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

Microsoft's AI initiatives, including the availability of OpenAI's GPT-4 in Azure, OpenAI Service and the introduction of Azure AI Studio can potentially drive significant growth and expand valuation multiples. The integration of NVIDIA's AI Enterprise software into Azure Machine Learning provides customers with a wide range of AI frameworks and tools, strengthening Microsoft's position in the market. Microsoft's strong profitability and free cash flow profile, along with its AI advancements, position the company to maintain its leadership and capitalize on future AI opportunities.

Microsoft: Generative AI Unlocking Growth Potential

Arista Networks

Marvell Technology

NVIDIA

Palantir Technologies

Are you in the AI mania? Tracey Ryniec and Andrew Rocco look at what all the fuss is about.

AI Stock Euphoria: Should You Buy, Hold or Sell?

Microsoft Corporation (NASDAQ:MSFT ) Jefferies Software Conference 2023 May 31, 2023 12:00 PM ET Company Participants Jared Spataro - CVP, Modern Work & Business Applications Conference Call Participants Brent Thill - Jefferies Brent Thill Thanks for joining. My name is Brent Thill with the research group at Jefferies.

Microsoft Corporation (MSFT) Jefferies Software Conference 2023 (Transcript)

Activision Blizzard

Microsoft Corp. MSFT and Activision Blizzard Inc. ATVI towards the end of July will get to appeal the decision by U.K. antitrust regulators to block the tech giant's $69 billion acquisition of the videogame publisher. Microsoft confirmed to MarketWatch earlier reports that the U.K.'s Competition and Markets Authority has tentatively scheduled appeal hearings during the weeks of July 24 and July 31.

Microsoft gets to appeal U.K. rejection of Activision deal at end of July

AI hallucinations occur when models like OpenAI's ChatGPT or Google's Bard fabricate information entirely.

OpenAI is pursuing a new way to fight AI 'hallucinations'

XIAMEN, China , May 31, 2023 /PRNewswire/ -- Yealink, a leading provider of collaboration and communication solutions, has announced the migration of its Yealink Management Cloud Service (YMCS) to Microsoft Azure, a premier cloud computing platform known for its unparalleled capabilities. The move to Azure is a major milestone for YMCS.

Yealink YMCS Migrates to Microsoft Azure - Build Secure System on a Trusted Platform

The first half of the year has been bright for Microsoft—and Wall Street is paying close attention.

Microsoft Gets Two New Price Targets. What's Behind the Move.

NEW YORK--(BUSINESS WIRE)-- #GrowWithUs--Hispanic-owned fixed income specialist Ramirez Asset Management adds Microsoft Corporation as client, expands intern program as result of mandate.

Ramirez Asset Management Increases Support of the Next Generation With Allocation From Microsoft

Cloud gaming could prove to be a major growth driver for Microsoft. Azure is growing faster than AWS.

3 Reasons to Buy Microsoft Stock Before It Skyrockets

NEW YORK--(BUSINESS WIRE)-- #M365--The commonly held belief that remote and hybrid work has caused employees to be overwhelmed with too many online meetings, resulting in burnout and lower performance, is a myth, according to a world-first report analyzing Microsoft 365 & Microsoft Teams usage. Only 1% of employees have “meeting overload”, with five or more Microsoft Teams meetings each day, and less than 17% of people using M365 have more than two meetings a day on Microsoft Teams. These are the f.

Myth Busted: Remote and Hybrid Work Does NOT Lead to Online Meeting Overload – SWOOP Analytics' M365 & Microsoft Teams Report

Salesforce

The Most Upgraded Stocks From The Q1 Earnings Season

Alphabet

Investors interested in the tech-heavy Nasdaq index should stick with the titans. It has become clear in 2023 that a few tech names that boomed in the pandemic have now taken the reins on the next great opportunity – artificial intelligence (AI).

3 Nasdaq Stocks to Buy and Hold for the Long Haul

SANTA CLARA, Calif.--(BUSINESS WIRE)--Alcion, a modern data management startup, today announced $8M in seed funding from prominent angel investors, and the public preview of its AI-driven Backup-as-a-Service (BaaS) platform. Developed with a product-led and community-driven focus, Alcion provides Microsoft 365 admins with an easy-to-use, intelligent, and secure SaaS platform to protect against ransomware, malware, corruption, and accidental data loss. Alcion was founded by Niraj Tolia and Vaibh.

Alcion Emerges from Stealth with AI-Driven Backup-as-a-Service Platform for Microsoft 365

Amazon

ServiceNow

Oracle

Artificial intelligence has become 2023's hottest investment trend. Investors are scanning the landscape for innovative companies, many of which are small and unprofitable.

Nvidia and these 6 tech giants will gobble up the AI pie

India, home to more than 1.4 billion people, is an incredibly ripe market for digital and AI-based innovation.

Microsoft Has Launched “Jugalbandi”—A New Generative AI App for India

Apple

Share repurchase programs are an effective way for companies to return money to shareholders. As a result, they're extremely popular with large investors like Warren Buffett.

Apple, Alphabet, Meta, and Microsoft Have All Done Major Share Buybacks This Year -- Should You Join Them?

Blackrock Inc

Canadian Natural Resources

Goldman Sachs

JPMorgan Chase & Co

Mastercard

Nasdaq

Charles Schwab

Union Pacific

I will introduce you to 10 dividend growth companies that I believe could be excellent choices for dividend growth investors right now. The 10 selected picks have shown an Average Dividend Growth Rate [CAGR] of 15.48% over the past 5 years. Furthermore, the companies provide investors with an Average Dividend Yield [FWD] of 2.17%.

My Top 10 Dividend Growth Stocks To Invest In For June 2023

Broadcom

A company displaying free cash flow strength has freedom for growth opportunities, can consistently shell out dividends, and wipe out debt easily.

These 3 Companies Generate Substantial Cash

ASML Hld

Applied Materials

Find top tech stocks to watch like MSFT, ORCL, ADBE, ASML, AVGO and more with this screen highlighting top-ranked industry groups.

Tech Roars Back As MSFT, ASML, AMAT, ORCL Lead Industry Charge

C3.ai

Advanced Micro Devices

Cadence Design Systems

Synopsys

Taiwan Semiconductor Manufacturing

The rise of ChatGPT has sparked a frenzy for artificial intelligence stocks in 2023. A "jaw-dropping" earnings report from Nvidia was the latest catalyst to send AI stocks soaring.

These are the 10 best performing AI stocks so far this year

Microsoft Corporation MSFT gapped up to start Tuesday's trading session, where the stock ran into a group of sellers who knocked it down slightly under Friday's closing price.

Microsoft Breaks Higher But Runs Into Resistance: Why The Stock Is In Need Of Consolidation - Microsoft (NASDAQ:MSFT)

Adobe

Generative AI could automate 300 million full-time jobs.

Generative AI $7 Trillion Ecosystem: Invest In Nvidia, Microsoft, Adobe And More

Home Depot

Studies show that investors who buy and hold stocks tend to outperform those who try to time the market, with missing the best days in the market significantly reducing returns. Microsoft and Home Depot are two dividend stocks to consider for long-term investment due to their growth potential and history of returning money to shareholders. While Microsoft's valuation is currently high, Home Depot's shares are more attractively priced, making it an intriguing option for long-term investors.

2 Dividend Stocks To Buy And Hold For The Next Decade

Microsoft's (MSFT) $75 billion deal to acquire Activision Blizzard depends largely on the success and popularity of the Call of Duty franchise.

Microsoft's (MSFT) $75B Activision Bid Depends on Call of Duty

Accenture Plc

Baker Hughes Co

Artificial intelligence is transforming industries, from defense and utilities to health care and retail. Will C3.ai lead the multibillion-dollar change?

News for Microsoft Stock (MSFT)