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 Q3 2022

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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 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

While 2023 has featured the return of the flight to safety trade, where Treasuries have been able to counteract some of the risks of equities, the markets have also demonstrated a few relatively unusual behaviors. The first quarter could be marked by three separate market phases.

Are Big Tech Stocks the Next Safe Haven Investment?

Amazon

Alphabet

NVIDIA

Layoffs at a number of big tech corporations, including MSFT, GOOGL, AMZN and META, affecting responsible AI personnel have raised concerns around long-term safety.

Will Layoffs by Big Tech Players Hurt Ethical AI Development?

Buffett isn't staying away from Microsoft because he doesn't appreciate its potential and doesn't like tech stocks. The most likely reason why he isn't buying Microsoft is that he can't comfortably assess its valuation relative to its future earnings.

Why Isn't Warren Buffett Buying Microsoft Stock Hand Over Fist?

Netflix

Advertising, password sharing, and gaming could all be tailwinds for Netflix. Microsoft seems ready to introduce another new AI product.

3 Top U.S. Stocks to Watch in April

Aehr Test Systems

BlackBerry

Tech stocks helped power the market higher on Wednesday and going into Friday will mark a couple of events. First, it will mark the end of March.

Friday Predictions: 3 Hot Stocks for Tomorrow

Alphabet Inc.'s GOOGL, -0.76% GOOG, -0.78% Google Cloud on Thursday accused rival Microsoft Corp. MSFT, +0.51% of anticompetitive cloud-computing practices. The first public comments from Google Cloud Vice President Amit Zavery to Reuters underscore Google's concerns shared with antitrust agencies and a request for European Union antitrust regulators to take a closer look.

Google accuses Microsoft of anticompetitive cloud business practices

Tech has outperformed by a large margin during the first three months of the year and there may be better opportunities elsewhere.

The Nasdaq-100 Entered a Bull Market. Why It's Time to Sell Apple and Microsoft.

Bill.com

GitLab

Oracle

First Trust Cloud Computing ETF

Snowflake

WisdomTree Cloud Computing Fund

Cloud will see belt-tightening in 2023, and investors will have to gamble on the timing for when this turns around. Cloud is insulated from trade wars and overseas manufacturing issues. It reduces costs for enterprises, which is ideal for a recession.

Slowdown In Cloud Stocks On Thin Ice Following Q1 Guides

The Center for AI and Digital Policy accuses OpenAI of violating a part of the FTC Act that prohibits unfair and deceptive business practices.

OpenAI faces complaint to FTC that seeks investigation and suspension of ChatGPT releases

C3.ai

Buzzfeed

The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.

The ‘explosive' AI trend is here to stay. These stocks are poised to benefit.

The tech ethics group Center for Artificial Intelligence and Digital Policy is asking the U.S. Federal Trade Commission to stop OpenAI from issuing new commercial releases of GPT-4, which has wowed some users and caused distress for others with its quick and human-like responses to queries.

U.S. advocacy group asks FTC to stop new OpenAI GPT releases

With tech stocks in rally mode, the battle of safe havens is heating up once again. In today's note, I provide an update on recent market action and risk/reward dynamics for treasury bonds, Apple and Microsoft.

Apple Vs. Microsoft Vs. Treasury Bonds: The Flight To Safety - Trade Or Fade?

Alphabet's Google Cloud has accused Microsoft of anti-competitive cloud computing practices and criticised imminent deals with European cloud vendors, saying these do not solve broader concerns about its licensing terms.

Exclusive: Google says Microsoft's cloud practices anti-competitive, slams deals with rivals

Adobe

Datadog

RingCentral

Zscaler

Thanks to the proliferation of cloud computing stocks and their underlying technologies, it's easy to take the segment for granted. However, these enterprises undergird the digital transformation – that is, the integration of computer tech across all facets of society.

7 Cloud Computing Stocks to Buy for Digital Transformation

Microsoft is “exploring” putting ads in the responses given by Bing Chat, its new search agent powered by OpenAI's GPT-4. While these sponsored responses are clearly labeled as such, it does make one question how far we've really come from the old model of ads on search engines.

That was fast! Microsoft slips ads into AI-powered Bing Chat

Johnson & Johnson

Best Blue Chip Stocks To Invest In Right Now? 3 To Know

AI is at an inflection point, creating new possibilities for innovation and automation in numerous industries. With the ability to analyze massive amounts of data, recognize patterns, and learn from experience, it has the potential to revolutionize the way we work and live.

The 3 Best Tech Stocks to Buy for Exposure to Artificial Intelligence

PANW and MSFT are among 19 stocks to watch on this screen of highly rated companies setting up potential new breakout moves. The post Microsoft Among 19 Stocks To Watch That Are Launching New Moves appeared first on Investor's Business Daily.

Microsoft Among 19 Stocks To Watch That Are Launching New Moves

Microsoft patched a dangerous security issue in Bing last month days before it launched a new artificial intelligence-powered version of the search engine.

Microsoft Patched Bing Vulnerability That Allowed Snooping on Email

Microsoft stock rose Wednesday after the software giant added artificial intelligence technology to its cybersecurity offerings. The post Microsoft Stock Returns To Buy Zone After Software Giant Adds AI To Cybersecurity appeared first on Investor's Business Daily.

Microsoft Stock Returns To Buy Zone After Software Giant Adds AI To Cybersecurity

Microsoft (MSFT) announces the release of Microsoft Security Copilot, a generative AI solution based on GPT-4 and its proprietary security models.

Microsoft (MSFT) Introduces ChatGPT-4-Powered Security Copilot

Activision Blizzard

Microsoft has proposed buying Activision Blizzard for $75 billion. The deal is under regulatory review in the U.S. and abroad.

Is Activision Blizzard Stock a Buy Even Without the Microsoft Deal?

Amid the rise of generative artificial intelligence, investors focus on a Google-Microsoft rivalry while Apple and Amazon appear to lag. The post How Microsoft And Google Beat Apple And Amazon To The Top In Generative AI appeared first on Investor's Business Daily.

How Microsoft And Google Beat Apple And Amazon To The Top In Generative AI

Illumina

Twist Bioscience Corp

Western Digital

SAN DIEGO--(BUSINESS WIRE)--The DNA Data Storage Alliance, a SNIA Technology Affiliate, formed in 2020 by Illumina, Inc. (NASDAQ: ILMN), Microsoft (Nasdaq: MSFT), Twist Bioscience Corporation (NASDAQ: TWST) and Western Digital (NASDAQ: WDC) to create and promote an interoperable storage ecosystem based on DNA as a data storage medium, today announced the appointments of CATALOG Technologies and Quantum Corporation to the governing board of the Alliance.

DNA Data Storage Alliance Announces Board Appointments

Microsoft is continuing its artificial intelligence efforts with the debut of its Security Copilot chatbot. Announced Tuesday (March 28) on the company blog, the chatbot is designed to give businesses a “much-needed tool to quickly detect and respond to threats and better understand the threat landscape overall.

News for Microsoft Stock (MSFT)