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

Apple

Amazon

Alphabet

NVIDIA

Tesla

Their shares have fallen 11.8% from last month's peak but more AI breakthroughs may reassure investors

Why have the big seven tech companies been hit by AI boom doubts?

Of the six members of ‘The Magnificent 7' group that have already reported June-quarter results, the market was disappointed with Tesla TSLA, Alphabet GOOGL, Microsoft MSFT, and Amazon AMZN. Conversely, it was okay with Apple's AAPL quarterly release and loved Meta's META results.

Magnificent 7 Earnings: Good or Bad?

Panic, run for the hills, sell everything! Actually, there's no need to do any of that.

Microsoft Technical Analysis: We're in the Loading Zone Now!

Microsoft's (MSFT) Azure-driven cloud market gains make the stock a watchlist contender despite fierce competition and high valuation.

Microsoft (MSFT) Azure Grows 29% in Q4: Time to Buy the Stock?

Microsoft's earnings performance disappointed the market, as the stock has given up all its July 2024 gains. However, investors have not fled for the exit, even though near-term volatility may persist. Microsoft investors are likely weighing the AI monetization opportunities against the potential of overinvesting in AI capacity.

Microsoft: The Gift That Keeps On Giving

NEW YORK, NY, NY / ACCESSWIRE / August 2, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Microsoft Corporation ("Microsoft" or "the Company") (NASDAQ:MSFT). Investors who purchased Microsoft securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/MSFT.

MSFT SHAREHOLDER ALERT: Bronstein, Gewirtz and Grossman, LLC Announces an Investigation into Microsoft Corporation and Encourages Shareholders to Contact the Firm Today!

Intel

It is not enough for business leaders to talk about generative AI — they must harness its power to grow faster.

Why Apple, Intel, Meta, And Microsoft Stock Moved On AI Strategy

Microsoft's stock (NASDAQ: MSFT) has gained approximately 12% YTD as compared to the 14% rise in the S&P500 index over the same period. Notably, Microsoft's peer Amazon (NASDAQ: AMZN) is up 20% YTD.

Microsoft Stock Surpassed The Consensus In Q4, What's Next?

Microsoft is enticing Y Combinator startups with more cloud credits that can be used to access technology needed to run artificial intelligence workloads. A Microsoft spokesperson said 58% of Y Combinator startups had accepted the company's offer of Azure credits.

Microsoft's cloud is 'no-brainer' for some AI startups, helping Azure gain ground on AWS

Microsoft (NASDAQ: MSFT ) has been a global tech leader for the past few decades. As of August 2024, Microsoft trails only Apple (NASDAQ: AAPL ) as the largest company in the world.

Microsoft Is Big Tech's Swiss Army Knife. The Many Reasons to Buy MSFT Now.

Microsoft plans to increase its capital expenditures. Much of this increased spending will go toward GPUs.

Why Microsoft Just Delivered Good News for Nvidia

Microsoft delivered growth that beat on both the top and bottom lines, but investors wanted more. The company's AI strategy is beginning to bear fruit, fueling strong double-digit growth in its AI segments.

1 Important Number From Microsoft's Blowout Quarter That Investors Shouldn't Sleep On

Its diversified business keeps Microsoft insulated from many of the problems other big tech companies face. Microsoft's cloud segment accounted for nearly 57% of its revenue in its latest quarter.

Is Microsoft Stock a Buy?

Microsoft and artificial intelligence (AI) startup OpenAI are often referred to as partners. Now, they're also rivals.

Microsoft Places OpenAI on List of AI/Search Rivals

Advanced Micro Devices

PayPal

Major technology companies needed strong Q2 earnings. In the lead-up to the first prints of the mega-cap tech names, the Nasdaq Composite index tanked, declining more than 2% in a single day and worsening the rotation out of technology stocks that have been ongoing since the year's second half began in July.

3 Promising Tech Stocks to Buy After Q2 Earnings

Microsoft has a long and tangled history with OpenAI, having invested a reported $13 billion in the ChatGPT maker as part of a long term partnership. As part of the deal, Microsoft runs OpenAI's models across its enterprise and consumer products, and is OpenAI's exclusive cloud provider.

Microsoft now lists OpenAI as a competitor in AI and search

Texas Instruments

That tech stocks have been the driving force behind the two-year bull market is no surprise. It was the Magnificent Seven stocks that represented most of the S&P 500's 24% gains last year.

The Top 3 Tech Stocks to Buy Now: Summer 2024

Despite the F4Q24 double beat, and a maintained FY 2025 outlook, Microsoft's earnings outperformance was largely overshadowed by weaker-than-expected near-term prospects at Azure. The limited Azure uplift continues to highlight the extended impact of AI capacity constraints, considering better-than-expected commercial bookings in the quarter. Meanwhile, management is pushing forward with an elevated capital investment cycle into AI infrastructure, drawing up execution risks ahead.

Can Microsoft Recover From The Q4 FY2024 Azure Disappointment?

Palo Alto Networks

CrowdStrike

As cybersecurity is set to hit a $2 trillion total addressable market by 2030, investors are eyeing this rapidly evolving space for lucrative opportunities.

EXCLUSIVE: Cybersecurity Stocks Poised For A Boom, Stephanie Link Shares Key Growth Trends

NEW YORK, NY, NY / ACCESSWIRE / August 1, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Microsoft Corporation ("Microsoft" or "the Company") (NASDAQ:MSFT). Investors who purchased Microsoft securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/MSFT.

MSFT INVESTOR ALERT: Bronstein, Gewirtz and Grossman, LLC Announces an Investigation into Microsoft Corporation and Encourages Shareholders to Contact the Firm Today!

Amid the announcements by Microsoft (NASDAQ: MSFT) of increased investments in artificial intelligence (AI), triggering a wave of optimism in the industry and on the stock market, Wall Street analysts have revised their price prediction targets for MSFT shares.

Analysts revise Microsoft stock price target amid increased AI spending

Machine learning (ML) is critical to unlocking advanced artificial intelligence (AI) technologies. In particular, ML plays a crucial role in enabling AI systems to learn from data, make decisions with minimal human intervention and improve performance over time.

3 Machine Learning Stocks That Could Make Your Summer Unforgettable    

Microsoft stock price has doubled, but earnings only increased by 20%, leading to a record forward P/E of 38x. Growth is expected to remain at 15% driven by Cloud, but that is simply not enough to justify the price tag. Moreover, the stock is unlikely to benefit from interest rate cuts as much as most believe.

Microsoft: Slowing Growth And Unlikely To Capitalize On Rate Cuts

BOULDER, Colo.--(BUSINESS WIRE)-- #CloudIAM--Strata Identity, the Identity Orchestration company, today announced that as a member of the Microsoft Intelligent Security Association (MISA) it will demonstrate how organizations can seamlessly migrate off legacy identity systems to Microsoft Entra ID without rewriting their applications during Black Hat 2024 in Las Vegas at Microsoft booth #1240. In addition, Strata will showcase how its Maverics Identity Orchestration platform supports identity provider (IDP.

Strata Identity to Demonstrate How to Modernize Legacy Identity Systems to Microsoft Entra ID at Black Hat 2024

Microsoft reported solid results, but the stock price fell anyway.

News for Microsoft Stock (MSFT)