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

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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

Apple

Alphabet

The awakening of a sleeping giant in generative AI could solidify its position ahead of Nvidia. Increasing competition in the AI chip market could work to another tech leader's advantage.

Prediction: 3 Stocks That Will Be Worth More Than Nvidia 10 Years From Now

Microsoft leads in AI, holding a significant stake in OpenAI. Competing with Google, AWS, and Meta, it aims to build AGI. This boosts profits, but may have long-term ethical risks. Microsoft shows the highest AI-related growth among peers. Its diversified approach slows growth slightly, but its net income margin remains impressive. MSFT stock is likely fairly valued, and my baseline price targets for the investment over the next two decades indicate market-beating returns.

Microsoft's Long-Term Strategy Is Being Accelerated By Its AI Investments

In the fast-paced world of technology, where innovation reigns supreme, some companies cast a long shadow.

Forget Google: This Stock Is the Next Millionaire Maker

ON Semiconductor

Microsoft has had to delay an AI-powered feature on its PCs over privacy concerns.

Tech Stocks Are Slipping. Microsoft, On Semi, and More Are in Focus

Microsoft will no longer ship Recall, an artificial intelligence tool that tracks user activity, when the company releases the Copilot+ PC next week. Industry experts have expressed concern over the potential for hackers to develop tools that can retrieve user information.

Microsoft to delay launch of AI Recall tool due to security concerns

The 3 Best Social Media Stocks to Buy in June 2024

NVIDIA

Technology Select Sector SPDR Fund

One popular passive exchange-traded fund could soon see a major shakeup with potentially serious ramifications for the technology stocks that have been driving much of the market's gains in 2024.

Popular tech-sector ETF could see major shakeup as Apple, Microsoft and Nvidia jockey for position

Microsoft won't be releasing its controversial AI Recall feature with the rest of its updates next week.

Controversial Microsoft AI screenshot feature delayed over security concerns

Microsoft plans to invest 6.69 billion euros ($7.16 billion) to develop new data centres in Spain's northeastern region of Aragon, which is becoming a major cloud computing hub within Europe.

Microsoft to invest $7.16 bln in new data centres in northeastern Spain

Amazon

Cisco Systems

Super Micro Computer

It's hard to argue against the notion that artificial intelligence (AI) is the biggest opportunity that most of us will ever see in our lifetimes. AI is already changing the way humans work and will continue to do so.

The Only 7 Data Center Stocks Investors Need In Order to Capitalize on AI

American Express

GoDaddy

Investing in the top tech stocks has the potential to yield significant returns, paving the way for substantial wealth accumulation by 2035. The technology sector has consistently outperformed the market, and holds the largest weighting in the S&P 500 Index.

The 2035 Millionaire's Club: 3 Tech Stocks to Buy Now

As Microsoft Corp. (NASDAQ: MSFT ) more clearly defines its artificial intelligence strategy, the company's stock should respond and deliver outsized gains to shareholders. Microsoft hasn't exactly been a laggard when it comes to performance.

Microsoft Stock Alert: Play The AI Long-Game With MSFT

Members of US Congress on Thursday pressed Microsoft to explain a "cascade of avoidable errors" that allowed a Chinese hacking group to breach emails of senior US officials.

Microsoft faces heat from US Congress over cybersecurity

Microsoft will not roll out "Recall", an AI-powered feature that tracks computer usage, with its new computers next week and will instead preview it with a smaller group later, the tech giant said on Thursday, amid concerns of privacy risks.

Microsoft to delay release of Recall AI feature on security concerns

Brad Smith testified before a House committee a year after Chinese hackers infiltrated Microsoft's technology and penetrated government networks.

Lawmakers Question Brad Smith About Microsoft's China Business

Apple and Microsoft are competing in the AI space, with Apple emphasizing on-device AI and Microsoft focused on cloud-based AI. Microsoft introduced Copilot+ PC with AI features like Recall and Cocreate, while Apple offers AI tools like Image Playground and Siri based on Apple Intelligence. Both companies are investing in AI for the future of computer user interfaces, with Apple leveraging its on-device AI and Microsoft more focused on cloud-based AI.

The Apple Vs. Microsoft AI Matchup

Integration enables one-click activation, significantly improving communication and ensuring a convenient and consumer-like employee experience Integration enables one-click activation, significantly improving communication and ensuring a convenient and consumer-like employee experience

Appspace extends employee communication to every collaboration space through innovative integration with Microsoft Teams Rooms

ASML Hld

Broadcom

Today, we will explore three artificial intelligence (AI) stocks challenging Nvidia (NASDAQ: NVDA ), each poised with distinct strengths and growth potential for investors. With its cutting-edge GPUs and AI hardware, Nvidia has become the dominant force in the AI space.

3 AI Stocks That Are Worthy Challengers to Nvidia

MONTRÉAL--(BUSINESS WIRE)--Sherweb, an award-winning cloud marketplace leader, is pleased to announce that it has attained all six Microsoft Solutions Partner designations.

Sherweb Attains All Six Microsoft Solutions Partner Designations

Bunge Global SA

Caterpillar

Clean Harbors

Mastercard

Marriott

Mondelez

At first glance, the idea of environmental, social and governance ( ESG ) investments might seem more like a “heart” narrative as opposed to a financial one. In other words, in a perfect world, everyone would choose to support the best ESG stocks to buy.

Jolly Green Giants: The 7 Best ESG Stocks to Buy Now

For top Microsoft executives, one-third of the "individual performance" portion of their bonuses in the new fiscal year will be tied to a review of their cybersecurity work, the company's president, Brad Smith, told a U.S. House committee ahead of a hearing on Thursday. Individual employees will discuss their cybersecurity contributions with managers in twice-annual reviews with their managers that factor into total compensation.

Microsoft employees' cybersecurity contributions will factor into their pay

Microsoft President Brad Smith previewed his approach in prepared written testimony for his appearance Thursday before the U.

Congressional hearing will pit Microsoft's actions vs. words in public grilling over security failures

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Transact Campus (“Transact”), the award-winning leader in innovative mobile credential and payment solutions for smart campuses, has announced a significant enhancement to its Transact Insights platform through integration with Microsoft Power BI. The new Data Connections feature transforms how higher education institutions manage, access and utilize their data. This innovative data connectivity allows users to seamlessly connect their data to leading busines.

Transact Campus Improves Data Analysis for Higher Education through Integration with Microsoft

Microsoft stock is close to breaking out and rallying to new highs. Apple's entry into generative AI has spurred investor sentiment on mainstream AI adoption. Microsoft's early investments in OpenAI have paid off, strengthening its AI capabilities.

Microsoft: A Breakout Rally Seems Imminent (Rating Upgrade)

My thesis for Microsoft is centered on its unstated but evident strategy akin to the Trojan Horse method of incursion into the Enterprise segment. From the advent of the PC to the ongoing AI narrative, Microsoft's footprint reveals recurring revenues as its primary focus. In terms of valuation, this cannot be called an expensive stock by any measure.

News for Microsoft Stock (MSFT)