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

NVIDIA

The Federal Trade Commission and the Justice Department are set to open antitrust investigations into Microsoft, OpenAI and Nvidia, examining the powerful companies' influence on the artificial intelligence industry, a source familiar confirmed to CNBC. The FTC will take the lead on looking into Microsoft and OpenAI, while the DOJ will focus on Nvidia, and the investigations will focus on the companies' conduct, rather than mergers and acquisitions, according to the source.

U.S. regulators to open antitrust probes into Nvidia, Microsoft and OpenAI

Accreditation signals CBTS' deep expertise in managing complex Microsoft enterprise data, infrastructure, and AI environments. Cincinnati, Ohio--(Newsfile Corp. - June 6, 2024) - CBTS, a global provider of IT solutions and services—including Application Modernization , Digital Workplace , Managed Hybrid Cloud , Cybersecurity , and Infrastructure Solutions —today announces it has achieved the advanced specialization for Networking Services on Microsoft Azure.

CBTS Secures Advanced Specialization for Networking Services in Microsoft Azure

Salesforce

Microsoft, Meta Platforms, Salesforce, and Other Tech Stocks in Focus Today

Alphabet

AI firms scrutinised over regulations that oversee fair competition and aim to prevent monopolies

Microsoft, OpenAI and Nvidia investigated over possible breach of antitrust laws

AbbVie

JPMorgan Chase & Co

Coca-Cola

UnitedHealth Group

Exxon Mobil

With the market entering a historically challenging season (due to the adage buy in May and go away), jittery investors may want to turn to stocks to buy tacitly endorsed by the hedge funds and other institutional players. Basically, if the big dogs like these ideas, you might want to consider adding some yourself.

Hedge Fund Favorites: 7 Stocks to Buy When You're Feeling Jittery

Apple

Nvidia's dominant position looks to have attracted interest from regulators. The U.S. Justice Department is set to investigate whether the chip maker has violated antitrust laws, according to a report.

Nvidia Stock Gains After Passing Apple. Now It's Chasing Microsoft.

The FTC is investigating Microsoft's deal with Inflection AI, the Wall Street Journal reported.  The probe examines if the deal was designed to dodge regulatory scrutiny and gain control.

Microsoft's 'acquihire' of Inflection AI's staff is being probed by US regulators, report says

Nvidia is trading at 64 times trailing earnings right now, which is why investors looking to buy an AI stock trading at a cheaper valuation would probably look elsewhere. Microsoft is an ideal alternative to Nvidia for those looking to capitalize on the AI revolution.

Missed Out on Nvidia? Buy Microsoft Instead

A major US antitrust investigation is brewing into the dominant role that Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA) and OpenAI are playing in the emerging artificial intelligence industry. The US Justice Department and the Federal Trade Commission have agreed to split responsibility for investigating this trio, the New York Times reports.

US regulators plan AI antitrust probe into Nvidia, Microsoft and OpenAI

The Federal Trade Commission is probing Microsoft's recent deal with artificial intelligence startup Inflection AI to examine if the tech giant deliberately structured it in a manner that would avoid an antitrust review, the Wall Street Journal reported, the latest in a series of regulatory efforts to scrutinize big tech's dominance over AI.

FTC Is Reportedly Probing Microsoft's Deal With Inflection AI

Microsoft is facing a pair of new antitrust probes from the Federal Trade Commission, according to reports Wednesday evening from The New York Times and Wall Street Journal.

Reports: Microsoft under new antitrust scrutiny over Inflection deal and AI dominance

New York Times

The U.S. Justice Department and the Federal Trade Commission have reached a deal that allows them to proceed with antitrust investigations into the dominant roles that Microsoft , OpenAI and Nvidia play in the artificial intelligence industry, the New York Times reported on Wednesday, citing people familiar with the matter.

US regulators to open antitrust inquiries of Microsoft, OpenAI and Nvidia, NYT reports

The Justice Department and the Federal Trade Commission agreed to divide responsibility for investigating three major players in the artificial intelligence industry.

U.S. Clears Way for Antitrust Inquiries of Nvidia, Microsoft and OpenAI

The top three companies in the S&P 500 dominate the index like no trio ever has.

The $3 Trillion Club—Microsoft, Apple, and Nvidia—Make Up 20% of the S&P 500

Microsoft (NASDAQ: MSFT ) stock is in a solid position that drives revenue from diverse streams. Its productivity apps target white-collar workers, and its Windows OS is widely used globally.

Microsoft Stock Outlook: 2 Key Reasons to Buy and Hold MSFT Forever

Alphabet has imbued AI into its products, which helped it grow Q1 revenue by 15% year over year. Microsoft invested billions of dollars into AI and is seeing double-digit, year-over-year growth in revenue and free cash flow.

Billionaires Are Buying These 3 Artificial Intelligence (AI) Stocks, but Should You?

A group of current and former employees from OpenAI and Google DeepMind have reportedly signed a public letter calling for protection from retaliation when sharing concerns about the “serious risks” associated with the artificial intelligence (AI) these companies are developing.

OpenAI, Google DeepMind Employees Look to Voice Concerns About AI

Hitachi Ltd

Microsoft has announced a multi-billion-dollar AI-focused partnership with Japan's Hitachi. The collaboration is designed to use generative artificial intelligence (AI) to fuel the growth of Hitachi's business software and services business Lumada, particularly in “social infrastructure” areas like energy and mobility, per a Monday (June 3) news release.

Microsoft and Hitachi Form Multibillion-Dollar AI Agreement

Mastercard

Texas Instruments

In the last year or so, I've noticed an interesting pattern involving JPMorgan Chase (NYSE: JPM ), the largest U.S. bank. Specifically, CEO Jamie Dimon sounds rather fearful about the U.S. economy in his widely followed speeches, but the bank buys huge amounts of the stocks of many companies.

JPMorgan's Top Picks: 3 Stocks to Add to Your Portfolio Today

AeroVironment

Artificial intelligence (AI) has been the buzzword for the stock market. Corporations that can capitalize on this new technology can generate meaningful long-term returns for investors.

The Intelligent Investor's Trifecta: 3 AI Stocks to Outsmart the Market

Microsoft (MSFT) and Japanese conglomerate Hitachi on Tuesday announced a multibillion-dollar partnership spanning three years focused on accelerating the adoption of generative artificial intelligence (GenAI).

Microsoft, Hitachi Form Multibillion-Dollar AI Partnership

Current and former staff at AI firms OpenAI, Anthropic and Google Deepmind have published an open letter describing their concerns about the rapid advancement of AI with a lack of oversight and the absence of whistleblower protection. In the letter, the AI professionals cited numerous risks from AI technologies including the further entrenchment of existing inequalities, manipulation and misinformation, and the loss of control of autonomous AI systems potentially resulting in human extinction.

OpenAI, Google Deepmind employees call for oversight, whisteblower protection to curb AI risks

Current and former workers sign letter warning of lack of safety oversight and calling for more protections for whistleblowers

OpenAI and Google DeepMind workers warn of AI industry risks in open letter

Wall Street is abuzz over new Microsoft (NASDAQ: MSFT ) layoffs. The tech giant plans to cut as many as 1,500 workers, primarily from its Azure for Operators and Mission Engineering teams and its Mixed Reality program, according to unnamed insiders.

Microsoft Layoffs 2024: What to Know About the Latest Cloud Job Cuts

Microsoft (MSFT) announces a multibillion-dollar collaboration with Hitachi to accelerate the adoption of generative artificial intelligence.

News for Microsoft Stock (MSFT)