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

Adobe

Salesforce

iShares North American Tech-Software ETF

Oracle

Sumo Logic

Look for private equity firms to keep on targeting software companies in 2023, though rising interest rates could get in the way of some deals for software stocks. The post Why Software Stocks Are Looking Tasty To Private Equity Firms appeared first on Investor's Business Daily.

Why Software Stocks Are Looking Tasty To Private Equity Firms

Apple

AGNC Investment

AMC Entertainment

Advanced Micro Devices

Amazon

Alphabet

Meta Materials

NVIDIA

Tesla

Millennials are in the driver's seat when it comes to trading. And they're betting big on a handful of favorite S&P 500 stocks.

Millennials Are Trading Like Crazy — Here's What They're Buying

And what Meta's new paid verification program means for the future of social media.

Microsoft Reined in Bing and Reddit's Chief Executive Steve Huffman Defends Section 230

Prologis

Charles Schwab

With so many vagaries clouding the present market environment, one possible avenue for success is to align your portfolio with your favorite hedge fund stocks. Simultaneously celebrated and vilified, this special brand of institutional investor might give you an edge.

7 Stocks That Hedge Funds Are Flooding Into. Should You?

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

Microsoft (MSFT) Up 4.5% Since Last Earnings Report: Can It Continue?

C3.ai

Upstart Holdings

The search for AI stocks is on. Indeed, artificial intelligence is no longer just a buzzword.

3 High-Growth AI Stocks to Back the Truck Up On Right Now

Activision Blizzard

Representatives from Microsoft made their best case to European regulators Wednesday that its proposed US$69bn takeover of Activision Blizzard would increase competition rather than tilt the scales toward its flagship Xbox consoles.  To do that, Microsoft vice chair Brad Smith pointed repeatedly to the fact that Xbox was bringing Call of Duty, the widely popular Activision franchise, to millions more players than previously had access.

Microsoft works to convince regulators its US$69bn Activision takeover would bring Call of Duty to more players, citing new Nvidia deal

Microsoft wants to cut up to 120 jobs in Germany, business news outlet WirtschaftsWoche reported on Thursday, citing sources, as part of the tech company's global job cuts.

Microsoft wants to cut up to 120 jobs in Germany - WiWo

The Oracle of Omaha is more heavily invested in artificial intelligence companies than you might expect.

Warren Buffett's 5 Top AI Stocks -- Here's Why You Should Own Them, Too

The Dept. of Defense and Microsoft are looking into an unsecured server that exposed sensitive but unclassified emails and data from the U.S. Special Operations Command.

Microsoft and Pentagon investigating leaked, sensitive military emails

Do you have these top ai stocks on your watchlist right now?

Best AI Stocks To Invest In Right Now? 2 To Know

CrowdStrike

ServiceNow

SentinelOne

On paper, the narrative for artificial intelligence or AI stocks to buy seemingly writes itself. As technologies become more advanced, AI and machine learning protocols can help radically improve productivity.

7 AI Stocks That Wall Street Loves (and You Should, Too!)

Microsoft initially limited the length of conversations with its ChatGPT-powered Bing after the AI chatbot started giving some unhinged responses.

Microsoft is loosening the limits on Bing AI chatbot conversations that it put into effect just days ago because users didn't like them

When it comes to Microsoft (NASDAQ: MSFT ) and its big move into artificial intelligence (AI), things are moving quickly. Is this a sign of near-term upside ahead for MSFT stock?

Microsoft Outlook: Will Chatbot Monetization Move the Needle for MSFT Stock?

Microsoft has thrown the gauntlet down over antitrust criticisms, saying on Tuesday it is ready to offer rivals licensing deals in exchange for regulatory approval of its $69 billion deal to purchase video game publisher Activision , but it would not to sell the latter's lucrative "Call of Duty" franchise.

Explainer: How Microsoft is addressing antitrust concerns over Activision deal

In this article, I will attempt to unpack concerns about Microsoft around its recent Activision Blizzard deal, ChatGPT, etc. I think these investments are here to last. The deceleration in Azure's growth appears temporary, and it is expected that once the PC market rebounds to pre-pandemic levels, Azure's growth may strengthen.

Microsoft: A Tech Giant Positioned For Growth And Innovation

Fiverr

Taiwan Semiconductor Manufacturing

Growth stocks ran hot earlier this year and are currently in consolidation mode, but that doesn't mean the time to buy has passed for the best growth stocks for the long term. Of course, the macroeconomic environment remains very unpredictable, as demonstrated by sticky Consumer Price Index (CPI) readings, and this could negatively impact growth-oriented stocks.

The 3 Best Growth Stocks to Invest in for the Long Haul

Microsoft MSFT, +0.08% is ready to take its new Bing chatbot mainstream — less than a week after making major fixes to stop the artificially intelligent search engine from going off the rails.

Microsoft brings Bing chatbot to phones after major fixes

Powered by OpenAI, the search engine includes new chat features and voice access.

Microsoft Previews New Bing and Edge Mobile Apps, Bing for Skype

Microsoft is expanding the preview of its AI-powered search and composition features to its Bing and Edge mobile apps starting today, two weeks after introducing the technology for desktop.

Microsoft expands AI chatbot to Bing and Edge mobile apps after adjusting limits on chat sessions

Microsoft is releasing new versions of its Bing app and Edge browser app for smartphones and tablets so users can access the upgraded search engine while on the go.

Microsoft Brings ChatGPT-Powered Bing to Mobile Devices

The tech giant says it is also adding the capability to its Skype communications software.

Microsoft Adds AI-Powered Bing Chat to Mobile Apps

Cisco Systems

QUALCOMM

Texas Instruments

Dividend-paying tech stocks are shares of technology companies that include regular dividend payments. Tech firms generally reinvest their profits back into the business and seek growth rather than returning capital to shareholders through dividends.

7 Dividend-Paying Tech Stocks for Long-Term Growth

Picks and shovels are the best AI investments for now.

5 Artificial Intelligence Stocks to Buy Now

Gates admitted to being surprised by how the development of AI accelerated in the last year and said it will be the "biggest thing in this decade."

News for Microsoft Stock (MSFT)