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

Apple

Amazon

Alphabet

NVIDIA

Tesla

One of the key themes, if not THE theme of 2023, was the dominance of the mega cap growth trade.  The Magnificent 7 stocks handily outperformed our equity benchmarks through the course of 2023, and so far in 2024, it's been more of the same.

Magnificent 7 Stocks: Are These Leading Growth Names Overheated, Or Are They Just Getting Started?

The first earnings season of 2024 is in full swing, and while it has given investors a lot of hope and optimism, it has also disappointed in a few industries. Several companies are set to report results this month, so there will be heavy movement in the stock market in the coming weeks.

Q4 Earnings Bets: 3 Stocks to Buy BEFORE the Reports Roll In

Magnificent seven stocks to watch in the stock market today.

2 Mag 7 Stocks To Watch That Report Earnings This Week

It's almost time for investors to find out more about the next leg of Microsoft Corp.'s artificial-intelligence growth.

Microsoft earnings are on deck, and the whole software sector is riding on them

David Tepper has been called "arguably the greatest hedge fund manager of his generation." More than 47% of Appaloosa Management's holdings are invested in five AI stocks.

Billionaire Investor David Tepper Has 47% of His Portfolio Invested in 5 Superb Artificial Intelligence (AI) Growth Stocks

Investors who didn't own the Magnificent Seven stocks in 2023 likely underperformed the broader market. Three of the stocks pay a dividend on top of their spectacular capital growth.

Here's How Much You Could Earn in Dividends From "Magnificent Seven" Stocks Apple, Microsoft, and Nvidia

Microsoft is now nearly 60% more valuable than Alphabet. Alphabet seems to be falling behind in the cloud and AI markets.

Will Alphabet Be Worth More Than Microsoft by 2030?

Microsoft is expected to report a 15.8% jump in quarterly revenue, its best growth in nearly two years, as rising adoption of its products infused with generative AI fuels demand for its cloud services.

Microsoft set for AI-powered revenue surge as stock pulls ahead

Microsoft is up 6% year to date, while the Dow's current highest holding, UnitedHealth, is down 4.5%. At this rate, Microsoft could become the most important stock in the S&P 500, Nasdaq Composite, and Dow sooner than expected.

Microsoft Hits an All-Time High, But It's Still Some Way From Becoming the Most Important Stock in the Dow Jones Industrial Average

While the final quarter of 2023 was marked by optimism about what the start of 2024 could bring to both the stock and the crypto market, the first month of the new year has generally been a very mixed bag.

These are the 3 best performing Nasdaq 100 stocks in 2024

Wall Street doesn't have great expectations for most of the "Magnificent Seven" stocks over the next 12 months. However, analysts think that two of the stocks could extend their gains from last year.

These Are the Best "Magnificent Seven" Stocks to Buy in 2024, According to Wall Street

The productivity and operating system software markets may finally be saturated, but powerhouse Microsoft still has one enormous opportunity to capitalize on for the next several years. The search engine market is not only saturated but fully matured.

These 2 High-Growth Stocks Could Power the Bull Market's Next Record Run

Microsoft's early lead in artificial intelligence has the software heavyweight's stock market value poised to pull decisively ahead of Apple's over the next five years.

Investors see Microsoft's stock market value leaving Apple behind

Microsoft (NASDAQ: MSFT ) stock just recently hit a huge milestone, becoming the second company behind Apple (NASDAQ: AAPL ) to reach the $3 trillion market cap status. The prospects of artificial intelligence have Wall Street excited, as MSFT stock is at the forefront of this revolutionary technology.

Microsoft and the AI Boom: Is MSFT Stock a Smart Buy for 2024?

Abbott Labs

Best Buy

Cigna

ReWalk Robotics

Teladoc

While it doesn't seem like it when you're young, aging happens to everyone and therefore, so-called AgeTech stocks should benefit from inevitability. A buzzword for age-related technology, this concept refers to a rapidly growing field focused on developing and applying innovative solutions to improve the lives of senior citizens.

7 ‘AgeTech' Stocks to Profit From the Booming Longevity Market

Meta Platforms remains a great value. Nvidia's stock price is surging, but so is its growth.

These 3 "Magnificent Seven" Stocks Hit All-Time Highs on the Same Day. Here's the Better Buy in 2024.

C3.ai

Palantir Technologies

OpenAI CEO Sam Altman believes that people are setting expectations too high for artificial intelligence. Investors are paying big premiums for AI stocks now, which could lead to disappointment and poor returns in the future.

Sam Altman Has a Warning for AI Investors

The heaviest stretch of the fourth-quarter earnings storm hits this week, with 106 companies set to report results. But results from only five — all part of the gang of tech behemoths known as the Magnificent Seven — will play an oversized role in steering collective corporate profit growth into positive territory for the period.

The busiest and most crucial week for fourth-quarter earnings is here. These five companies will do the heavy lifting.

History suggests that the Nasdaq continues to do well in the year following a market recovery. Nvidia has been one of the tech leaders lately thanks to its dominance of the AI chip market.

History Suggests the Nasdaq Will Surge in 2024: 2 Superb AI Stocks to Buy Before It Does

The Nasdaq Composite rose like a phoenix from the ashes in 2023, but history suggests there's more growth to come. Generative AI kick-started the market last year, but it's still early innings for this next-generation technology.

History Suggests the Nasdaq Will Soar in 2024: 2 Brilliant Artificial Intelligence (AI) Growth Stocks to Buy Before It Does

Tech stocks have maintained their market leadership in the New Year, building on last year's standout performance. Driving this momentum has been a combination of favorable developments on the macro front, primarily growing confidence that the Fed is on track to start easing policy, having subdued inflation without endangering the economy.

Big Tech Earnings Loom: What Can Investors Expect?

Tech titan Microsoft Corp. (MSFT), which just became the second company ever to reach a market capitalization of $3 trillion, is due to report its second-quarter fiscal 2024 earnings on Tuesday after the market closes. Analysts expect Microsoft to post its highest revenue in seven quarters and an uptick in EPS, while the company's AI-powered cloud services continue to soar.

What to Expect from Microsoft Earnings Report on Tuesday

Microsoft Teams is experiencing an outage that has blocked access and limited features for some users.

Microsoft Teams outage blocks access, limits features for some users

Microsoft is arguably one of the companies that has benefited the most from the rising effectiveness of artificial intelligence (AI).

Where Will Microsoft Stock Be in 2025?

Advanced Micro Devices

Tech stocks are taking the world by storm, and the market is eagerly awaiting the quarterly results to see if they are worth the hype. As one of the most important industries for the economy, the tech space is thriving with the adoption of Artificial Intelligence, and I believe this year will be all about tech stocks.

News for Microsoft Stock (MSFT)