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 Q4 2022

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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

Alphabet

Oracle

Oracle Corp (NYSE:ORCL, ETR:ORC) shares flew higher afterhours Tuesday as the company disclosed new partnerships with Google, Microsoft and OpenAI. Despite a fiscal 4Q earnings miss, Oracle's shares surged following the announcement, buoyed by significant deals with the tech giants.

Oracle surges on mega-partnerships with Google, Microsoft, and OpenAI despite 4Q miss

Oracle's results came in a bit light, but it pointed to new business from Microsoft-backed OpenAI. The company will issue guidance on a conference call.

Oracle shares jump on Google and OpenAI deals despite earnings miss

ARM Holdings PLC

Taiwanese chip design giant MediaTek is developing an Arm-based personal computer chip that will run Microsoft's Windows operating system, according to three people familiar with the matter.

Exclusive: MediaTek designs Arm-based chip for Microsoft's AI laptops, say sources

DENVER--(BUSINESS WIRE)--FluentStream, the cloud communications provider for small and midsize organizations, today announced its integration with Microsoft Teams, enabling customers to access FluentStream's business phone system within their existing Microsoft Teams instance. This integration enables customers to increase efficiency and productivity and optimize costs by consolidating communication tools onto a single platform. Additionally, by integrating FluentStream's business voice service.

FluentStream Announces Integration with Microsoft Teams

Microsoft is increasing its spending on AI capabilities and has experienced a strong rebound in top-line growth due to its early success in AI monetization. The company's AI product, Copilot, has attracted 1.3 million customers and is driving growth across the broader GitHub platform. The management mentioned a continued increase in capex on AI infrastructure in FY2025 while managing to maintain margins.

Microsoft: Pace Of AI Monetization Is Faster Than Expected

Now that Apple is out of the way, the race for S&P 500 market-value dominance is between Nvidia and Microsoft. And Microsoft is still the favorite.

Analysts Predict This Company's Value Will Hit $3.6 Trillion First

As investors triple down on the hottest AI stocks this June, more value-oriented investors should look to some of the neglected cloud companies, many of which have AI upside of their own. Of course, many investors seem to be getting incredibly impatient when it comes to cloud software firms, even as they consistently pull the curtain on new AI features, innovations, functionality, and copilots.

3 Ultra-Cheap Cloud Stocks Worth Watching in June

Amazon

Boring stocks can become bountiful at times. However, this requires picking the right companies and holding them for the long term.

3 Boring Stocks to Buy to Steadily Grow Your Wealth for the Next Decade

Apple

NVIDIA

When investors should start moving into equal-weighted and small- and mid-cap index funds.

These 3 Stocks Rule the Market—and There's No Sign of Broadening Yet

Artificial-intelligence developer OpenAI said Monday that Sarah Friar would become its next chief financial officer, as it prepares to work more closely with a growing number of large companies and deal with an increasingly fraught landscape for the technology.

OpenAI taps veteran of Nextdoor, Square as new CFO, raising speculation about IPO

Apple's new partnership with OpenAI brings advanced AI to iOS, but Microsoft's strategic moves with OpenAI suggest a complex power struggle in the tech industry.

Apple's OpenAI partnership: A boost for Siri or a trojan horse for Microsoft?

OpenAI said on Monday that it's hired Sarah Friar, ex-CEO of Nextdoor and former finance chief of Square, as its CFO. The company said Kevin Weil, an ex-president at Planet Labs, is joining as chief product officer.

OpenAI hires new CFO and product chief, announces Apple deal to integrate ChatGPT

Advanced Micro Devices

Artificial intelligence stocks are highly valued in today's stock market principally because AI plays like Nvidia (NASDAQ: NVDA ) are becoming the principal growth drivers of the Fourth Industrial Revolution. These AI stocks are also one of the main reasons the stock market returned 10.2% in the first quarter, its best performance since 2019.

3 AI Stocks With the Potential to Rise 100% by 2026: June Edition

The Justice Department and the Federal Trade Commission (FTC) are reportedly gearing up to unleash their antitrust hounds on Microsoft, OpenAI and Nvidia, according to a Wednesday (June 5) report from The New York Times.

Tech Titans in the Crosshairs: DOJ and FTC Ready to Rumble Over AI Dominance

OpenAI said on Monday it has hired Sarah Friar, most recently the CEO of Nextdoor, as its first chief financial officer.

OpenAI hires Sarah Friar as CFO

Publication of inside information pursuant to Article 17 of Regulation (EU) No 596/2014 MUNICH, GERMANY / ACCESSWIRE / June 10, 2024 / ParTec AG (ISIN: DE000A3E5A34 / WKN: A3E5A3) and its licensing agent BF exaQC AG today filed a patent infringement lawsuit in the US against Microsoft Corporation. The core of the legal dispute is the infringement of ParTec patents relating to the dynamic modular system architecture (dMSA) that ParTec developed and uses worldwide in the construction of powerful leading-edge AI-supercomputers.

ParTec AG Files Patent Infringement Suit Against Microsoft Corporation in Texas, USA, With Its Licensing Agent BF exaQC AG

NewStreet Research's Pierre Ferragu picked up coverage with a price target that implies a $1 trillion increase in the company's valuation.

Microsoft Is Headed for a $4 Trillion Valuation, an Analyst Argues. Here's How.

In the ever-changing and fiercely competitive business landscape, conducting thorough company analysis is crucial for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating Microsoft and its primary competitors in the Software industry.

Performance Comparison: Microsoft And Competitors In Software Industry

Perion Network

Perion Network Ltd.'s stock lost more than a fifth of its value in premarket trading after the advertising-technology company cut its revenue outlook on the loss of its search distribution business with Microsoft Corp.'s Bing unit.

Perion's stock falls after ad-tech company loses Microsoft Bing business

Advanced Micro Devices was hit after analysts at Morgan Stanley downgraded the chip maker's stock to Equal Weight from Overweight.

AMD, Microsoft, Alphabet, and Other Tech Stocks in Focus

Microsoft is effectively outsourcing all of its best artificial intelligence research and development (R&D) to OpenAI, according to Todd McKinnon, CEO of cybersecurity firm Okta. McKinnon told CNBC that he sees Google's AI R&D efforts as more organic, adding that the internet giant pioneered much of the research that led to today's generative AI.

Microsoft is outsourcing its best AI, tech CEO says — and that's good news for Google

Arista Networks

AI stocks to buy continue to command Wall-Street's imagination. It's been more than a year since AI stocks propelled the market to record highs, but investors are still hungry for more.

If You Can Only Buy One AI Stock This Summer, It Better Be One of These 3 Names

Chevron

Coca-Cola

Novo Nordisk

Target

Taiwan Semiconductor Manufacturing

With so many moving parts in the market, investors shouldn't just focus on explosive growth ideas. Instead, they should turn to the safety of, well, safe stocks to buy.

The Safety Net Seven: 7 Stocks to Own for Unshakeable Returns

Broadcom

The Oracle of Omaha has earned himself quite the following after delivering a nearly 5,000,000% gain in Berkshire Hathaway's Class A stock (BRK.A) since taking over as CEO. Thanks to an acquisition 26 years ago, Buffett's company has an under-the-radar $646 million portfolio that contains 90 securities.

3 Artificial Intelligence (AI) Stocks Warren Buffett "Secretly" Owns

Coupang

Stan Druckenmiller was one of the most successful hedge fund managers in American history, and 20% of his portfolio was invested in Microsoft and Coupang as of the first quarter. Microsoft is successfully monetizing artificial intelligence through enterprise software and cloud computing products, and it's gaining market share in both product categories.

News for Microsoft Stock (MSFT)