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

The index is now highly concentrated in growth stocks. Buying the S&P even at an inflated valuation has been a winning strategy over the long term.

35% of the S&P 500 Is Concentrated in the "Magnificent Seven." Here's What That Means for Your Portfolio.

MSFT stock has gained 15.8% since my previous bullish thesis, still trading at a discount. Strong financial performance, innovation, and brand recognition support buy rating. Recent developments, including AI innovations and upcoming earnings report, continue to drive bullish momentum.

Microsoft: There Is Still A Remaining Runway, Buy

Share prices of the high-flying group appear “overbought,” according to one technical analysis.

The Biggest Risk to the Mag 7 Is How Well They're Doing

OpenAI's upcoming ban on application programming interface (API) access to its artificial intelligence (AI) models in China reportedly doesn't apply to Microsoft Azure's customers in the country.

Report: Microsoft Won't Follow OpenAI in Blocking China's Access to AI Models

Everyone knows Microsoft (NASDAQ: MSFT) and its best known products, including Windows operating system, Microsoft 365 suite of productivity apps but its growing cloud computing platform, Azure is the future of the company.

Microsoft (MSFT) Price Prediction and Forecast

Caterpillar

Chipotle

Robinhood

HubSpot

Semrush Holdings

Investing in the right stocks can lead to life-changing returns, especially if you have a lengthy time horizon. Compounding does its magic when you don't touch your investment for many years.

7 Explosive Growth Stocks Primed for Life-Changing Returns

To gain an edge, this is what you need to know today.

Investors Pay Attention To Nvidia, Apple, And Microsoft Divergence; Election Shock In France

Judging by Microsoft Corporation's recent earnings, my earlier analyses have underestimated the pace of its AI deployment. Microsoft Corporation is at a point of applying AI at scale to drive revenue growth and profitability. As a result, I see good odds for market-beating returns despite its record stock prices and 40x P/E.

Microsoft: I Underestimated Its Pace Of AI Infusion

Microsoft (NASDAQ: MSFT ) layoffs hit the tech giant's employees last week as it reduced roles in two of its divisions. According to the latest reports, the Microsoft layoffs included workers in its product and program management departments.

Microsoft Layoffs 2024: What to Know as MSFT Enacts More Job Cuts

Broadcom

JPMorgan Chase & Co

Eli Lilly

When it comes to investing, individual exchange-traded funds (ETFs) aren't a one-size-fits-all financial vehicle as there are plenty of funds to choose from and the number of long-term possibilities in the ETF market continues to grow year-over-year.

Wall Street Favors These Four ETFs With Stellar Ratings

Microsoft is requiring staff in China to use iPhones for work starting in September. The measure essentially bans Android-powered devices for these workers and is part of Microsoft's Secure Future Initiative, designed to make sure all employees use the Microsoft Authenticator password manager and Identity Pass app, Bloomberg reported Monday (July 8).

Microsoft Institutes iPhones-Only Rule for Workers in China

Advanced Micro Devices

Dell Technologies

Hewlett Packard

Intel

QUALCOMM

Currently, there is a major bottleneck right now for AI applications to where client devices are not powerful enough or energy efficient enough to leverage AI capabilities at the edge. AI-capable PCs are projected to rise from ~19% of total PC shipments this year to more than 70%, even up to 80% by 2028. Competition in AI PCs is quickly heating up, with Intel forecasting a surge in its PC chip shipments, while Nvidia, AMD and others line upArm-based CPUs to take on Qualcomm.

AI PC Stocks: Emerging 2024 And 2025 Story

24/7 Insights Wall Street expectations for where Microsoft Corp.

Microsoft Stock Price Prediction: Where Will It Be in 1 Year

Wall Street has rallied over tech stocks since last year thanks to a boom in AI. AMD has refocused its chipmaking business to compete in this budding industry.

Better Artificial Intelligence Stock: AMD vs. Microsoft

Coined by Bank of America's chief investment strategist Michael Hartnett, the Magnificent 7 is a group of seven technology companies known for their significant market capitalization and impact on global markets. The Magnificent 7 currently includes e-commerce giants Amazon.com and Alphabet, consumer tech providers Apple and Microsoft, EV leader Tesla, semiconductor manufacturer NVIDIA, and social media powerhouse Meta.

What Makes These 7 Stocks Magnificent?

Four members of the Magnificent 7 tech giants—Apple Inc. AAPL, Microsoft Corp MSFT, Meta Platforms Inc. META and Alphabet Inc. GOOGL GOOG—all hit new 52-week highs on Friday, showcasing their continued market dominance and investor confidence amid a tech-driven bull run.

Apple, Microsoft, Meta, Google Stocks Hit 52-Week Highs: Which Is The Best Investment?

Companies are spending big to develop their own AI chips so they don't have to keep paying Nvidia

Nvidia's stock is soaring largely thanks to Microsoft, Alphabet and tech's other AI giants. That won't last.

Visa

Inflation reduces the purchasing power of the money that you save up in the bank. While it's good to save money and build toward long-term financial goals, it loses value every year.

Inflation-Beating Consumer Plays: 3 Stocks With 20%+ Margins

The Mag 7 bubble is likely to burst only with the weak earnings season, just like the dot-com bubble did in March of 2000. A slowing economy is likely to affect the Q2 2024 earnings, and it's likely that Mag 7 companies will miss on their guidance, like Meta did in Q1.

The Mag 7 Earnings Preview: Get Ready For A Bubble Burst

Nvidia has added more than $2.7 trillion in market cap value over the last two years. Both Microsoft and Nvidia currently sport record-high price-to-sales (P/S) ratios, indicating their valuations are stretched.

Better Megacap Stock: Nvidia vs. Microsoft

American Express

Chevron

PepsiCo

No matter when you plan to retire, it is never too early to start working on your finances if you want to enjoy a comfortable future. When you park your money in the right place, it will grow and ensure that your expenses are taken care of during the golden years.

7 No-Brainer Stocks to Buy for Your Retirement Portfolio

Automatic Data Processing

Enbridge

Sanofi

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.6%, we present two other groups of five DGI stocks each, with the goal of moderate to high yields.

5 Relatively Secure And Cheap Dividend Stocks To Invest In - July 2024

ServiceNow

Wall Street investors have been paying close attention to the growth of the cloud computing sector. According to a recent survey, 94% of major companies worldwide utilize cloud computing in their operations.

The 3 Best Cloud Computing Stocks to Buy in July 2024

Companies boasting strong cash-generating abilities can be great investments, as they have plenty of cash to fuel growth, pay out dividends, and easily wipe out debt.

These 3 Companies Generate Significant Cash

Walmart

Costco

Several of the world's biggest stocks set new record share prices Friday as major stock indexes rose to all-time highs, the latest evidence of the market's resiliency in the face of uneven economic conditions.

News for Microsoft Stock (MSFT)