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

Apple

Amazon

Alphabet

NVIDIA

Tesla

Hedge funds went all-in on the “Magnificent Seven” this year, defying warnings from Wall Street analysts.

Hedge fund crowding hit a new record in 2023 as traders piled into bullish bets on the ‘Magnificent Seven'

Microsoft (MSFT) could produce exceptional returns because of its solid growth attributes.

Is Microsoft (MSFT) a Solid Growth Stock? 3 Reasons to Think "Yes"

Advanced Micro Devices

Global X Cloud Computing ETF

Proshares Big Data Refiners ETF

First Trust Nasdaq Semiconductor ETF

Intel

iShares U.S. Aerospace & Defense ETF

Vanguard Information Technology ETF

The S&P 500 and the Nasdaq hit highest level since August. The Nasdaq 100 hits its highest in about two years after November spike.

Missed the Rally? Buy 5 Top-Ranked ETFs

Sam Altman is reportedly in talks with OpenAI's board on a possible reunion, as OpenAI staff threaten to leave unless he returns.

Could Altman Return? Ousted OpenAI Founder Reportedly In Reunion Talks—Despite Microsoft Deal

Some of OpenAI's major investors are also said to be part of the negotiations and advocating for Altman's return as CEO.

OpenAI in talks with Sam Altman about his possible return as CEO: report

A management crisis at artificial-intelligence firm OpenAI could ensnare Microsoft despite the latter's efforts to contain the issues.

OpenAI Chaos Could Hurt Microsoft, Analysts Warn

New OpenAI CEO Emmett Shear has threatened to resign if the board can't communicate to him why it parted ways with Sam Altman — while negotiations are allegedly unfolding to bring the ousted CEO back into the fold, according to reporting to Bloomberg.  Altman is in discussions with OpenAI board member Adam D'Angelo over a potential return to the ChatGPT developer, Bloomberg reported citing people with knowledge of the matter.

OpenAI's new CEO Emmett Shear threatening to resign? Sam Altman potentially in talks to return?

Microsoft (MSFT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

What Makes Microsoft (MSFT) a New Buy Stock

It was a fast roller coaster ride for Microsoft Corp. NASDAQ: MSFT in a story still developing: OpenAI fired CEO Sam Altman on November 17. However, by November 20, he had a new gig running an AI unit at Microsoft.

Microsoft's dynamic move: Shares surge as new AI unit established

Satya Nadella reveals Microsoft, OpenAI's biggest investor, was not consulted about Sam Altman's dismissal as fallout continues

Microsoft chief says ‘no OpenAI' without tech giant's involvement

Microsoft Corp CEO Satya Nadella's "poker move for the ages" will see the tech giant absorb former OpenAI CEO Sam Altman, Brockman, and the entire OpenAI for its initial $10 billion investment, Wedbush analysts stated in a note to clients.   "The circus and clown show with the OpenAI board continues to play out as now nearly all of the 700+ OpenAI employees have signed a letter saying they will resign if the four person board does not resign," the analysts wrote.

Microsoft a big winner in 'openAI circus': analysts

Microsoft CTO Kevin Scott offered to match the compensation of OpenAI employees considering a departure from the company.

Microsoft exec says OpenAI employees can join with same compensation

First Trust Exchange-Traded Fund VI First Trust Nasdaq BuyWrite Income ETF

Fidelity NASDAQ Composite Index

First Trust NASDAQ-100 Equal Weighted Index Fund

Invesco QQQ

Invesco Nasdaq 100 ETF

The Nasdaq-100 Index has been enjoying a huge rally from the start of November and has now hit levels not seen in nearly two years. Investors looking to ride the Nasdaq bulls could consider ETFs.

5 ETF Picks for Booming Nasdaq-100 Surge

The startup was built to ensure that AI development was responsible, but it seems that as soon as the board attempted to live up to that mission, the big money jumped in to take control

The OpenAI debacle shows Silicon Valley will never police itself

OpenAI is reportedly in “intense talks” with staff in a bid to ease tensions after the untimely sacking of chief executive Sam Altman last Friday. Given Altman's booting was met with outrage from staff, many of whom threatened to quit unless he was reappointed, the talks are said to be looking to calm nerves at the ChatGPT maker.

OpenAI in ‘intense discussion' to appease workers after Altman sacking

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Microsoft (MSFT) Is Considered a Good Investment by Brokers: Is That True?

Sam Altman is “working hard to go back to OpenAI”, says Nilay Patel – Chief Editor of The Verge.

Could Sam Altman return to OpenAI?

Microsoft Corp MSFT took a strategic leap forward to dominate the AI sector by acquiring ousted OpenAI CEO, Sam Altman.

Unpacking The Impact Of OpenAI's Bold Move To Oust CEO - What It Means For Investors - Microsoft (NASDAQ:MSFT)

Following a highly profitable year, during which Microsoft Corp's (NASDAQ: MSFT) stock experienced a remarkable surge, exceeding a 50% increase and reaching a new all-time high at $377, which can be attributed to a set of factors among which the most notable is artificial intelligence (AI) expansion, which was recognized and successfully utilized by Satya Nadella, CEO of Microsoft.

Here's how much Microsoft stock gained under current CEO

Global X Robotics & Artificial Intelligence ETF

GraniteShares 2x Long NVDA Daily ETF

VanEck Vectors Semiconductor ETF

Pacer Data And Digital Revolution ETF

AXS Esoterica NEXTG Economy ETF

Nvidia (NVDA) is preparing to report its third-quarter earnings on Nov 21 after the market closes. Before that, the stock hit an all-time high, reflecting high expectations around its earnings.

Nvidia's All-Time High Before Earnings: ETFs in Focus

Kenvue

Hedge funds are managed by professional fund managers and consist of pooled investment funds from various investors. Hedge funds must file a 13-F with the SEC, which shows their buys and sells for the quarter. Here are the top 5 most purchased individual stocks by hedge funds during the most recent quarter.

Top 5 Stocks The Smart Money Is Buying

OpenAI's implosion affects Microsoft Corporation and Google's competitive positions in a number of key markets. Search, AI-based services, and cloud are all likely to be impacted. I examine the likely short and long-term consequences of the OpenAI saga for Microsoft and Google. In the short term, Google's competitive position is most likely improved while Microsoft's is worsened.

Microsoft Vs. Google: How The OpenAI Saga Affects Their Competitive Positions

The next few hours will be crucial for OpenAI. Discussions over the future of OpenAI will resume Tuesday morning.

OpenAI is in a deadlock. The coming hours will determine its fate.

Fidelity MSCI Information Technology Index ETF

iShares Global Tech ETF

iShares U.S. Technology ETF

Technology Select Sector SPDR Fund

Microsoft (MSFT) hit an all-time high on Nov 20 as it secures OpenAI co-founders Sam Altman and Greg Brockman to lead its new in-house advanced AI research team.

Is Microsoft One of the Best Among Magnificent Seven? ETFs in Focus

OpenAI execs are reportedly having “intense discussions” on how to prevent a staff exodus following the surprise ouster of CEO Sam Altman — who has since accepted a gig at Microsoft.

News for Microsoft Stock (MSFT)