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

Earnings data Q1 2023

Earnings data Q2 2023

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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

Panos Panay has been the person promoting Microsoft's Surface products to consumers and corporate workers. Surface has failed to gain market leadership.

Microsoft product chief Panos Panay is leaving the company

Chief Product Officer and long-time Surface evangelist Panos Panay is out at Microsoft, the executive has confirmed. The news arrives days before a New York City event set to debut new Surface hardware.

Chief Product Officer Panos Panay is out at Microsoft

Amazon

Shares of Amazon and Microsoft are up over 39% this year. Amazon has made a solid recovery in its e-commerce business.

2 Growth Stocks I'm Buying Till I'm Blue in the Face

Chief Technology Officer Kevin Scott spearheaded the tech titan's unlikely partnership with OpenAI.

The Executive Trying to Make Microsoft Smarter About AI

Apple

The VR market is projected to grow at a CAGR of over 40% through 2029. Apple unveiled its first headset this year, due to launch next year.

2 Stocks to Invest in Virtual Reality (VR)

Analysts at Jefferies are “increasingly bullish” on Microsoft Corporation (NASDAQ:MSFT)'s artificial intelligence (AI) potential after attending the tech giant's Envision event in New York. The analysts said they came away from the event incrementally positive on the ability of Microsoft Copilot, Microsoft's AI assist feature for Microsoft apps and services, to drive revenue uplift in the 2024 calendar year.

Microsoft has analysts 'increasingly bullish' on AI tool Copilot's revenue uplift potential

Microsoft has evolved over the decades since its inception in 1975. Despite its size, it could continue to grow in the years to come.

2 Important Things Smart Investors Know About Microsoft Stock

Alphabet

As artificial intelligence (AI) received renewed interest with the launch of two major AI tools, ChatGPT and Google Bard, both have shown their use cases in various aspects, including analyzing the portfolio of famous investor Michael Burry.

Google Bard vs. ChatGPT: Analyzing Michael Burry's portfolio

Oracle

Microsoft and Oracle have been rivals for more than 30 years. Now they're working together to help clients more quickly move to the cloud

Oracle founder Larry Ellison makes first-ever trip to Microsoft headquarters for cloud announcement

Days after Oracle missed Q1 2023 revenue expectations and gave a downbeat rest-of-year outlook, sending its share price to suffer the worst one-day performance in 21 years, the cloud provider announced a team-up with Microsoft to co-locate a portion of its infrastructure in the Azure cloud.

Oracle brings its database infrastructure to Microsoft Azure

Tech rivals Microsoft Corp. and Oracle Corp. on Thursday deepened a four-year-old cloud partnership, signaling more cooperation in the fast-evolving software and AI markets.

Rivals Microsoft, Oracle expand their cloud partnership

Microsoft CEO Satya Nadella and Oracle Chairman and CTO Larry Ellison made a rare joint appearance this afternoon to announce the next stage in their partnership, a new service that will let customers run Oracle's database services and cloud infrastructure in Microsoft's Azure data centers.

Larry Ellison makes first-ever visit to Redmond to announce Oracle databases in Microsoft cloud

JPMorgan Chase & Co

Procter & Gamble

Visa

Exxon Mobil

Some investors don't want to deal with the drama of the stock market but still want respectable returns. While you can achieve the highest returns with high-flying growth stocks, some investors prefer to insulate themselves from high-risk investments.

The 7 Most Undervalued Blue-Chip Stocks to Buy in September 2023

Tesla

“Buying the dip” is one of the most common strategies discussed in the stock market. This is prevalent with momentum stocks and high performers.

Buying on the Dip: 3 Stocks to Snag Now for Supercharged Gains

ATLANTA--(BUSINESS WIRE)--CoreView, the #1 Microsoft 365 management platform, today announced the general availability of CoreSuite Hybrid Connector, the first solution that allows Microsoft 365 administrators to use a single web-based interface to manage multiple directories (Azure Active Directory/Entra ID, Active Directory with single or many forests/domains, including Hybrid Exchange deployments). The CoreSuite Hybrid Connector enables a simplified and secure layer for all objects (e.g., ac.

CoreView Helps IT Teams Straddle Hybrid Microsoft 365 Environments ​by Streamlining Administration and Governance

Amazon and Microsoft's stocks have soared thanks to growing prospects in AI. Amazon is home to the world's biggest cloud platform, with an expanding library of AI services.

Better Buy: Amazon Stock vs. Microsoft Stock

Arista Networks

ServiceNow

Data is currency. Businesses use data to discover inefficiencies, tap into new opportunities and increase profit margins.

The 3 Most Undervalued Cloud Computing Stocks to Buy in September 2023

Apple has yet to reveal a unified generative AI strategy. This has led one analyst to conclude that Apple could cede its market cap crown to several of its big tech rivals.

1 Analyst Says 3 Artificial Intelligence (AI) Growth Stocks Will Join the $3 Trillion Club and Could Leave Apple in the Dust Over the Coming Decade. Is She Right?

Activision Blizzard

Both consumers and workers benefit when a merger means that the firm behaves more competitively by making profits with more and better product.

The Microsoft/ Activision Merger Could Likely Expand Employment, Raise Wages, And Improve The Supercharged Industry

Apple and Microsoft shares have rallied strongly so far in 2023 -- up nearly 50% since Jan. 1. However, Apple shares dipped last week over concerns about future iPhone sales in China.

Better Growth Stock: Apple vs. Microsoft

WALTHAM, Mass.--(BUSINESS WIRE)--Netcracker and Microsoft collaborate on providing a high-quality generative AI solution to the telecom industry.

Netcracker Expands Collaboration with Microsoft to Deliver High-Value Generative AI Solutions to Telecom Operators

Intuit

Lam Research

NVIDIA

Taiwan Semiconductor Manufacturing

Before his death in August 2022, legendary investor Julian Robertson was not just known for his leadership of Tiger Management (Trades, Portfolio), but also for taking a group of protégés under his wing. These student investors, many of whom later opened their own practices, are commonly referred to as “tiger cubs.

5 Tech Stocks These Tiger Cubs See Value In

Electronic Arts

Take-Two Interactive Software

The ever-evolving video game industry continues to thrive and remains the fastest growing area of the entertainment industry. World Economic Forum claims that the video game industry is “booming” and cites a report forecasting that worldwide sales will reach $321 billion by 2026.

The 3 Most Undervalued Gaming Stocks to Buy in September 2023

Microsoft (MSFT) is launching the first credit card aimed at helping Xbox gamers earn rewards that they can use toward games and other downloads at Xbox.com.

Hard-Core Gamers Rejoice: The New Xbox Mastercard Is Arriving

Dell Technologies

Last week, Apple (NASDAQ: AAPL ) encountered a notable disturbance following reports of a ban imposed on Chinese government officials using iPhones. China's Apple iPhone ban has sent shockwaves across the financial realm, leading to a consecutive two-day decline in Apple's stock value.

News for Microsoft Stock (MSFT)