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

Amplitude

Amazon

DigitalOcean Holdings

Alphabet

Snowflake

Twilio

ZoomInfo Technologies

Zoom Video

Companies that sell cloud software are contending with a more cautious spending environment from their existing customers.

Cloud software buyers are getting frugal, leading to slower growth at former highfliers

Nucor

The companies will work to address barriers to early-stage commercial project deployment. CHARLOTTE, N.C.

Google, Microsoft, and Nucor announce a new initiative to aggregate demand to scale the adoption of advanced clean electricity technologies

Apple

Share buybacks have played a role in lifting the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record-closing highs in 2024. Public companies that commit to share repurchase programs can reduce their outstanding share counts and boost their earnings per share over time.

These 3 Companies Have Collectively Repurchased $1.07 Trillion of Their Own Stock Since the Start of 2013

“Call of Duty: Warzone Mobile” debuts on Thursday. With 50 million-plus pre-registrations, the launch is a significant moment in Microsoft's videogames strategy.

A New 'Call of Duty' Is Days Away. It's the First Big Test of the Microsoft Activision Deal.

NVIDIA

Microsoft Azure to adopt NVIDIA Grace Blackwell Superchip to accelerate customer and first-party AI offerings NVIDIA DGX Cloud's native Integration with Microsoft Fabric to streamline custom AI model development with customer's own data NVIDIA Omniverse Cloud APIs first on Azure Power ecosystem of industrial design and simulation tools Microsoft Copilot enhanced with NVIDIA AI and accelerated computing platforms New NVIDIA generative AI Microservices for enterprise, developer and healthcare applications coming to Microsoft Azure AI REDMOND, Wash. and SAN JOSE, Calif.

Microsoft and NVIDIA announce major integrations to accelerate generative AI for enterprises everywhere

REDMOND, Wash. , March 18, 2024 /PRNewswire/ -- Microsoft Corp. is expanding its collaboration with NVIDIA to bring the power of generative AI, the cloud and accelerated computing to healthcare and life sciences organizations.

Microsoft announces collaboration with NVIDIA to accelerate healthcare and life sciences innovation with advanced cloud, AI and accelerated computing capabilities

Affirm

PayPal

Upstart Holdings

The AI-revolution is in its early innings, but innovation and disruption are increasing dramatically. For investors, it is important to track the industry climate, as often, these innovations lead to the next big stock market winners.

3 of the Latest (& Most Important) AI Innovations

Canoo

Intuitive Surgical

UiPath

Palantir Technologies

Texas Instruments

There are seven stocks making CEOs lose sleep in March this year, reflecting the immense pressures and challenges facing major corporations across various industries. Some companies are reeling from product safety crises that have shaken consumer confidence while exposing them to staggering litigation risks.

7 Stocks That Are Making Other CEOs Lose Sleep at Night

Advanced Micro Devices

Broadcom

S&P 500 Valuations Hit New Highs: Anticipating a Market Pullback?

Alexandria Real Estate Equities

Delta Air Lines

Lamb Weston Hlds

NiSource

Schlumberger

Targa Resources

Uber

Tired of hearing investors and analysts gush over Nvidia stock? It's definitely a popular S&P 500 stock, but by no means the favorite.

Analysts Like Nvidia — But They Love These 9 Stocks Even More

VANCOUVER, British Columbia--(BUSINESS WIRE)--D3 Security's VP of Product and Service, Adrianna Chen, is a finalist for Security Changemaker at the Microsoft Security Excellence Awards.

D3 Security's Adrianna Chen recognized as a Microsoft Security Excellence Awards finalist for Security Changemaker

Schrodinger 

Bill Gates' top AI stock probably won't be a surprise. His charitable foundation also has a stake in an AI innovator that doesn't view itself as an AI company Valuation is a concern for both AI stocks, but one should be a solid pick for long-term investors.

Billionaire Bill Gates Has 35% of His Portfolio Invested in These 2 Artificial Intelligence (AI) Stocks: Are They No-Brainer Buys?

Google has faced multiple issues with its artificial intelligence chatbot since launching it last year. A Microsoft engineer has also found problems with the company's Copilot Designer.

Google Isn't Alone in Facing Problems With AI-Generated Images. Microsoft Is, Too.

The consensus among analysts is that the momentum for two of these big AI stocks will fade. Wall Street thinks, though, that three of these stocks can deliver double-digit gains over the next 12 months.

Which Artificial Intelligence (AI) Stock Is Wall Street Most Bullish About: AMD, Amazon, Google, Microsoft, or Nvidia?

Microsoft (NASDAQ: MSFT ) Copilot now offers GPT-4 Turbo for free. I don't know what that means for MSFT stock, but it shows the company's commitment to AI.

MSFT Stock Forecast: 3 Explosive Reasons to Own Microsoft Now

Caterpillar

Johnson & Johnson

Coca-Cola

Procter & Gamble

Visa

Investing in your golden years is very different from investing in your young age. You cannot take as much risk now, but you still want to see your money grow.

Guardians of Your Golden Years: 7 Stocks Every Retiree Needs to Own

Transportations and industrials are overweighted in the trust. Microsoft is a valid way for investors to scratch their itches for AI exposure.

2 Stocks From the Bill and Melinda Gates Foundation Portfolio to Buy Now

Exxon Mobil

Microsoft was the top dividend payer by a lot in 2023. Apple continues to send lots of cash to shareholders.

Companies Paid a Record $1.7 Trillion in Dividends Last Year. These 3 Dividend Stocks Led the Way.

Arista Networks

Cadence Design Systems

Salesforce

Hewlett Packard

Company executives in the fourth quarter produced the second-highest amount of talk about artificial intelligence for any quarter in at least a decade, according to a tally from FactSet.

AI talk is surging during company earnings calls — and so are those companies' shares

Coupang

Druckenmiller's Duquesne Capital Management fund returned 30% annually for nearly 25 years. He worked under George Soros, and together they "broke the bank of England.

Billionaire Investor Stanley Druckenmiller Has 40% of His Portfolio in 3 AI Stocks. Are any of Them Buys?

Micron Technology

AI adoption is set to give Microsoft's growth a big boost in 2024 and beyond. Micron is on the verge of a major turnaround thanks to the improving dynamics of the memory market.

2 Top Tech Stocks to Buy Hand Over Fist Before the Nasdaq Jumps Higher in 2024

Allied Gaming & Entertainment Inc

Enthusiast Gaming Holdings Inc

You've come to the right place if you're looking for undervalued secular growth stocks. This article focuses on Esports stocks.

The 3 Most Undervalued Esports Stocks To Buy In March 2024

News for Microsoft Stock (MSFT)