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

Microsoft stock fell as much as 7% after reporting earnings.

Microsoft Earnings Sell-Off: A Buying Opportunity?

Microsoft (NASDAQ: MSFT ) stock is falling 2% in early trading, and the shares are trending on social media and business news websites this morning. The company reported its fiscal fourth-quarter results yesterday after the market closed, and investors focused on the revenue of its cloud unit, which came in slightly below analysts' average outlook.

MSFT Stock Falls as Microsoft Cloud Revenue Disappoints. What's Going On?

Microsoft stock is falling short of the market averages. Through July 30, Microsoft stock had risen 14% — slightly below the S&P 500's 14.6% increase, according to Google Finance.

Microsoft Stock Drops As AI Capital Expenditures Surge To $56 Billion

Despite a recent dip in Microsoft Corporation's stock due to a slowdown in Azure revenue, the company's growth trajectory remains strong, driven by substantial investments in AI. The management is confident that Azure's growth will reaccelerate in 2H FY2025 as previous capex leads to increased AI capacity to meet the growing demand. Its capex as a percentage of revenue expanded to 21.4%, up from 17.7%, reaching a record high, while its FCF grew 24.5% YoY in FY2024, the highest in 6 years.

Microsoft Q4 Earnings: AI Capital Expenditures Remain Strong And Growing

In the wake of Microsoft's fiscal fourth-quarter earnings report, Wall Street's reaction was mixed, reflecting a divide between bullish optimism and cautious skepticism. The tech giant reported earnings per share of $2.95, slightly above expectations, and revenue of $64.7 billion, marking a 15.1% increase year-over-year.

Wall Street has mixed views on Microsoft after Q4 earnings: Should you sell or buy more?

Boeing

Tech Stocks Drop, Small Caps Gain Amid Market Volatility

Microsoft Misses And Boeing Names New CEO

Investors want to know when Big Tech's huge investments in AI will generate returns. Microsoft gave them an answer on Tuesday as it reported earnings.

Microsoft's timeline for its massive AI bet is testing everyone's patience

NVIDIA

After a tough recent stretch for Nvidia Corp. shares, they're primed for a sizable boost on Wednesday — along with others in the semiconductor sector.

Nvidia's stock set to climb as Microsoft says the magic words

American Express

Blue-chip companies typically have a large market cap, solid financial reputation and overall positive sentiment among investors. These are stocks that shift the market in one direction or the other.

The Top 3 Blue-Chip Stocks to Buy Now: Summer 2024

C3.ai

Amazon

Global X Robotics & Artificial Intelligence ETF

Alphabet

AI Boom or Bubble? Strategies for Success in a Volatile Sector

CrowdStrike

Delta Air Lines

Delta CEO says CrowdStrike-Microsoft outage cost the airline $500 million

Taiwan Semiconductor Manufacturing

Nvidia relies heavily on TSMC for its GPU manufacturing. TSMC expects AI chips to be around 20% of its total revenue within the next five years.

Forget Nvidia: 2 Tech Stocks to Buy Instead

Advanced Micro Devices

As earnings season in the tech world marches forward, two Big Tech stalwarts painted two very different stories (and received two opposite market reactions) to the maturation of the AI landscape.

Microsoft got bruised while AMD cruised, but both will get an earnings boost from AI

Microsoft Corp (NASDAQ:MSFT) is expected to shed up to $81 billion in market value when US trading commences on Wednesday. The 2.6% pre-market fall in the Redmond megacap's share price is due to revenue concerns in its Azure cloud-computing segment.

Myopic market pummels Microsoft for $81bn

Royal Mail and Microsoft Corp (NASDAQ:MSFT) are among those collectively owed £213 million following Carpetright's collapse, reports have said. The postal service and technology giant could receive less than 1p in the pound on their debts based on administrators' proposals, according to The Times.

Carpetright failure leaves Royal Mail, Microsoft owed millions

After a massive global IT outage, which brought multiple industries to a standstill on July 19, troubles have continued for Microsoft (NASDAQ: MSFT) stocks, the price of which has steadily declined since and has recently even demonstrated a ‘death candle' on its chart, signalling more difficulties.

Microsoft stock price prediction as ‘death candle' hits

Microsoft's MSFT -0.89%decrease; red down pointing triangle artificial-intelligence ambitions are putting up some big numbers. Just not in the right column.

Microsoft's AI Dreams Make for an Expensive Reality

Nvidia investors looked to be heartened by signs of continued spending on hardware to power artificial-intelligence technology.

Nvidia Stock Gains. What Microsoft and AMD's Reports Mean for the Chip Maker.

Microsoft reported a 10% increase in quarterly profits Tuesday as it tries to maintain its position as a leader in artificial intelligence technology.

Microsoft's cloud business powers 10% growth in quarterly profits

The CNN Money Fear and Greed index showed a decline in the overall market sentiment, with the index moving to the “Fear” zone on Tuesday.

Nasdaq Tumbles As Microsoft, Nvidia And Other Tech Stocks Decline: Greed Index Moves To 'Fear' Zone

Microsoft's Frankfurt-listed shares fell 2.7% at the open on Wednesday following a disappointing update.

Microsoft shares fall in Frankfurt after disappointing update

Microsoft (MSFT) shares tumbled nearly 3% in Tuesday's extended trading session after the tech giant reported better-than-expected quarterly results but missed Wall Street's revenue estimate for its cloud segment, a business that brings in around 44% of the company's total sales.

Watch These Microsoft Price Levels as Stock Drops on Cloud Revenue Miss

Microsoft Corporation (NASDAQ:MSFT ) Q4 2024 Earnings Conference Call July 30, 2024 5:30 PM ET Company Participants Brett Iversen - Vice President of Investor Relations Satya Nadella - Chairman and Chief Executive Officer Amy Hood - Executive Vice President and Chief Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley Mark Moerdler - Bernstein Research Kasthuri Rangan - Goldman Sachs Group, Inc. Brent Thill - Jefferies LLC Karl Keirstead - UBS Brad Zelnick - Deutsche Bank Mark Murphy - JPMorgan Chase & Co. Keith Bachman - BMO Capital Markets Operator Greetings and welcome to the Microsoft Fiscal Year 2024 Fourth Quarter Earnings Conference Call. At this time all participants are in a listen-only mode.

Microsoft Corporation (MSFT) Q4 2024 Earnings Call Transcript

Microsoft is doubling down on artificial intelligence (AI) as a driver of growth. During the company's fiscal fourth-quarter earnings call on Tuesday (July 30), executives described surging demand for AI services across its cloud and software portfolio.

Microsoft Bets Big on AI as Demand Surges Across Cloud and Software Businesses

The dichotomy in Wall Street's reactions to the results from Microsoft Corp. and Advanced Micro Devices Inc. — two tech giants that have been investing heavily in AI — is a perfect example of the AI optics game.

News for Microsoft Stock (MSFT)