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

Artificial intelligence (AI) has been a hot trend for investors all year, and as a result, popular AI stocks have been on a tear. Nvidia is up more than 183% so far this year.

1 AI Stock to Buy Before It Jumps 15%, According to a Certain Wall Street Analyst

Alphabet

Alphabet CEO Sundar Pichai fired back at claims it should be further along in the AI arms race made in March by Microsoft CEO Satya Nadella. Pichai said he'd love to do a "side-by-side comparison of Microsoft's own models and our models any day, any time.

Google CEO Sundar Pichai says he'd love to do side-by-side comparison with Microsoft's AI models

Amgen

Boeing

Cisco Systems

Chevron

Disney

Goldman Sachs

Johnson & Johnson

JPMorgan Chase & Co

Coca-Cola

McDonald's

Merck

NIKE

NVIDIA

Procter & Gamble

Verizon

Verizon is the only Dow Dog meeting the ideal of annual dividends from $1K invested exceeding its single share price. Five more Dow Dogs, including Cisco and Merck, are within 66% of meeting this ideal. Analysts forecast 11.36% to 31.73% net gains from top-ten Dow Dogs by December 2025, with Merck leading at 31.73%.

Dow 30 December Dogs Show 28 Pay Dividends And 1 "Safer" Buy

OpenAI and Anduril on Wednesday announced a partnership allowing the defense tech company to deploy advanced AI systems for "national security missions." It's part of a broader and controversial trend of AI companies not only walking back bans on military use of their products, but also entering into partnerships with defense industry giants.

OpenAI partners with defense company Anduril

Apple

Rating the Magnificent 7 Stocks in 2024

After months of C-suite changes, tender offers and a soaring valuation, OpenAI has reached a new milestone: 300 million weekly active users. Over the next year, the company is reportedly aiming to nearly 4x its current user number, targeting 1 billion.

OpenAI's active user count soars to 300 million people per week

Award-winning digital marketing agency SmartSites has been recognized as a channel partner at Microsoft Advertising's 9th annual Partner Awards. The recognition highlights the agency's commitment to excellence, innovation, and client-centered Microsoft Advertising management services.

SmartSites Named Finalist for Microsoft Advertising Channel Partner of the Year Award

Microsoft Corp (NASDAQ:MSFT) might be forced to compensate thousands of UK businesses if a class-action lawsuit instigated against the software giant is successful Plaintiff Maria Luisa Stasi alleges the company overcharged firms for its Windows Server software and is seeking more than £1 billion in damages. Stasi claims Microsoft penalised companies using rival cloud providers like Google and Amazon, pushing them toward its own subsidiary Azure.

Microsoft faces UK class action over cloud bundling

REDMOND, Wash. , Dec. 3, 2024 /PRNewswire/ -- Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.83 per share.

Microsoft announces quarterly dividend

iShares Russell 2000 ETF

Invesco QQQ

Direxion NASDAQ-100 Equal Weighted Index Shares

Bullish momentum, expanding breadth, and a dovish Federal Reserve board are three reasons for investors to remain bullish stocks into year-end.

3 Reasons the US Equity Bull will Continue

OpenAI said on Tuesday that it's hired Kate Rouch from Coinbase as its first chief marketing officer. Rouch joined the crypto company in August 2021 and oversaw its Super Bowl ads.

OpenAI hires first marketing chief from Coinbase

Microsoft wants the Federal Trade Commission to examine whether the agency violated its own rules by allegedly leaking information related to a reported antitrust investigation into the Redmond, Wash.

Microsoft asks FTC to address alleged information leak amid reported antitrust investigation

SAN FRANCISCO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- Neon , the cloud Postgres database platform, is excited to announce the availability of a new integration with Microsoft Azure through Azure Native Integrations called Neon Serverless Postgres. Developers now have the ability to create Neon organizations from the Azure portal, benefiting from a modern Postgres service while keeping their existing security, compliance, and billing requirements.

Neon Serverless Postgres Announces Native Integration with Microsoft Azure

SEATTLE--(BUSINESS WIRE)-- #DataProtection--Veeam delivers new cyber resilience tools, improved reporting powered by Gen AI, complete Nutanix AHV protection, and access to Veeam Data Cloud Vault.

Veeam, the World's #1 Leader in Data Resilience, Launches New Enterprise Capabilities in Veeam Data Platform v12.3, including Microsoft Entra ID Protection

Tesla

Investors who have tilted their portfolios toward growth have certainly done very well for themselves in recent years.

Growth Stocks Set to Surge: 3 Top Buys in December

Microsoft faces a dispute in the U.K. over how it charges customers who buy cloud software services that rival its own Azure, the latest antitrust challenge to the U.S. tech giant's approach to licensing.

Microsoft Faces $1.3 Billion Antitrust Lawsuit Over Cloud Services in U.K.

Microsoft faces legal action in Britain over a claim that thousands of businesses using cloud computing services provided by Amazon, Google and Alibaba could be paying higher licence fees to use Windows Server software.

Microsoft faces UK lawsuit over cloud computing licences

Microsoft was accused in a U.K. lawsuit filed Tuesday of unfairly overcharging customers of rival cloud companies including Amazon, Google and Alibaba Cloud. The lawsuit alleges U.K. businesses are forced to pay more to license Microsoft's Windows Server software on rival firms' clouds than its own Azure platform.

Microsoft faces £1 billion lawsuit in UK for allegedly overcharging rival cloud firms' customers

Microsoft is in the crosshairs of a U.K. competition class-action style lawsuit that's seeking £1 billion (around $1.25 billion at current exchange rates) in damages. It revolves around accusations related to fees the software giant charged businesses and other organizations for licensing Windows Server when they were customers of rival cloud computing platforms.

UK antitrust suit hits Microsoft with claim for $1.25B in cloud fees damages

Elon Musk has asked a federal judge to block Sam Altman's OpenAI from completing plans to become a for-profit entity – arguing that it would cause “irreparable harm” to the public.

Elon Musk seeks injunction to block OpenAI's plans to become for-profit ‘Frankenstein': filing

Alithya Group Inc

MONTREAL , Dec. 2, 2024 /PRNewswire/ - Alithya Group inc. (TSX: ALYA) ("Alithya") is pleased to announce the acquisition of XRM Vision for a purchase price of up to C$35 million, payable in cash and Class A subordinate voting shares ("Class A Shares"), including a potential earnout.

Alithya acquires XRM Vision, deepening Microsoft expertise and strengthening smart shore capabilities

Can OpenAI get to 1 billion users over the next year? The artificial intelligence (AI) company is targeting that number and anticipating a new phase of growth driven by new products, new data centers and its partnership with Apple, the Financial Times (FT) reported Saturday (Nov. 30).

OpenAI Hopes Apple Partnership Can Give It 1 Billion Users

Microsoft's (NASDAQ: MSFT) share price is holding steady above the near-term $420 support zone as the company battles new antitrust allegations from United States authorities.

Microsoft stock expansion ‘is coming' as MSFT targets this price

Microsoft's essential products and consistent revenue growth justify its premium valuation, making it a cautious buy despite a slim margin of safety. Sustained growth driven by strong management and capital allocation, with a 10-year revenue CAGR of 10.9% and significant expansion in all business lines. Current valuation reflects expected growth, but potential positive surprises in cloud revenue and AI integration could enhance returns.

Microsoft Remains A Cautious Buy Despite Valuation Concerns

Elon Musk is seeking an injunction against OpenAI to stop its transition to a for-profit entity. It's part of Musk's suit against Sam Altman, which says OpenAI engaged in anticompetitive behavior.

News for Microsoft Stock (MSFT)