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

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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 is fast becoming a leader in the software and infrastructure segments of the artificial intelligence (AI) industry. Industry experts believe AI software could be an even bigger financial opportunity than AI chips.

Prediction: This Will Be One of the World's First $5 Trillion Artificial Intelligence (AI) Stocks

Delta Air Lines

Microsoft is joining cybersecurity software firm CrowdStrike in fighting back against Delta Air Lines, which blames the companies for causing several thousand canceled flights following a technology outage last month.

Microsoft hits back at Delta after the airline said last month's tech outage cost it $500 million

Microsoft's Q4 performance exceeded analyst estimates with strong revenue and EPS growth, projecting double-digit growth for FY25. AI spending is necessary for Microsoft as it drives revenue growth across various segments, with a steady uptrend in AI contribution. Google's regulatory challenges in the search business create an opening for Microsoft's Bing, with potential for market share gains and revenue growth.

Microsoft: Azure Should Make A Comeback Thanks To AI

Microsoft's stock experienced a moderate sell-off despite strong Q4 earnings, but I think that there are no reasons to be less bullish than three months ago. Revenue and EPS beat estimates in Q4, with strong operating leverage and FCF generation, positioning the Company well for future growth and acquisitions. Valuation analysis suggests MSFT is undervalued by 21%, making it a compelling investment opportunity.

Microsoft: A Golden Opportunity After A Recent Pullback

Amazon

As volatility fears start to settle Amazon (AMZN) and Microsoft (MSFT) are two big tech stocks investors may be eyeing for a rebound.

Time to Buy the Recent Dip in Microsoft or Amazon's Stock?

Microsoft fires back at Delta after airline blames it for costly tech outage

Delta Airlines' (DAL) response to last month's global tech outage came under fire from Microsoft (MSFT) on Tuesday as the tech giant joined CrowdStrike (CRWD) in criticizing the airline's handling of the outage and its fallout.

Microsoft Joins CrowdStrike in Criticizing Delta's Response to Outage

LOS ANGELES, CA / ACCESSWIRE / August 6, 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.

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

The tech giant said its CEO Satya Nadella emailed Delta's CEO, but never got a reply.

Microsoft blames Delta Airlines for failing to recover quickly after global outage — here's why

3 Stocks Ride A $100 Billion AI Data Center Wave

Microsoft MSFT 1.67%increase; green up pointing triangle said Delta Air Lines' DAL 1.32%increase; green up pointing triangle own outdated technology was likely the reason that the airline struggled to recover from an IT outage last month while rivals got back on track more quickly.

Microsoft Says Delta's Technology Outdated, Likely Contributed to Slow Recovery

Microsoft on Tuesday blamed Delta Air Lines for its dayslong struggle to recover from a global cyber outage that led it to cancel more than 6,000 flights.

Microsoft blames Delta for its struggle to recover from global cyber outage

Microsoft's lawyer said CEO Satya Nadella emailed Delta CEO Ed Bastian but didn't receive a reply. The disruptions cost the airline some $500 million, CEO Bastian said last week, announcing the company would seek damages.

Microsoft fires back at Delta after massive outage, says airline declined 'repeated' offers for help

The software company said in a letter that Delta Air Lines had falsely blamed Microsoft for its decision to cancel thousands of flights after a tech outage.

Microsoft Says Delta Was Largely Responsible for Flight Cancellations Amid Tech Outage

Apple

Alphabet

NVIDIA

It turns out, the tech sector rotations in late July were just the warning shot across the bow. In a 72 hour period between Wednesday and Friday's closing bell, stocks went from cheering a steady Fed for its renewed dovish rhetoric to panic-selling everything with a dollar sign on it. All the rosy economic outlooks were promptly replaced with pearl clutching and hand-wringing about an incoming recession.

A Large Cap Cheat Sheet as Tech Eyes Correction

TORONTO , Aug. 6, 2024 /PRNewswire/ - AGEDB Technology Ltd. ("AGEDB" or the "Company") (TSXV: AGET), a leading provider of graph database software and services, today announced a strategic joint R&D agreement with Ovation Solutions Inc. and Bitnine co.

AGEDB Technology Ltd. Announces Joint R&D Agreement to Enhance Microsoft Azure

John Schulman is joining rival firm Anthropic, which is also backed by Google-parent Alphabet.

Amazon-Backed AI Start-Up Recruits OpenAI Founder. What It Means for Microsoft.

The search giant has acted as a "monopolist" according to a federal judge. Here's what that means for these sector players.

Apple Stock Slips, Microsoft Gains. What Google's Antitrust Loss Means for Big Tech.

Salesforce

Robust demand for its AI-powered products is a major growth catalyst for Microsoft. Salesforce is leveraging its broad access to customer data to strengthen its AI offerings.

2 Monster Stocks That Could Create Generational Wealth

24/7 Wall St. Insights A district court judge has decided that Google has a monopoly in the search market.

Google Ruling Could Give Huge Boost to Microsoft Bing

Microsoft (NASDAQ: MSFT ) delivered a Q2 print that was strong overall and exceeded Wall Street targets on the top and bottom lines. Most analysts raised their targets on Microsoft stock after the Q2 earnings were made public.

Take Advantage of the Tech Selloff and Buy Microsoft Stock

Broadcom

American Express

Cintas Corp

Texas Roadhouse

Walmart

Want to generate steady cash flow from your stock portfolio while having the potential to outperform the stock market? Some dividend growth stocks fulfill both of those requirements.

The 7 Best Dividend Growth Stocks to Buy in August 2024

Most artificial intelligence (AI) developers need a cloud provider like Microsoft Azure or Amazon Web Services (AWS). AWS is the world's largest cloud platform, but Azure could snatch the title within five years based on its growth.

Microsoft Is Catching Amazon in 1 Critical Area of the Artificial Intelligence (AI) Race

Airbnb

Baxter

Caterpillar

Disney

DaVita

Gilead Sciences

Global Payments

Hilton Worldwide Holdings

IDEXX Laboratories

Eli Lilly

Lyft

McDonald's

Martin Marietta Materials

NiSource

Parker-Hannifin

Reddit Inc

Rockwell Automation

Molson Coors Brewing

V.F.

Williams

This marks the last peak week of the Q2 earnings season with 3,908 companies expected to report. Earnings have come in better-than-expected, but tend to be overshadowed by economic data. Outlier earnings this week include: CSX, CAT, and VFC.

The Final Peak Week Of The Q2 Season Begins Amid Souring Economic Data

Amazon, Microsoft, and Alphabet announced quarterly results over the last two weeks. All three reported solid growth for their cloud units, with Alphabet's Google Cloud platform growing the fastest.

News for Microsoft Stock (MSFT)