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

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Earnings data Q2 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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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

NVIDIA

Technology stocks have been surging higher in 2024 primarily on the back of AI driven growth potential. Research indicates that by 2030, AI will contribute $15.7 trillion to the global economy.

3 Technology Stocks to Buy After a 20- 30% Correction

Palantir Technologies

Palantir Technologies said on Thursday it will offer its products, including the Artificial Intelligence Platform (AIP) on Microsoft's cloud platforms, which cater to the U.S. government and federal agencies such as the Department of Defense.

Palantir to deploy AI products on Microsoft Azure for U.S. government agencies

DENVER--(BUSINESS WIRE)--Palantir Technologies Inc. (NYSE: PLTR) and Microsoft Corporation (NASDAQ: MSFT) announce today a significant advancement in their partnership to bring some of the most sophisticated and secure cloud, AI, and analytics capabilities to the U.S. Defense and Intelligence Community. This is a first-of-its-kind, integrated suite of technology that will allow critical national security missions to operationalize Microsoft's best-in-class Large Language Models (LLMs) via Azure.

Palantir and Microsoft Partner to Deliver Enhanced Analytics and AI Services to Classified Networks for Critical National Security Operations

Microsoft's valuation reached a more attractive level. It is slowing the pace of buybacks to reinvest in the business.

Nasdaq Correction: My Top "Magnificent Seven" Stock to Buy in August

CrowdStrike

A ton of narratives are circulating about what happened to Delta Air Lines the days following CrowdStrike's global tech outage. Take a look at what each company is saying.

Microsoft, CrowdStrike, Delta: Who's really to blame?

Nvidia has been a market leader for the better part of two years as AI spending accelerates. Two of Nvidia's biggest customers could present better investments going forward.

Billionaires Are Selling Nvidia and Buying These 2 Superb Artificial Intelligence (AI) Stocks Instead

Broadcom

Broadcom is a diversified semiconductor stock with rapid dividend growth. Microsoft offers a rare combination of safety and investment upside.

Investing During a Recession: 3 Tech Stocks to Target

Shares in Microsoft dipped after a recent earnings release. The company disappointed Wall Street in cloud growth.

Is It Too Late to Buy Microsoft Stock?

Coca-Cola

NextEra Energy

Sempra Energy

Taiwan Semiconductor Manufacturing

Walmart

More and more Americans are looking for reliable, long-term stocks to bolster their retirement portfolios. While Americans continue to look for ways to retire younger, it is becoming harder to save for retirement.

7 Set-and-Forget Retirement Stocks With Potential to Pay You Forever

If you want to make money in the market, you can do a lot worse than buying the best virtual reality stocks. Fundamentally, the sector benefits from explosive growth potential.

The 3 Best Virtual Reality Stocks to Buy in August 2024

Neon, the serverless Postgres database built for developers, today announces a $25.6 Million strategic investment led by M12, Microsoft's Venture Fund.

Neon to Bring Serverless Postgres to Azure, Announces $25 Million Strategic Investment led by M12, Microsoft's Venture Fund

SAN FRANCISCO--(BUSINESS WIRE)--Redpanda, the unified streaming data platform, today announced the integration of its Bring Your Own Cloud (BYOC) service with Microsoft Azure, expanding its multi-cloud offerings for delivering mission-critical data. This limited availability release responds to growing user demand for flexible data infrastructure options. Azure support is initially available in six key regions: centralus (Iowa), eastus (Virginia), eastus2 (Virginia), norwayeast (Oslo), uksouth.

Redpanda Expands Multi-Cloud Offerings with Microsoft Azure Integration

Alphabet

A U.S. judge ruled Monday that Google holds a monopoly in the search market, and invoked the case of Microsoft from over two decades ago. "All along, the government has implicitly and explicitly said they're basing this case on the Microsoft case," said Sam Weinstein, law professor at Cardozo Law School and former DOJ antitrust lawyer.

Google's antitrust ruling has experts looking to 25-year-old Microsoft case for answers

Amazon

The best Magnificent 7 stocks have propelled the stock market higher for many years. These tech giants make up a significant portion of the S&P 500 and the Nasdaq Composite.

The 3 Best Magnificent 7 Stocks to Buy in August 2024

MSFT bears are turned off by Microsoft's recent lack of success in playing the guidance game. But for genuine investors (as opposed to guidance game scorekeepers), MSFT looks quite strong. Although many are now wary about AI, the reality is that it's likely to turn out better than many realize.

Microsoft Investors Should Focus On The Big Picture, And Ignore The Pimple On An Elephant

Delta has said the July IT outage cost it $500 million.

Microsoft Joins CrowdStrike in Pushing Back at Delta Over Tech Outage Claims

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

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.

News for Microsoft Stock (MSFT)