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

Microsoft Corporation (NASDAQ:MSFT) has rolled out its Copilot Pro artificial intelligence programme to consumers, two months after large businesses were given access. At US$20 a month, the subscription costs the same as ChatGPT-4 and offers AI features within Microsoft's apps.

Microsoft unveils AI subscription at same prices as ChatGPT 4

Apple

Microsoft just surpassed Apple as the world's most valuable company. Microsoft is dazzling investors with the growth of its cloud and AI businesses, but Apple is disappointing them with its lack of near-term catalysts.

Will Microsoft Still Be Worth More Than Apple by 2025?

Microsoft CEO Satya Nadella on Tuesday said he had no issue with partner OpenAI's governance structure, two months after the startup's non-profit board temporarily ousted its chief executive without regard to investors' interests.

Microsoft CEO 'comfortable' with OpenAI non-profit despite Altman ouster

Vodafone Group

Vodafone has agreed a 10-year partnership with Microsoft to bring generative AI, digital, enterprise and cloud services to more than 300 million businesses and consumers across its European and African markets.

Vodafone signs $1.5 bln Microsoft deal for AI, cloud and IoT

Vodafone and Microsoft to transform the customer experience using Microsoft's generative AI Vodafone to scale its new standalone IoT business with Microsoft Partnership will expand M-Pesa to improve financial inclusion across Africa Vodafone to grow enterprise business with new Microsoft services for small and medium-sized businesses (SMEs) Vodafone to accelerate digital transformation and operational efficiencies in virtual data center migration to Microsoft Azure LONDON and REDMOND, Wash. , Jan. 16, 2024 /PRNewswire/ -- Vodafone and Microsoft Corp. on Tuesday announced a new, far-reaching 10-year strategic partnership that leverages their respective strengths in offering scaled digital platforms to more than 300 million businesses, public sector organizations, and consumers across Europe and Africa.

Vodafone and Microsoft sign 10-year strategic partnership to bring generative AI, digital services and the cloud to more than 300 million businesses and consumers

Microsoft's finally finalized buyout of Activision Blizzard marks a significant reorientation towards vertical integration in the gaming sector, positioning Microsoft as the third-largest gaming company globally. The acquisition enhances Microsoft's gaming portfolio with high-caliber franchises and bolsters its competitive stance in a market forecasted to grow to $665 billion by 2030. Microsoft's gaming division is poised to be a significant growth driver, potentially adding approximately $406 billion to the company's market capitalization.

Microsoft 2024 Outlook: Why I Think Gaming Is Under-Appreciated

Microsoft introduced a premium subscription that adds capabilities to its artificial intelligence companion, Copilot. The new Copilot Pro subscription caters to users who want faster access to advanced features and offers a seamless AI experience across devices, the company said in a Monday (Jan. 15) blog post.

Microsoft Launches Premium Subscription for AI Companion Copilot

Expanding access can help expose more of Microsoft's end users to generative artificial intelligence and recoup data center infrastructure investments

Microsoft brings Copilot AI assistant to small businesses and launches a premium tier for individuals

Microsoft on Monday said consumers and small businesses can buy subscriptions to access more capabilities in its artificial intelligence "Copilot," as it moves to grow sales beyond large enterprises.

Microsoft offers $20 consumer AI subscription to boost business

Visa

Exxon Mobil

In the Q4 Earnings Season Outlook, Zacks Director of Research Sheraz Mian points out a number of compelling insights for the coming earnings season.

3 Key Stocks to Watch This Earnings Season

Microsoft evidently envisions Copilot, the umbrella brand for its portfolio of AI-powered, content-generating technologies, becoming a significant future revenue line-item. And that's perhaps not far off base; according to the company, more than 40% of the Fortune 100 participated in its Copilot early access program.

Microsoft launches a Pro plan for Copilot

Microsoft Corp is expected to report its second quarter fiscal 2024 financial results during the week of January 23, with analysts anticipating a 19% year-over-year increase in earnings per share (EPS) to $2.75 according to the Zacks consensus estimate.   Revenue for the period, meanwhile, is projected by Wall Street to come in at $61.03 billion, in line with the company's previous guidance of 15% year-over-year growth to $60.4 billion to $61.4 billion.

Microsoft analysts will likely eye cloud, AI growth in 2Q results

Chevron

Procter & Gamble

Undervalued Dow stocks allow investors to initiate positions with higher margins of safety. Instead of hoping that a high-flying growth stock continues its momentum, investors can incur less risk while increasing the likelihood of seeing an upside.

The 3 Most Undervalued Dow Stocks to Buy in January

Fidelity MSCI Information Technology Index ETF

iShares U.S. Technology ETF

Vanguard Information Technology ETF

Technology Select Sector SPDR Fund

Microsoft (MSFT) has emerged as the most valuable publicly traded company in the United States at the close of Friday's trading session, surpassing Apple (AAPL).

ETFs In Focus as Microsoft Tops Apple as Most Valuable Public Company

Microsoft Corp. overtook Apple Inc. to become the world's most valuable publicly traded company for the first time in more than two years, as worries over smartphone demand have weighed on the iPhone-maker's stock in recent weeks.

Microsoft overtakes Apple as most valuable stock in the world

NVIDIA

Applied Materials

Advanced Micro Devices

Amkor Technology

Amazon

ASML Hld

Broadcom

Camtek

Cadence Design Systems

Dell Technologies

Alphabet

Hewlett Packard

Intel

KLA-Tencor

Kulicke & Soffa Industries

Lam Research

Micron Solutions

Marvell Technology

Onto Innovation

Oracle

Super Micro Computer

Synopsys

Taiwan Semiconductor Manufacturing

Nvidia is dominating the artificial intelligence market, and here are some other stocks that can also benefit.

26 Spectacular Semiconductor and Artificial Intelligence (AI) Stocks for 2024 and Beyond

Palantir Technologies

Snowflake

There are multiple ways to invest in AI. AI-related opportunities in both hardware and software promise upside potential for several stocks.

AI Cheat Sheet: Artificial Intelligence Stocks to Keep Your Eyes On in 2024

Charter Communications

Kraft Heinz

Sirius XM Holdings Inc

Buffett's six Nasdaq-100 stocks represent the tech, consumer goods, and communications sectors. Some of them don't seem likely to deliver impressive growth, but others could have upside potential.

Warren Buffett Owns 6 Nasdaq-100 Stocks. Here's the Best One to Buy Right Now.

Coinbase

Former hedge fund manager, current media personality, energetic host of CNBC's “Mad Money,” and generally a well-known figure in the world of investing and finance, Jim Cramer has accrued a wide array of fans and critics over the years.

Here is how much Inverse Cramer fund is up since Jan. 2023

Lack of Clear Undervaluation: The absence of a clear "undervalued" result prompts a more cautious investor stance, as indicated by the downgrade. Divergence in DCF Outcomes: The first DCF model hinted at a slight overvaluation, while the second, incorporating segment-based projections, provided a more optimistic outlook with a 14.1% upside. Complex Valuation Dynamics: The divergent outcomes underscore the intricate nature of Microsoft's valuation, necessitating a nuanced and multi-perspective approach.

Microsoft: Not As Cheap As Before But Still Has Some More Juice (Downgrading To Buy)

Microsoft has eclipsed Apple to become the world's largest company by market capitalization, driven by its deep focus on generative artificial intelligence (AI), a sector that has garnered increasing investor favour.

Microsoft topples Apple to become global market cap leader

Stock-Split Watch: 3 Red-Hot Tech Stocks That Could Split Their Shares in 2024

PALO ALTO, Calif. & NEW YORK--(BUSINESS WIRE)--SymphonyAI has teamed with Microsoft to bring retail AI software applications using Microsoft Azure OpenAI Service to retailers and CPGs worldwide.

News for Microsoft Stock (MSFT)