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

NVIDIA

Now that the second quarter is over we have a new chance to evaluate what's likely ahead for the third quarter and what are some of the key levels that investors and traders should be watching.

A Monthly Look At Big Tech

Direxion Daily MSFT Bull 2X Shares ETF (MSFU) has performed well, delivering triple-digit total returns over the past seven quarters since inception. Leveraged ETFs like MSFU come with significant risks, including daily resets that can lead to volatility drag and erosion of net assets. Using momentum indicators like Relative Strength Index and On Balance Volume can help investors navigate entry and exit points for MSFU positions to maximize gains and mitigate risks.

MSFU: For Less Risk-Averse Microsoft Shareholders Only

Microsoft's valuation is upgraded from "hold" to "buy" with a near-term target of $417.30 and a 2033 target of $1,099.90, implying 14.6% annual returns. The Company's growth is driven by its cloud business (Azure), and acquisitions like Activision-Blizzard. MSFT holds a 24% cloud market share (second to Amazon's 31%) and dominates with a 72.17% share in the PC OS market.

Microsoft: Currently Overvalued, But It's Set To Be A Potential Outperformer Throughout 2033

Super Micro Computer

Nvidia will remain the top AI chipmaker for years to come. Super Micro Computer is the fastest-growing maker of dedicated AI servers.

3 Artificial Intelligence (AI) Stocks to Buy in June 2024

In the past year, both Meta (Nasdaq: META) and Alphabet (Nasdaq: GOOGL) announced dividends.

What's the Best Magnificent 7 Stock for Dividend Investors?

If you missed out on the recent price advances in Microsoft stock and Apple stock, here's what you should do.

Apple And Microsoft Look Dominant. If That Continues, This Is What It Means For The Market.

The “Magnificent Seven,” a group of leading mega-cap tech giants, have become key drivers of major stock market indexes such as the S&P 500 and Nasdaq 100.

Buy alert: 2 Magnificent Seven stocks with ‘strong buy' ratings for July 2024

Microsoft's Azure, Google's GCP and Amazon's AWS make up 67% of the cloud infrastructure services market. As a mix of overall revenues, Microsoft has the highest gearing to cloud. This greater focus on the Cloud business can continue market share gains and strong customer adoption. Azure may be the leader in the cloud vendor market in 3–5 years. Copilot-driven ARPU growth can pave the way for multiple expansion as investors raise long-term growth expectations due to the sticky nature of Microsoft's enterprise productivity software.

Microsoft: Superior Focus On Azure And ARPU Growth To Drive Outperformance

While the European Union (EU) has determined that the relationship between Microsoft (MSFT) and OpenAI is not considered a merger, the artificial intelligence (AI) superpowers are not in the clear yet.

Microsoft and OpenAI Partnership Not Out of EU Regulator's Sights

Alphabet

The European Commission is taking a closer look at the ties between Microsoft and OpenAI.

European Commission Takes Closer Look at Microsoft-OpenAI Ties

Citi analyst Tyler Radke likes Shopify, MongoDB, and Elastic in software, and megacap Microsoft.

Microsoft and 3 More Stocks to Play a Software Rebound

The EU will examine the impact of Microsoft's multi-billion-dollar partnership with ChatGPT developer OpenAI on competition in the fast-growing AI market, the bloc's antitrust chief said Friday.

EU further scrutinizes Microsoft, OpenAI tie-up

Pool

Waste Management

Who doesn't want to get rich? Particularly in today's economy when prices for even the most basic essentials are more than what most people can afford, being wealthy helps take the edge off the day-to-day drudgery of existing.

Want to Get Richer? 3 Stocks to Buy Immediately.

EU antitrust regulators will seek additional third party views on the partnership between Microsoft and OpenAI as well Google's artificial intelligence deal with Samsung for Samsung devices, EU competition chief Margrethe Vestager said on Friday.

EU seeks views on Microsoft, OpenAI, Google and Samsung deals, EU's Vestager says

YORK, United Kingdom, June 28, 2024 (GLOBE NEWSWIRE) -- “Winning this award is an incredible honour for Simpson Associates!” said Giles Horwood, Managing Director at Simpson Associates.

Simpson Associates recognised as the winner of 2024 Microsoft Community Response Partner of the Year

Broadcom

Carvana

MicroStrategy Incorporated

This year's furious rally in technology and megacap stocks is set to leave its mark on Friday when FTSE Russell carries out its latest annual index reconstitution.

Tech's dominance of Russell 1000 will hit record levels after latest reconstitution

Machine learning (ML) algorithms are the essential bedrock of modern artificial intelligence technologies. Relying on advanced pattern recognition and inferencing techniques, speech recognition, recommendation systems and autonomous vehicles have all become possible.

You've Been Warned! 3 Machine Learning Stocks to Buy Now or Regret Forever.

Roblox

After a couple of rough years during which the sector underwent extensive restructuring, smart investors are once again paying attention to metaverse stocks. Due to higher spending and focus on AI, investors tend to ignore the metaverse, but the market is too substantial to ignore, expected to be worth about $116.74 billion in 2024 and $669.96 billion by 2029, growing at a rate of 41.83% per year.

Treasure Hunt: 3 Metaverse Stocks Wall Street Hasn't Discovered Yet

After hitting a new all-time high (ATH) and progressing further above the $450 price level, Microsoft (NASDAQ: MSFT) stock might proceed toward another record-breaking level – at $500 – and analysts are optimistic it will succeed in doing so in the next 12 months.

Here's when Microsoft stock could hit $500

The Center for Investigative Reporting (CIR), the nonprofit news organization that produces Mother Jones and Reveal, has sued OpenAI and that firm's largest shareholder, Microsoft. CIR's lawsuit alleges that the companies committed copyright violations, the nonprofit said in a Thursday (June 27) press release.

OpenAI, Microsoft Face Copyright Lawsuit by Mother Jones Publisher CIR

VANCOUVER, British Columbia, June 27, 2024 (GLOBE NEWSWIRE) -- Zafin, the leading provider of SaaS core modernization and transformation solutions for banks, today announced it has won the 2024 Microsoft ISV Innovation - Americas Partner of the Year Award. Zafin received recognition among a group of top Microsoft partners for demonstrating innovation and successfully delivering customer solutions using Microsoft technologies.

Zafin recognized as the winner of 2024 Microsoft ISV Innovation - Americas Partner of the Year Award

Salesforce

Oracle

The news of the U.S. government's allegations has shaken the financial sector. Adobe is at the center of a criticism storm from the Federal Trade Commission (FTC), which claims that the company concealed the cost of canceling its subscription plan.

3 Stocks that Might Benefit From the FTC-Adobe Lawsuit

CHICAGO, June 27, 2024 (GLOBE NEWSWIRE) -- Nerdio , a premier solution for organizations of all sizes looking to manage and cost-optimize native Microsoft cloud technologies, today announced it has been named the winner of the Commercial Marketplace 2024 Microsoft Americas Partner of the Year Award. The company received recognition among a group of top Microsoft partners for demonstrating innovation and successfully delivering customer solutions using Microsoft technologies.

Nerdio Recognized as the Winner of the 2024 Microsoft Americas Partner of the Year

KIRKLAND, Wash.--(BUSINESS WIRE)--Tanium, the industry's leading provider of Converged Endpoint Management (XEM), today announced it is once again a recipient of the Microsoft Partner of the Year Award, this time in the prestigious 2024 Independent Software Vendor (ISV) Innovation category. The award recognizes Tanium for its innovation using Microsoft Copilot AI and Cloud advanced services, and for introducing new techniques, approaches, and applications that push the boundaries of what is cur.

Tanium Wins Coveted Microsoft Independent Software Vendor Innovation Partner of the Year Award

DENVER, June 27, 2024 (GLOBE NEWSWIRE) -- Pax8, the leading cloud commerce marketplace, today announced it has been named winner of the 2024 Microsoft Americas Partner of the Year Award. The company received recognition among a group of top Microsoft partners for demonstrating innovation and successfully delivering customer solutions using Microsoft technologies.

News for Microsoft Stock (MSFT)