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

Disney

NVIDIA

When it comes to investing, the big brand names tend to offer the most in terms of long-term holdings. Though the American economy descends from a free-market capitalist ideology, the reality often results in monopolies or cornered markets.

Hedge Fund Favorites: 3 Blue-Chip Stocks Flashing Strong Buy Signals

Amazon

Broadcom

Home Depot

Eli Lilly

Netflix

Exxon Mobil

Stocks to buy if the market fails: that's the other side of the coin to the search query, is the market overvalued right now? Pop that question into your favorite search engine and you're bound to find endless opinions.

7 Stocks to Buy if the Market Ends Up Plunging

Apple

Microsoft and Apple are two of the largest companies in the world, but in this comparison, only one is the better stock to buy.

Best Stocks to Buy: Apple vs. Microsoft

Arthur Mensch, the CEO of Mistral AI and Dario Amodei, the CEO of Anthropic were in the spotlight at Viva Tech in Paris. Both lead companies backed by U.S. tech giants.

CEOs of AI start-ups backed by Microsoft and Amazon are the new tech rockstars

OpenAI on Thursday backtracked on a controversial decision to, in effect, make former employees choose between signing a non-disparagement agreement that would never expire, or keeping their vested equity in the company. The internal memo, which was viewed by CNBC, was sent to former employees and also shared with current ones.

OpenAI sends internal memo releasing former employees from controversial exit agreements

Microsoft CEO Satya Nadella spoke to Stratechery about its $13 billion partnership with OpenAI. "There's going to be competition," he told the tech and media newsletter.

Microsoft CEO Satya Nadella explains how he views his partnership — and competition — with OpenAI

Microsoft (MSFT) and G42 unveil a $1 billion digital investment package for Kenya supported by Kenya's Ministry of Information, Communications, and the Digital Economy.

Microsoft (MSFT) & G42 Announce $1B Digital Investment in Kenya

News Corp

A deal announced Wednesday between ChatGPT maker OpenAI and News Corp (NWSA) could have wide-ranging implications across the media industry.

What News Corp's Deal With OpenAI Says About Future of Publishing, AI

In a move that could have far-reaching implications for the future of news and information, artificial intelligence (AI) company OpenAI and media giant News Corp announced a multi-year global partnership on Wednesday (May 22).

OpenAI's News Corp Partnership May Hint at Super-App Ambitions

Riding the coattails of the so-called super investors isn't a bad strategy so long as you don't blindly follow their lead. Performing your own due diligence is essential before putting your money at risk.

Vote of Confidence: T. Rowe Price Has $137 Billion Invested in These 3 Stocks

As Nvidia again smashes targets, Microsoft teases a new breakout and record high, while teaming up on AI assistants with ServiceNow.

As Nvidia Smashes Targets, Microsoft Stock Teases Buy Point, Record High

Salesforce

A new Seattle-area startup is using artificial intelligence to help overwhelmed security teams identify high priority security flaws and mitigate threats.

Salesforce, Microsoft vets raise $8M for new AI cybersecurity startup

News Corp (NASDAQ:NWSA), the owner of The Times, The Sun and other newspapers, is set to open 6% higher after it signed a deal with OpenAI to provide it with content from its publications. OpenAI, the ChatGPT maker, will now have permission to use content from all of the multimedia group's titles when answering a user's question and to enhance its products.

News Corp pens deal with OpenAI for use of newspapers

QUALCOMM

Microsoft's AI vision is winning over customers and developers, and the tech giant intends to bring the industry along with it.

Microsoft and Qualcomm team up to make AI the future of the PC

Alphabet

HubSpot

Google parent Alphabet's potential acquisition of HubSpot , a U.S. marketing software maker with a market value of $31 billion, would boost its ability to compete against Microsoft in offering cloud-based applications to companies.

Google acquiring HubSpot would bolster bid to challenge Microsoft

News Corp. shares traded higher on Thursday after the media conglomerate inked a content deal with artificial-intelligence leader OpenAI.

News Corp. shares climb on OpenAI licensing pact

RBC raised its price target on Microsoft to $500, which could take its market cap to $3.7 trillion, up from $3.1 trillion now. The analyst cited the company's AI leadership, which was highlighted this week at this week's Microsoft Build 2024 developer conference.

Is Microsoft's Market Cap Going to $3.7 Trillion? 1 Wall Street Analyst Thinks So.

Microsoft President Brad Smith said the tech company's high profile deal with the United Arab Emirates-backed AI firm G42 could eventually involve the transfer of sophisticated chips and tools - a move that a senior Republican congressman warned could have national security implications.

Exclusive: Microsoft's UAE deal could transfer key U.S. chips and AI technology abroad

There remains a vast repository of content from WSJ and other outlets that will significantly enrich OpenAI's generative AI products.

OpenAI partners with Wall Street Journal publisher News Corp.

OpenAI has signed a deal with News Corp, a media conglomerate, that will give the artificial intelligence (AI) company access to content from many news organizations.

OpenAI Inks Content Deal With News Corp

“We believe an historic agreement will set new standards for veracity, for virtue and for value in the digital age,” News Corp. CEO Robert Thomson said in a statement.

News Corp, OpenAI reach landmark content licensing deal

Deal lets ChatGPT maker use all articles from Wall Street Journal, New York Post, Times and Sunday Times for AI model development

OpenAI and Wall Street Journal owner News Corp sign content deal

News Corp. and OpenAI have reached an multi-year agreement to provide content for use in artificial intelligence. The deal is the latest that OpenAI has reached with news publishers, even as it defends itself from lawsuits filed by other content creators over the use of their work in training models.

News Corp. And OpenAI Announce Content Deal

OpenAI and News Corp on Wednesday announced a "multi-year global partnership" that will allow OpenAI to access current and archived articles from News Corp's outlets — including The Wall Street Journal, MarketWatch, Barron's, The New York Post and more. As part of the deal, OpenAI will be able to display content from News Corp-owned outlets within its ChatGPT chatbot, in response to user questions.

NewsCorp and OpenAI strike 'multi-year partnership' deal to use journalistic content to improve ChatGPT

Sam Altman-led OpenAI has signed a deal to bring News Corp's news content to the artificial intelligence platform, the companies said on Wednesday.

News for Microsoft Stock (MSFT)