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

Activision Blizzard

While the narrative around inflation and interest rates has come with a heavy dose of doom for tech and growth, Microsoft put its chips on the table — $68 billion worth — to acquire Activision.

Microsoft makes a bullish move to buy Activision as tech investors run for cover

Microsoft Declining Towards Its 200-Day Moving Average, Here's How Trade The Stock

Microsoft Corp.'s agreement to buy Activision Blizzard Inc. would be the largest tech acquisition ever, and the chance it could prompt other Big Tech names to make their own acquisitions sent videogame stocks higher in response.

The Ratings Game: Microsoft could have just kicked off a Big Tech gold rush, which helps videogame stocks but maybe not gamers

Microsoft calls it a metaverse move, but it's also 2022's most overused term.

Is Microsoft's Activision Blizzard acquisition really about the metaverse?

Activision Blizzard CEO Bobby Kotick spoke with GamesBeat's Dean Takahashi to explain why he agreed to sell to Microsoft for $68.7 billion.

Bobby Kotick interview: Why Activision Blizzard did the deal with Microsoft

Kotick, who has been under pressure amid allegations of running a workplace fraught with misconduct, is Activision Blizzard's largest single shareholder.

Microsoft deal makes Activision CEO Bobby Kotick even richer

Microsoft Corporation's (MSFT) CEO Satya Nadella on Microsoft and Activision Blizzard Conference Call (Transcript)

Activision Blizzard recently contacted an adviser to consider topping Take-Two's $12.7 billion bid for Zynga, according to a person familiar with the matter.

Activision looked at topping Take-Two's $12.7 billion offer for Zynga, but sold to Microsoft instead

Also on Tuesday, the Federal Trade Commission and the Justice Department began rewriting merger guidelines in a sign of more skepticism on M&A.

Activision's market value is still 14% below what Microsoft plans to pay for it — and that suggests investors don't think the deal will get done

The video game industry is growing and evolving at an unprecedented pace, while the public perception of the gaming culture seems to be evershifting and becoming more mainstream by the day.

The Greatest Deal Of The Video Game Industry

Goldman Sachs

Tencent Holdings Limited

Sony

Financial news digest for Jan. 18, with stock, bond, cryptocurrency, and markets news. Breaking news on companies, earnings, and interest rates.

Decline in Stocks Accelerates on Interest Rate Fears

Microsoft is buying "Call of Duty" publisher Activision in a $68.7 billion deal. Kotick is expected to leave once the deal closes, according the WSJ.

Activision CEO Bobby Kotick will reportedly leave the company after Microsoft acquisition closes

Activision Blizzard deal would help Xbox compete against PlayStation – but will regulators play along?

Microsoft's Activision plan shows gaming will be at heart of metaverse

Companies have more cash than they know what to do with.

Activision's Takeover Signals More Big Buys Ahead

Video games have become weapons that tech titans wield to try to shape our future.

With Activision, Microsoft Bets on the Future

Microsoft announced plans to acquire Activision Blizzard, the video game studio behind blockbuster hits like Warcraft, Overwatch and Call of Duty, in an all-cash transaction valued at $68.7 billion. Microsoft says that the move will make the company the third-largest gaming company by revenue, after Tencent and Sony.

Microsoft to acquire Activision Blizzard in $68.7 billion deal

MSFT's $68.7 billion deal for ATVI brings the tech giant a library of A+ titles … and another way to leverage its cloud heft.

Microsoft Buys Activision With One Eye on the Cloud

Microsoft is expected to release Q2 FY22 earnings on January 25, 2022, after the bell. Microsoft has a history of earnings beats, and investors are expecting another strong showing.

Is Microsoft Stock A Buy Or Sell Before Upcoming Earnings?

Microsoft (MSFT) announced plans to buy Call of Duty maker Activision Blizzard for $68.7 billion, which will make it the third-largest gaming company in the world.

Microsoft (MSFT) Set to Buy Activision, Expands Gaming Footprint

Microsoft Corp. ( MSFT , Financial) announced Tuesday morning that it plans to acquire Activision Blizzard Inc. ( ATVI , Financial), a leader in game development and interactive entertainment.

Microsoft to Buy Game Developer Activision Blizzard

Microsoft (MSFT) is acquiring embattled gaming giant Activision Blizzard (ATVI) in a deal worth nearly $69 billion.

Microsoft (MSFT) Acquiring Gaming Company Activision Blizzard (ATVI)

Last year I joked that the problem with Microsoft for video game analysts is that it could, at any time, suddenly disrupt the entire industry by deciding to buy the moon.

Analysis: Microsoft's massive $68.7B acquisition of Activision Blizzard is a mixed bag for gamers

Microsoft is nearing a deal to buy Activision Blizzard, the video game maker of “Call of Duty” in a deal that would value the company at around $70 billion, according to media reports. The transaction is an all-cash deal for $95 per share.

Microsoft's $70B Bid for Video Game Maker May Test Market Definitions

"Acquiring Activision will help jump start Microsoft's broader gaming endeavors and ultimately its move into the metaverse," Wedbush said.

Microsoft's acquisition of Activision is a 'smart deal' as the tech giant homes in on gaming as the earliest money-making opportunity in the metaverse, Wedbush says

Microsoft's nearly $70 billion bid for the video gaming giant Activision Blizzard pushes the company front and center in the continued emergence of the metaverse.

News for Microsoft Stock (MSFT)