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 Corporation (MSFT) is among the biggest companies on the planet in terms of market capitalization. Its continued innovation on several fronts could keep it there for a long time.

Microsoft Innovation Could Keep It on Top

On Friday, analysts at Citi increased their target price on Microsoft Corp (NASDAQ:MSFT) from $495 to $520, while reiterating their ‘Buy' rating. This upward revision underscores Citi's confidence in Microsoft's growth prospects, particularly fueled by its strategic investments in artificial intelligence (AI) and its dominant position in the tech industry.

Citi hikes target price on Microsoft stock to $520: Can it reach there?

Microsoft Corp (NASDAQ:MSFT) has reclaimed its position as the world's most valuable listed company after Nvidia's share price fell by more than 3.5% on Thursday. NVIDIA Corp (NASDAQ:NVDA, ETR:NVD)  briefly held the top spot with a market valuation of $3.34 trillion, but this was short-lived.

Microsoft regains spot as world's largest company

Microsoft (NASDAQ: MSFT ) remains one of the Magnificent 7 stocks long-term growth investors should continue to hold. That's been my view for a long time, and it's still true.

Microsoft's AI Edge: Why MSFT Stock Is Poised to Outperform Apple and Nvidia

Apple

Advanced Micro Devices

Broadcom

NVIDIA

Palantir Technologies

The term ‘competitive advantage' is often used in business and the stock market. It refers to the way that a given company can produce goods or deliver services better than its competitors.

7 Tech Stocks With Unbeatable Competitive Advantages

Microsoft has regained the title of the world's most valuable public company just days after it was overtaken by one of its rivals.

Microsoft back as world's most valuable company

ACM Research

AppLovin Corp

Year-to-date, the information technology sector has risen by 30%. Yet despite those solid gains, the sector could gain more led by leading tech stocks to buy now.

3 Tech Stocks to Buy Now: June 2024

American Express

Cadence Design Systems

KLA-Tencor

Lam Research

Micron Technology

Synopsys

If you've been one of the people looking for tech stocks to buy in the past two years, you're likely quite happy with your portfolio's performance. I wrote an article in late 2022 titled “25 Tech Stocks to Buy Before They Take Off in 2023.

7 Stocks to Buy if You Think We'll See Nasdaq 20K in 2024

Microsoft trades at over a $3 trillion market cap but I see more upside ahead. The company has shown stellar enterprise and cloud growth, likely driven by AI tailwinds. The company offers a rare blend of secular growth, high profit margins, and high returns of cash to shareholders.

Microsoft: After Generative AI, The Path To More Upside

NVIDIA Corp NVDA has surpassed tech giants Microsoft and Apple to become the world's most valuable publicly traded company.

Microsoft Fights To Reclaim The Top Spot As Nvidia's Stock Split Catapults Them To Claim the Crown As The World's Most Valuable Company

Amazon

Taiwan Semiconductor Manufacturing

Nvidia relies on Taiwan Semiconductor Manufacturing to make its popular GPUs. Amazon can enable businesses to build their own machine-learning and generative AI products.

An Nvidia Correction Might Be Inevitable. Here Are 3 Artificial Intelligence (AI) Stocks I'd Buy Instead.

ASML Hld

Coca-Cola

QUALCOMM

Warren Buffett is continuously seeking stocks – dividend and non-dividend – with durable competitive advantages as they ultimately end up standing the test of time. That's why their respective stocks make such good investments: Durable competitive advantages create strong pricing power.

7 Dividend Stocks That Follow Warren Buffett's Cardinal Rule

Alphabet

Stock trading has been weird in 2024 as fear arising from high interest rates, inflation, and other factors seemingly collided with investor greed stemming from the incredible promise of the technology sector to generate an apparent frenzy that led to several blue chips surging more like penny stocks.

These top stocks are beating the market in 2024

Realty Income Corp

Walmart

Investing in long-term stocks to buy now offers unparalleled financial stability. Though the stock market keeps racking gains, the economic landscape uncertainty makes long-term stocks more relevant than ever.

3 Long-Term Stocks to Buy Now: June 2024

General Electric

Otis Worldwide

The GMO U.S. Quality ETF (NYSEARCA: QLTY ) seeks quality stocks to buy.   At the end of May, Barron's published an article about investing guru Jeremy Grantham's new ETF and how it's beating the markets despite not owning Nvidia (NASDAQ: NVDA ).

3 Must-Own Stocks from Jeremy Grantham's New ETF

In 2024, the Federal Reserve is widely anticipated to follow the Bank of Canada and initiate rate cuts. This potential monetary policy shift can have profound implications, making investors consider the best tech stocks to buy.

Fed Rate Cut Beneficiaries: 3 Tech Stocks Worth the Gamble in June

CAMBRIDGE, United Kingdom, June 20, 2024 (GLOBE NEWSWIRE) -- lowRISC C.I.C. , the open silicon ecosystem organization, today announced a formal collaboration with Microsoft to help bring its CHERIoT-Ibex design to production grade, leveraging lowRISC's comprehensive open-source silicon development methodology, the Silicon Commons.

lowRISC and Microsoft Collaborate to Help Bring the Revolutionary CHERIoT-Ibex Core to Production Grade

Microsoft has been feuding with Nvidia, The Information reported. Jensen Huang's attempt to control how Nvidia chips are used led to a standoff with Microsoft.

Jensen Huang's tight control over Nvidia chips reportedly led to a feud with Microsoft

Super Micro Computer

Since 1980, stocks that split have outperformed the S&P 500 during the 12-month period following the announcement of the split. Super Micro Computer is an early leader in the artificial intelligence server market, and the company is projected to gain share quickly.

Nvidia Completed Its 10-for-1 Stock Split. These 2 Artificial Intelligence (AI) Stocks Could Be the Next Stock Splits

Cisco Systems

Cisco Systems stock peaked at $64 in 2021, now trading around $45, potentially undervalued. Earnings estimates show growth potential, trading at low multiples, strong balance sheet, and dividend yield of 3.5%. Investments in AI, humanoid robots, and connected devices could drive future growth, similar to Microsoft's past trajectory.

Cisco Systems: AI And Humanoid Robots Could Fuel A Microsoft-Like Resurgence

Microsoft's (NASDAQ: MSFT) initial AI buzz, spurred by its partnership with OpenAI, has faded.

What Happened to Microsoft?

Datadog

Last month, my AI-powered stock-picking system, MarketMaster AI, awarded Nvidia (NASDAQ: NVDA ) a C-rated “hold” grade. Analysts were still raising their earnings estimates for the chipmaker, which was enough to offset the bearish pressure of high valuations.

Beyond Nvidia: 5 AI Stocks to Buy this June

Alphabet's (NASDAQ: GOOG , NASDAQ: GOOGL ) Google has seen better days than the best tech stocks to buy now, like Nvidia (NASDAQ: NVDA ). While the company's search engine still reigns supreme, its recent mishaps and setbacks in the artificial intelligence (AI) race have questioned its future dominance.

3 Tech Stocks That Will Rise Thanks to Google's Demise

AI has revolutionized global industries, from brewing beer to crafting fanfiction. When seeking top AI stocks to buy, I think it's best for investors to focus on top-tier companies with robust resources and expertise.

All Aboard the AI Gravy Train: 3 Top Stocks for the Long Haul

Nvidia's and Apple's manufacturing partner is poised to rally. Microsoft offers its shareholders many ways to profit from generative AI.

News for Microsoft Stock (MSFT)