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

Activision Blizzard

After numerous delays in its attempts to acquire Activision Blizzard Inc. NASDAQ: ATVI, Microsoft Corp. NASDAQ: MSFT finally blinked, agreeing to sell cloud streaming rights for all current and new Activision Blizzard PC and console games released over the next 15 years to French game publisher Ubisoft. The rights will be in perpetuity, and apply to markets outside the European Economic Area.

Activision Shares Gap Higher After Microsoft Levels Up Deal Terms

For years, the software giant was all-powerful. Then it lost its touch.

How Microsoft lost its swagger—and why it's back

C3.ai

It looks like large tech giants will have very powerful advantages in the AI space. Some smaller players will deliver big wins, but investors have to be careful about valuations.

1 Artificial Intelligence (AI) Stock to Buy Now and Hold Forever, and 1 to Avoid Like the Plague

HAMAMATSU, Japan--(BUSINESS WIRE)--Yamaha today announces that its CS-500 Video Collaboration System is Certified for Microsoft Teams.

Yamaha's CS-500 Now Certified for Microsoft Teams, Adding to Yamaha's Portfolio of Certified Video Sound Collaboration Systems

Ubisoft Entertainment SA

If the deal closes, it'll turn Xbox maker Microsoft into one of the top three video game publishers.

Microsoft and Activision's $69B Deal: Streaming Rights Go to Ubisoft in Bid for Regulator Approval

Microsoft said Monday it is restructuring its purchase plan for "Call of Duty" game maker Activision Blizzard to satisfy regulators with the U.K. Competition and Markets Authority.

Microsoft revises Activision deal to get UK approval

In a bid to win approval from U.K. regulators, Microsoft (MSFT) restructured its proposed $69 billion acquisition of video game maker Activision Blizzard (ATVI) and agreed to transfer the cloud streaming rights for the Call of Duty maker to Ubisoft Entertainment.

Microsoft Restructures Activision Acquisition to Secure Approval From UK Regulator

Microsoft Corp (NASDAQ: MSFT) has revised its $69 billion agreement with Activision Blizzard Inc (NASDAQ: ATVI) in a bid to secure regulatory approval from the Competition and Markets Authority of the United Kingdom that blocked the original deal on Tuesday.

Microsoft revises Activision deal to win CMA approval

Microsoft is proposing selling cloud rights to Activision Blizzard games to Ubisoft. The restructured deal is intended to convince U.K. regulators to approve Microsoft's acquisition of Activision Blizzard.

Microsoft Takes a Second Crack at Bid for Activision, and Ubisoft Shareholders Are Happy to Hear It. Here's What Investors Should Know.

Giving up game streaming is a big concession, but the Xbox maker won't be shut out of the cloud.

Microsoft Now Playing the Very Long Game With Activision

Microsoft Corporation MSFT gapped up over 1% to start Tuesday's trading session after announcing a revision in its deal to buy Activision Blizzard, Inc after a prior proposal was rejected by U.K. regulators.

Microsoft Stock Jumps Higher, Negates Downtrend After Activision Deal Revision: A Technical Analysis - Microsoft (NASDAQ:MSFT)

Microsoft, which also agreed to relinquish exclusive cloud streaming rights to all current and future Activision games over the next 15 years.

How Microsoft is looking to ease UK antitrust worries over $75B Activision deal

Ubisoft Entertainment (OTC:UBSFF, EPA:UBI) stock rose more than 9% on Tuesday as the Paris-headquartered game developer agreed a side-deal as Microsoft seeks to break the regulatory deadlock in its acquisition of Call of Duty owner Activision. In the deal, Ubisoft is set to buy out the rights for cloud-based streaming of Call of Duty and other Activision Blizzard Games.

Ubisoft's side-deal for Activision streaming rights boosts stock price

French video game titan Ubisoft Entertainment (OTC:UBSFF, EPA:UBI) added more than 10% on the Paris stock market after the Assassins Creed and Far Cry developer made an unexpected appearance in Microsoft Corporation (NASDAQ:MSFT)'s revised bid to buy Activision Blizzard Inc (NASDAQ:ATVI). Under Microsoft's revised pitch, cloud rights for existing Activision titles across consoles and PCs will be palmed off to Ubisoft.

Ubisoft pops off on Microsoft-Activision cloud gaming deal

In order to address regulatory concerns in the UK, Microsoft has restructured the terms of its acquisition of $68.

Microsoft will sell Activision Blizzard cloud streaming rights to address UK regulator concerns

Apple

Amazon

Salesforce

Alphabet

NVIDIA

Aramark

Baidu

Campbell Soup

GXO Logistics

Hasbro

Intuit

Mastercard

SoFi Technologies

Upstart Holdings

Visa

Zoom Video

Here are some of the tickers on my radar for Tuesday, Aug. 22 taken directly from my reporter's notebook.

Here are the 18 stocks Jim Cramer is watching, including a big Goldman call on AI names

Under the restructured agreement, cloud rights to Activision Blizzard's games will be divested to Ubisoft prior to Microsoft's acquisition.

Ubisoft shares pop 9% on revised Microsoft-Activision deal

Arista Networks

Palantir Technologies

Navigating the vast ocean of investment opportunities, the quest for the best AI stocks is virtually on every astute investor's radar. As we ride this technological tsunami, it's clear that the AI renaissance has propelled a few companies to the stratosphere while others are revving up on the tarmac.

These Are the ONLY 7 AI Stocks to Consider in August 2023

Microsoft lashed out in April when the UK's competition regulator blocked the biggest gaming takeover in history.

Microsoft concession might be enough to secure biggest gaming deal

Adobe

Nvidia's chips are used to process advanced AI tasks. Microsoft is the top investor in OpenAI, the creator of ChatGPT.

Move Over FAANG: These Brilliant Artificial Intelligence (AI) Stocks Are Laying the Groundwork of the Future, And Could Soon Skyrocket as a Result

SAN JOSE, Calif.--(BUSINESS WIRE)--Forescout announces Microsoft Sentinel integrations for real-time visibility, threat management and incident response across the extended enterprise.

Forescout Joins MISA and Announces Integration with Microsoft Sentinel to Provide Automated Threat Management Across the Extended Enterprise

Microsoft has been trying to buy Activision Blizzard for $68.7 billion since 2022. But UK and US regulators are concerned that the deal could stifle competition in gaming.

Microsoft says it will sell Activision streaming rights to Ubisoft to unblock its takeover bid

Microsoft has made a major concession to UK authorities in a bid to remove the last remaining regulatory obstacle to its huge takeover of Activision Blizzard.

Microsoft gives ground on streaming in bid to remove UK block on Activision deal

British competition regulators opened a new investigation Tuesday into Microsoft's revamped bid to buy video game maker Activision Blizzard, representing the last major hurdle to closing one of the biggest deals in tech history.

Microsoft revamps deal for video game maker Activision Blizzard. The UK will investigate again

As part of the deal, Microsoft would sell the non-European streaming rights to Activision games to Ubisoft.

News for Microsoft Stock (MSFT)