, while others like Elliott Management have raised questions on valuations.

The 3 Best AI Stocks to Buy in August 2024

Stocks across tech have dipped over the last month, creating an excellent time to bulk up your portfolio. Thanks to leading positions in multiple markets and positive-quarterly earnings, Microsoft is an exciting option.

Better Tech Stock: Microsoft vs. Alphabet

Microsoft beats FY 2024 Q4 expectations with 15% YoY revenue growth and $27.9 billion operating income. AI workloads contribute significantly to Azure's 30% YoY growth, with AI services and GitHub Copilot showing strong performance. Microsoft's long-term outlook remains promising; however, competitive challenges and CAPEX intensity may weigh on investor sentiment.

Microsoft: Long-Term Prospects Remain Promising

LOS ANGELES, CA / ACCESSWIRE / August 9, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Microsoft Corporation ("Microsoft" or "the Company") (NASDAQ:MSFT) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Eligible To Participate In Microsoft Corporation Fraud Investigation With The Schall Law Firm

Magnificent Seven Stocks Try To Spark New Rally, But Nvidia, 4 Others Remain Trapped

Analysts at Wedbush have welcomed the announcement from Palantir Technologies Inc (NYSE:PLTR) and Microsoft Corp (NASDAQ:MSFT) that the two firms will be partnering to develop an integrated tech suite of secure cloud, AI and analytics capabilities for the US Defense and Intelligence Community. The collaboration will leverage Palantir's Artificial Intelligence Platform (AIP) in Microsoft government and classified clouds.

Palantir Technologies and Microsoft AI partnership ‘potentially game-changing'

There's a few undervalued tech investments, but Microsoft Corporation is one that stands out in particular. The company has an incredibly strong and diversified portfolio, with cash flow growing in the double-digits. Cash flow growth, combined with strong present cash flow, should enable substantial long-term shareholder returns.

Microsoft Is One Of The Few Undervalued Tech Investments

AbbVie

Amgen

Ares Capital

Home Depot

Lockheed Martin

Vici Properties

Times of higher uncertainty and elevated market volatility can provide investors with excellent opportunities to start building a dividend portfolio. The dividend portfolio I will present in today's article provides investors with broad diversification across sectors, with no sector accounting for more than 18% of the overall portfolio. This dividend portfolio delivers a Weighted Average Dividend Yield [TTM] of 3.90% and a 5-year Weighted Average Dividend Growth Rate of 8.69%.

Building A $100,000 Dividend Portfolio With 3 ETFs And 3 Stocks

Oracle

This era of artificial intelligence and cloud computing has led to companies pouring billions into the segment. Cloud computing service providers have benefitted from the AI hype, where they provide the cloud infrastructure where AI systems can be used.

The Sky's the Limit for These 3 Cloud Computing Stocks in 2024

Palantir's relevancy has been proven through strong Q2 2024 performance, with significant revenue growth and new client acquisitions. PLTR's customer base continues to expand, with a focus on commercial clients, leading to increased revenue and profitability. Palantir's debt-free business model, high gross profit margin, and consistent net income and free cash flow generation make it a strong investment choice.

Palantir: Q2 Earnings Followed By Microsoft Partnership Makes Me Very Bullish

Some of the best cloud gaming stocks seem to be in correction territory after the latest barrage of summer selling. Indeed, cloud gaming may still be in its infancy, with numerous firms still ironing out the stubborn wrinkles in the technology.

The 3 Best Cloud Gaming Stocks to Buy in August 2024

For any other company, the CrowdStrike (NASDAQ: CRWD ) debacle might have spelled doom. But, as always, Microsoft (NASDAQ: MSFT ) stock has risen like a Phoenix from the so-called ashes.

MSFT Stock Analysis: 3 Key Pillars That Make Microsoft a Resilient Tech Play

Azure was Microsoft's strongest segment once again in Q4. The cloud computing market is expected to expand significantly in the next five years.

News for Microsoft Stock (MSFT)