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 Corp. President Brad Smith believes establishing a new federal agency to oversee the development of artificial intelligence is the “most sensible” course.

Microsoft president supports call for new agency to regulate AI

In Washington speech, Brad Smith calls for steps to ensure people know when a photo or video is generated by AI

Deepfakes are biggest AI concern, says Microsoft president

Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock?

Why Is Microsoft (MSFT) Up 6.3% Since Last Earnings Report?

ASML Hld

Taiwan Semiconductor Manufacturing

A sales decline at Nvidia yesterday did nothing to dampen investor optimism about artificial intelligence today. To the contrary, Nvidia's prediction of 64% sales growth in Q2 is exciting investors all across the sector.

Why Microsoft, ASML, and TSMC Stocks All Just Popped

Microsoft may bring back Sydney, the alias behind its once sassy AI chatbot, to Bing's search engine, The Verge reported. Kevin Scott, Microsoft's CTO, said Bing may include a feature where users can interact with Sydney.

Microsoft exec says the company may bring back its unhinged AI chatbot Sydney

The AI boom has legs to go. Microsoft is well-positioned to be an AI winner.

Microsoft Has A Headstart In The AI Boom

Among the suggestions is a version of the financial service sector's Know Your Customer rules adapted for AI.

Microsoft outlines its vision for keeping A.I. in check

Activision Blizzard

The EU anti-trust chief on Thursday defended the bloc's decision to approve Microsoft's $69-billion takeover bid for US video game giant Activision Blizzard despite the UK's block on it.

EU defends split with UK on Microsoft, Activision Blizzard bid

Its president, Brad Smith, said companies needed to “step up” and governments needed to “move faster” as artificial intelligence progressed.

Microsoft Calls for AI Rules to Minimize Risks

LONDON & AUSTIN, Texas--(BUSINESS WIRE)--1E, a Digital Employee Experience (DEX) platform leader, today announced the launch of 1E for Microsoft Intune. This new solution arms IT organizations with granular control and real-time actions for efficient targeting of deployments, maintenance of a standardized baseline, and continuous compliance monitoring. "Now more than ever, organizations need to maximize the value of their investments by fully leveraging their capabilities," said Mark Banfield,.

1E Announces Comprehensive Solution for Microsoft Intune

CrowdStrike

Fortinet

Palo Alto Networks

SentinelOne

Hackers are expected to use generative AI in phishing attacks or to create malware. Cybersecurity firms need big data to fight back.

Will Hackers Or Cybersecurity Firms Win Artificial Intelligence Battle?

Amazon

Alphabet

Windows Copilot is an AI-powered personal assistant that works across its latest operating system. Bill Gates believes that personal assistants will shape who wins and loses in the AI race.

Microsoft Announces New AI Virtual Assistant: Should Amazon and Alphabet Be Worried?

Chinese hacking teams have been blamed by Western intelligence agencies and cybersecurity groups for digital intrusion campaigns across the world, targeting everything from government and military organisations to corporations and media groups

Who are the Chinese groups accused of hacking Microsoft, the U.S. and others?

Apple

IBM is an AI pioneer that's been a favorite for income investors for a long time. Microsoft has increased its dividend for 13 consecutive years.

3 Top AI Stocks That Pay Dividends -- and 1 Yields Over 5%

NVIDIA

Nvidia and Microsoft are joining forces to offer enterprise businesses the opportunity to create AI models of their own. A by-product of that partnership is that eventually, consumers could run complex AI models on their PCs -- without having to access the internet.

Nvidia and Microsoft Partner on Generative AI Solutions for Enterprise and Consumers

BANGALORE, India , May 25, 2023 /PRNewswire/ -- Sonata Software, a leading Modernization Engineering company, announced that it is proud to be part of the global launch of Microsoft Fabric at Microsoft Build event in Seattle, United States. Microsoft Fabric is an end-to-end unified analytics platform bringing together all the data and analytics tools that organizations need.

Sonata Software is proud to partner with Microsoft for the launch of Microsoft Fabric

Tesla

Let's begin by understanding that most of the future $10 trillion companies are those that already have the highest valuations. Even the youngest among these companies have existed for 20 years.

7 Stocks That Could Be the First $10 Trillion-Dollar Company

MercadoLibre

Uber

The most recent regulatory disclosures of hedge funds show that they have increasingly concentrated their investments in technology stocks. Especially with many tech stocks rebounding from a brutal 2022.

7 Stocks That Hedge Funds Can't Get Enough Of

Microsoft warned on Wednesday that it has uncovered “stealthy and targeted malicious activity” by a state-sponsored actor in China aimed at disrupting “critical infrastructure organizations” in the United States.

Microsoft says critical U.S. infrastructure targeted by Chinese hackers

Microsoft (MSFT) integrates ChatGPT to its search engine Bing to create a AI Assistance feature for Windows 11.

Microsoft (MSFT) Launches AI Assistance by Integrating ChatGPT

CMA says it is defending cloud gaming market, but Microsoft says moves ‘discourages tech innovation and investment' in UK

Microsoft appeals against UK watchdog's veto of Activision Blizzard takeover

Jugalbandi is an AI-chatbot villagers in India can use to learn about government programs.  The chatbot can understand, transcribe, and translate text and voice queries in many Indian languages.

Microsoft launched a ChatGPT rival in India to help rural villagers in 'media-dark areas' access government services

The hype in artificial intelligence is real, but hasn't yet formed a bubble in stocks tied to the sector, according to DataTrek. The research firm said retail investors have yet to pile into AI stocks and fuel a bubble frenzy like they did during the pandemic.

The hype in AI stocks isn't a bubble yet, and little buy in from retail investors means there's room for more upside

Microsoft will on Wednesday lodge a formal appeal against British regulators' decision to block its $75bn takeover of Activision Blizzard, the Call of Duty maker.

Microsoft lodges appeal against block on $75bn Call of Duty deal

At Build, Microsoft showed off its efforts to extend its AI-powered app ecosystem and plugin framework. But this is no easy race to win.

News for Microsoft Stock (MSFT)