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

During this period of sharp declines for technology stocks, valuations to earnings estimates have fallen more quickly than share prices have. This “re-rating” of the industry underlines the growth that continues as the stock prices fall.

Deep Dive: 24 software stocks, including Microsoft, expected to rise by double digits over the next year

F5 Networks

Corning

SolarEdge Technologies

Teradyne

Tech stocks got off to a good start Wednesday morning. The Nasdaq was up about 2.3% in the first few minutes of trading.

Wednesday Morning's 5 Tech Stock Movers

The company beat analyst estimates on earnings and revenue in its latest report.

Microsoft shares up on strong cloud guidance

Microsoft's Q2-2022 results are encouraging, and the stock price pullback provides an attractive entry point. The company has recently made one of the biggest all-cash acquisition transactions in history, buying out Activision.

Microsoft: Defining Its Future With Gaming, Metaverse, And Cloud

Microsoft Corporation (NASDAQ: MSFT) shares are trading higher after the company reported better-than-expected second-quarter earnings per share and sales results. The company also issued third-quarter guidance.

Why Microsoft Shares Are Trading Higher Today

In 2012, Microsoft was producing ~$30 billion in annual operating cash flow.

Microsoft: An Ever Increasing Cash Flow Machine

The stock market was looking for strong earnings from Microsoft, and the company delivered. The software giant's outlook also is good news for its peers.

Microsoft's Earnings Delivered. The Market — and These 11 Stocks — Could Gain.

Activision Blizzard

The newly formed Game Workers Alliance says it's petitioning the NLRB to force Activision to recognize it.

Microsoft's $69 billion acquisition target Activision Blizzard has declined to voluntarily recognize a new union

Better Metaverse Stock: Meta Platforms vs. Microsoft

With a market value north of $2 trillion and a stable of nearly two dozen products that generated close to $52 billion in revenue in the past 90 days, the modern version of Microsoft is a beast unlike any other in the tech industry. While the past month and the first decade of the millennium […]

From PC Renaissance to Great Workplace Reshuffle, Microsoft Hooks a Ride on Rising Digital GDP

ASML Hld

Micron Technology

These beaten-down tech plays could go on bull runs thanks to massive catalysts.

3 Explosive Growth Stocks That Could Go Parabolic in 2022

U.S. equity futures were trading higher ahead of the conclusion of the Federal Reserve's policy meeting.

Dow futures jump as Microsoft leads, Fed decision on tap

Adobe

Microsoft and Adobe are well-positioned to benefit dramatically from the metaverse.

2 Monster Metaverse Stocks to Buy and Hold for the Next Decade

Microsoft has agreed to make changes to how it renews Xbox online gaming subscriptions in Britain, after the UK competition regulator raised concerns about the automatic renewal of such subscriptions for customers.

Microsoft agrees to change Xbox auto-renewal practices in Britain

The software giant is still delivering rapid revenue and earnings growth for investors -- and more of this is likely on the way.

Microsoft Earnings Highlight the Powerhouse the Company Has Become

After a brief scare, Microsoft Corp reassured tech investors late on Tuesday that the enterprise internet cloud business category has plenty of room to grow.

Microsoft cloud growth forecast bodes well for tech rivals, too

Microsoft reported solid results and guided ahead of consensus estimates; however, some investors felt that Azure revenue growth slowed (46% Y/Y versus a prior quarter of 48%Y/Y), leading to weakness.

Microsoft: Undervalued And Is Best Positioned Growth Stock, Buy On Dips

Microsoft Corporation (NASDAQ:MSFT) forecast revenues in the range of US$48.5bn-US$49.3bn for its fiscal third quarter, above market estimates of US$48.23bn. The guidance followed the software giant's earnings release for the second quarter ended 31 December 2021, which showed revenues of US$51.73bn, up 20% year-on-year and exceeding the US$50.88 predicted by analysts.

Microsoft sees forecast-beating revenue growth in Q3 after better-than-expected Q2 numbers

Microsoft Corp. reported incredibly strong holiday-season earnings Tuesday afternoon, topping $50 billion in quarterly sales for the first time and beating expectations across the board.

MarketWatch First Take: Microsoft stock's post-earnings roller-coaster ride won't be the last

Microsoft Corporation (MSFT) CEO Satya Nadella on Q2 2022 Results - Earnings Call Transcript

Salesforce

Palo Alto Networks

Should these top cloud computing stocks warrant more attention right now?

What Stocks To Buy Today? 4 Cloud Computing Stocks To Watch

Tech giant Microsoft reported earnings after the closing bell Tuesday that exceeded expectations.

Cramer's Investing Club: Microsoft's strong earnings report further confirms why we own the stock

Demand for Microsoft's cloud-computing services and work software helped boost its quarterly profits by 21% as the pandemic continued to keep many office workers at home.

Microsoft profits up 21%, giving cushion for gaming push

Microsoft illustrates that traders aren't finished punishing Big Tech, but T.I. indicates big guides can find favor in late-trading.

Microsoft (MSFT) Tumbles on Q2 Beat, T.I. (TXN) Beats & Raises

Microsoft's Teams communications and collaboration platform topped 270 million monthly active users in the December quarter, continuing to add users but at a much slower pace than in the initial months of the pandemic.

News for Microsoft Stock (MSFT)