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

IBM is becoming a reliable value stock again. Microsoft is still a good growth stock -- but it's valued accordingly.

Better Tech Stock: IBM vs. Microsoft

Microsoft's first quarterly financials with Activision Blizzard in the fold were just reported. To some investors, the video game giant may have had a surprising impact on Microsoft's empire overall.

Is Microsoft Stock a Buy After Its Giant Video Game Acquisition Prize?

Amgen

Verizon

While the Nasdaq exchange and S&P 500 grabbed the headlines because of the massive run-up by the so-called Magnificent 7 stocks, the Dow Jones Industrial Average plodded on with its Dow stocks to buy. It recorded its own double-digit gains for the year, and ended 2023 at an all-time high.

3 Fantastic Dow Stocks to Buy in February 2024

Amazon

Dick's Sporting Goods

JPMorgan Chase & Co

Kimco Realty

Coca-Cola

Target

Technical analysis may still be a controversial idea to some of the old guard but it's the only methodology I'm aware of that will give you stocks flashing buy signals. Sure, it's more “factual” for lack of a better word to rely on corporate earnings reports.

Green Flags: 7 Stocks Flashing Buy Signals to Watch Now

Electronic Arts

Sony

Since video games were part of our childhood, this is a sector that undoubtedly makes our eyes shine. Beyond that, it is something that accompanies today's society, each time with more graphics, innovation and higher quality designs.

3 Strong Buy Gaming Stocks to Add to Your February Must-Watch List

Qualys

Qualys plunged amid a Morgan Stanley report that predicted Microsoft will end its marketing pact with the company on May. 1. Earnings for QLYS stock are due Feb. 12.

Qualys Stock Plunges As Analyst Predicts End To Microsoft Partnership

Microsoft is leveraging the benefits of its investments in OpenAI, the creator of ChatGPT.

Microsoft Stock: Buy, Sell, or Hold?

Microsoft has reportedly launched an artificial intelligence (AI)-focused partnership with news startup Semafor. The collaboration would see Semafor use tools from Microsoft and partner OpenAI to develop news stories with a “global, multi-source” breaking news feed known as “Signals,” Semafor announced Monday (Feb. 5).

Microsoft Forms AI Partnership With News Startup Semafor

Apple

Alphabet

NVIDIA

Tesla

Strong sales growth will be the key to whether the "Magnificent Seven" group of U.S. tech and growth stocks can continue outperforming following their explosive gains in 2023, Goldman Sachs equity strategists said.

'Magnificent Seven' continued market dominance rests on sales growth, Goldman says

Microsoft said on Monday it is teaming up with media platform Semafor and other news organizations to help journalists work with generative AI in content production.

Microsoft partners with Semafor for AI-assisted news content

We had been wrong indeed, with MSFT rallying by +16.3% since November 2023 and the gap widening by +34.8% to our previous recommended entry point. The company reports excellent FQ2'24 earnings, with robust growth across all segments, particularly aided by the PC recovery and the growing partnership with OpenAI. The expanding user base, increased cross selling, and productivity gains through the use of AI have also directly contributed to MSFT's richer profit margins, negating the temporarily impacted balance sheet.

Will Microsoft Ever Come Cheap With A Market Cap Of $3.06 Trillion?

Microsoft (NASDAQ: MSFT ) is number one again, thanks to the artificial intelligence (AI) boom. It passed Apple (NASDAQ: AAPL ) in January and is now worth over $3 trillion.

Riding the AI Wave: Is Microsoft Unstoppable in 2024?

Microsoft's stock (NASDAQ: MSFT) has gained nearly 70% since the start of 2023 as compared to the ~30% rise in the S&P500 index over the same period. At its current price of just above $400 per share, it is trading 4% below its fair value of $419 – Trefis' estimate for Microsoft's valuation.

Up Nearly 70% Since The Beginning Of 2023, Where Is Microsoft Stock Headed?

Netflix

Visa

McDonald's

The Fed crushed expectations of lowering interest rates by holding the current rates steady. However, there are several signs of the economy improving and this could mean lower rates in the coming months.

7 Steady Blue-Chip Stocks to Buy and Hold All Year

Microsoft CEO Satya Nadella is marking a decade at the helm, and he's now overseeing the world's most valuable company.

Satya Nadella's first decade as Microsoft CEO was defined by cloud. What's next?

Great businesses don't become less so because the market is down. Amazon has a relatively simple but effective business model that has enriched investors through the years.

These 2 Unstoppable Growth Stocks Can Make You Richer in 2024

Microsoft topped estimates in its earnings report and finished flat after hours. Alphabet shares slipped after its ad revenue was on the light side.

Microsoft vs. Google: Which Is the Better AI Stock to Buy Now

Advanced Micro Devices

Broadcom

Taiwan Semiconductor Manufacturing

Wall Street regularly groups high-performing stocks together to separate them from the rest of the market. "FAANG" was coined in 2017, and the "Magnificent Seven" label followed in 2023.

Forget FAANG and the "Magnificent Seven." It's time for the "AI 5," According to This Analyst.

If you're a believer in the continued rise of technology – and who isn't these days? – then you need to at least consider the potential top performers among virtual reality stocks 2024.

The 3 Best Virtual Reality Stocks to Invest In for Big Gains in 2024

Microsoft benefits from having a large base of corporate customers. Microsoft's profit growth has outpaced its revenue growth over the past five years.

2 Stocks I'll Be Adding to My Retirement Account -- Even With the S&P 500 at an All-Time High

Intel

AMD shares have risen over 130% in the last 12 months, making it one of the most expensive AI stocks. It could be worth looking at a better-valued option like Microsoft, which has become a major threat in AI.

Forget AMD in 2024: 2 AI Stocks to Buy Instead

Apple recently relinquished its market cap crown. The reach of the "Big Three" cloud providers gives them an advantage in distributing AI services.

2 (More) Artificial Intelligence (AI) Growth Stocks Set to Hurtle Past Apple Into the $3 Trillion Club, According to 1 Wall Street Analyst

Satya Nadella marks his tenth year as Microsoft CEO on Sunday, capping a decade of stunning growth as he pivoted the slow-moving software giant into a laser focus on cloud computing and artificial intelligence.

Microsoft CEO Satya Nadella caps a decade of change and tremendous growth

We saw a slew of earnings this week from the market's leading stocks, and they didn't disappoint. In addition to many other companies that reported earnings, five of the ‘Magnificent 7' informed us of their performance.

Big Tech Crushes Earnings: Which One Should You Buy?

Walmart

The Dow Jones Industrial Average continues to scale new heights. On Jan. 22, the index closed above 38,000 for the first time and set a new all-time high.

News for Microsoft Stock (MSFT)