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

Advanced Micro Devices

Alphabet

NVIDIA

UiPath

SoundHound AI Inc

Adobe

The AI stocks landscape has undergone a seismic shift, emerging as one of the most critical sectors for growth in 2023. After a challenging 2022, a broad spectrum of tech stocks experienced a rejuvenating uplift amidst the integration of artificial intelligence ( AI ).

AI Assimilation: 7 Stocks Leading in Artificial Intelligence Adoption

Abbott Labs

Amazon

Donaldson

Danaher

Disney

Goldman Sachs

Johnson & Johnson

PepsiCo

Valmont Industries

This year's list is a bit more defensive than in years past and has a focus on earnings growth.

Investor Michael Farr is back with his top 10 stocks he's buying for 2024, and the tilt is defensive

HCA Healthcare

T-Mobile US

It's been a record year for companies hit by data breaches.  According to a November article from Nasdaq.com contributor Chris Morris, U.S. companies had reported 2,116 data breaches as of the end of September, 14% higher than the previous record of 1,862 in 2021.

3 Stocks Set for Success After Surviving Data Breaches in 2023

Microsoft Corporation (NASDAQ:MSFT) stock was upgraded, with stockbroker Wedbush raising its price target to $450 per share from $425, driven by an increasingly bullish view on the software and cloud computing firm's ability to monetize AI. “We believe the stock still has yet to price in what we view as the next wave of cloud and AI growth coming to the Redmond story with FY24 with a strong competitive cloud edge vs.

Microsoft target upgraded, analyst says AI will be its ‘iPhone moment'

Mastercard

Fidelity NASDAQ Composite Index

Invesco S&P 500 Equal Weight ETF

December has seen continued momentum in the equity market due to anticipation of rate cuts in the coming year. The Dow Jones Industrial Average and Invesco S&P 500 Equal Weight ETF have shown strong results, reflecting broader participation is finally happening. Expensive growth stocks like Microsoft and Mastercard may still be worthwhile investments for long-term investors that also provide significant dividend growth.

2 Dividend Growth Names For The Long-Term Investor

Microsoft (MSFT) and OpenAI face a copyright infringement lawsuit by The New York Times over the unauthorized use of published work to train artificial intelligence technologies.

Microsoft (MSFT), OpenAI Face Charges From The New York Times

Apple

Salesforce

Intel

The Dogs of the Dow is a popular strategy getting much attention now that the year-end is here. The theory assumes that this year's losers will be next year's winners, which is often true.

If you buy the dogs, should you sell these Dow leaders?

It has been a triumphant 12 months for the technology sector, with Microsoft (NASDAQ: MSFT) once again being at the center of attention.

Analyst raises Microsoft stock price target to $450 amid ‘iPhone moment'

Early customer response to Microsoft's AI-powered Copilot services has been very positive, a Wall Street analyst says.

Microsoft's AI-Powered Copilots Called 'Game Changing'

New York Times

Sociedad Quimica Y Minera De Chile

When you read a book, newspaper story or magazine article and then discuss the work with someone else, have you violated copyright law?

NYTimes Sues Microsoft and OpenAI; SQM and Codelco Strike Lithium Deal

Microsoft has had a stellar run this year as excitement builds around its implementation of artificial intelligence. The technology giant can keep that going in 2024 and has a crucial advantage over its competitors according to Wall Street analysts.

Microsoft Gets a Price-Target Boost. Why It Has the AI Edge on Amazon and Google.

Wedbush analyst Dan Ives on Thursday raised Microsoft Corp.'s price target on a bullish view for its Copilot chat bot and other artificial intelligence products.

Artificial intelligence may be ‘iPhone moment' for Microsoft in price target hike, analysts says

Uber

Upstart Holdings

As we near the year's end, the technology sector is concluding on an impressive note, having recently reached new all-time highs. The tech sector has taken the lead throughout the year, outpacing the broader market significantly.

3 tech stocks on the verge of major breakouts

Lawsuit says companies gave NYT content ‘particular emphasis' and ‘seek to free-ride' on paper's investment in its journalism

New York Times sues OpenAI and Microsoft for copyright infringement

The New York Times has become the first major news organisation to sue the makers of the groundbreaking generative artificial intelligence (AI) chatbot, ChatGPT.

First major news organisation sues ChatGPT maker and Microsoft over copyright infringement

The New York Times sued ChatGPT-maker OpenAI and Microsoft in a US court on Wednesday, alleging that the companies' powerful AI models used millions of articles for training without permission.

New York Times sues OpenAI, Microsoft in copyright clash

Tesla

Corporate-bond investors have been taking profits for five out of the seven so-called Magnificent Seven components of the S&P 500 SPX, according to pricing data.

Spreads tighten on ‘Magnificent Seven' corporate bonds as investors take profits

The New York Times is suing OpenAI and its close collaborator (and investor), Microsoft, for allegedly violating copyright law by training generative AI models on Times' content.

The New York Times wants OpenAI and Microsoft to pay for training data

The New York Times filed a lawsuit against OpenAI and Microsoft Wednesday over claims of “unlawful use” of “millions” of copyrighted articles to train generative artificial intelligence models alleging “billions of dollars” in damages.

New York Times Sues OpenAI And Microsoft: ‘Billions' Owed For AI Copyright Infringement, Case Claims

Palo Alto Networks

2023 was a busy year for the analysts; their activity has helped to lift the S&P 500 NYSEARCA: SPY 25% for the year and may help drive it to new highs in 2025. The most upgraded stocks for the year are all up at least 50%, with most up at least 100%, and they may also continue higher.

The most upgraded stocks from 2023: buy, sell or hold?

The New York Times filed a lawsuit against Microsoft and OpenAI, alleging copyright infringement. The newspaper claimed the tech companies used its content without permission to develop their artificial intelligence products, The Wall Street Journal (WSJ) reported Wednesday (Dec. 27).

New York Times Sues Microsoft and OpenAI Over Use of Content

The New York Times has filed a lawsuit against OpenAI and Microsoft Corporation (NASDAQ:MSFT), alleging copyright infringement related to the unauthorized use of millions of NYT articles to train AI models, including ChatGPT. The lawsuit contends that the companies' artificial intelligence technology, developed using the Times' content, now competes directly with the newspaper's services.

The New York Times sues OpenAI and Microsoft, alleging copyright infringement

NEW YORK, Dec 27 (Reuters) - The New York Times (NYT.N) sued OpenAI and Microsoft (MSFT.O) on Wednesday, accusing them of using millions of the newspaper's articles without permission to help train artificial intelligence technologies.

NY Times sues OpenAI, Microsoft for infringing copyrighted works

In what may be a landmark case, The New York Times has sued Open AI and Microsoft for copyright infringement, saying the publication's content is being lifted by the platform to feed automated chatbots, constituting “unlawful copying and use of The Times's uniquely valuable works.”

The New York Times Sues Open AI, Backer Microsoft For Copyright Infringement; Says Platform Wants To “Free-Ride” Expensive Journalism For “Substitute Products”

The New York Times alleges that Microsoft's Copilot and OpenAI's ChatGPT have unlawfully used the newspaper's work to create artificial-intelligence products that compete with the Times.

News for Microsoft Stock (MSFT)