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

NVIDIA

Former hedge fund manager turned financial commentator, Jim Cramer, has garnered widespread attention for his bold and controversial market predictions.

Jim Cramer says Microsoft ‘simply can't compete with Nvidia'

OpenAI's decision to pause new signups to its popular ChatGPT platform is the right move, according to analysts at Wedbush. Microsoft-backed OpenAI temporarily halted new users on its ChatGPT large-language model due to a surge in usage that surpassed the platform's capacity, it said earlier this week.

OpenAI's move to pause new ChatGPT signups positive for AI infrastructure names: Wedbush

Apple

Amazon

Alibaba

Bank of America

Coupang

General Motors

Johnson & Johnson

Eli Lilly

Procter & Gamble

Teck Resources

Stock Strategist Andrew Rocco divulges valuable insights from the world's best and brightest investors.

13F Rundown: Tepper, Buffett, Druckenmiller

Citi analyst Tyler Radke closes his positive catalyst watch on Microsoft noting the stock's outperformance.

Microsoft Still a Buy at Citi but Analysts 'Pounding the Table With Little Less Vigor'

Advanced Micro Devices

Alphabet

Microsoft unveiled its new Maia AI accelerator on Wednesday. The new chip has consequences for Nvidia and AMD, as well as Amazon and Google.

This Artificial Intelligence News Could Be a Game Changer for These 5 Stocks

Sanoma Corporation, Investor News, 17 November 2023 at 11:00 EET Sanoma Learning and Microsoft collaborate to better support teachers and students across Europe in achieving their learning goals Sanoma Learning, a leader in K12 learning materials in Europe, and Microsoft are starting to collaborate on a number of improvements for teachers and students. The collaboration will leverage Sanoma's learning materials, Microsoft's Learning Accelerators and integrations with Microsoft Teams to support teachers and students across Europe, making learning content and materials more accessible and available within solutions already used in schools.

Sanoma Learning and Microsoft collaborate to better support teachers and students across Europe in achieving their learning goals

Brookfield Renewable Partners

Brookfield Infrastructure

Blackrock Inc

Brookfield Corp

Canadian Natural Resources

Disney

Fortis

Home Depot

Magna International

Nutrien

Rogers Communications

Royal Bank of Canada

Starbucks

SPDR S&P 500 ETF Trust

AT&T

AT&T 5.35 % Notes 2017-01.11.66 Global

Toronto-Dominion Bank

TELUS

This month, I also took a deeper look at telecoms. What's going on with telcos? I have been asked this question often over the past few months. Why do they lag the market?

What's Going On With Telcos? - October Dividend Income Report

Sony

Microsoft's acquisition of Activision for $68.7 billion marks a transformative shift in its gaming strategy. Microsoft aims to create a gaming equivalent of Netflix through bold acquisitions and its Xbox Gamepass offering. Sony's strategy focuses on high-quality exclusives and maintaining market dominance, but faces challenges from Microsoft's aggressive pricing and acquisitions.

Microsoft Vs. Sony: Who Will Build The Netflix Of Gaming?

Costco

Chevron

Investing after the age of 50 is an interesting time. Retirement doesn't seem so far away, but this isn't the time to be thinking too short term.

3 Best Long-Term Stocks Every 50-Year-Old Should Buy and Hold

ARM Holdings PLC

Microsoft's new CPU is made using Arm technology.

Arm Holdings Has This Massive Growth Opportunity Thanks to Microsoft and Other Cloud Giants

The 3 Most Undervalued AI Stocks to Buy Now: November 2023

Tesla

The so-called Magnificent Seven have had an incredible run in 2023. But what are the chances it might continue in the New Year?

‘Magnificent Seven' stocks enjoyed a blistering 2023. Here's what it would take for that rally to spill over into 2024.

iShares North American Tech ETF

iShares U.S. Technology ETF

VanEck Vectors Semiconductor ETF

Pacer Data And Digital Revolution ETF

SPDR NYSE Technology ETF

The technology sector is back in the groove and dominating the stock market rally once again since the start of November.

Tech Turns Hot, ETFs Touch New 52-Week Highs

Macy's

Walmart

Continuing Claims rose for the eighth-straight week, to 1.865 million from a slight downward revision.

Long-Term Jobless Claims Highest in 2 Years; Walmart Meets, Macy's Beats

The company's push could lessen its dependence on others.

How Microsoft's 'Game-Changing' AI Plans Could Hit Nvidia and AMD

Microsoft's "game changing" AI products are seeing solid traction with its Azure customers, according to Wedbush. Wedbush increased its Microsoft price target to $425 a share, representing potential upside of 15%.

Microsoft's 'game changing' AI products should power the stock 15% higher to record highs in 2024, Wedbush says

Schneider Electric SE

MISSISSAUGA, Ontario--(BUSINESS WIRE)--Schneider Electric is harnessing the capabilities of Generative artificial intelligence to empower customers and transform its internal operations.

Schneider Electric Drives Generative AI Productivity and Sustainability Solutions by Integrating Microsoft Azure OpenAI

KIRKLAND, Wash.--(BUSINESS WIRE)--Tanium, the industry's leading provider of Converged Endpoint Management (XEM), today announced its participation in the Microsoft Security Copilot Partner Private Preview. Tanium was selected based on its proven experience with Microsoft Security technologies, willingness to explore and provide feedback on cutting edge functionality, and close relationship with Microsoft. “In the context of security, AI's impact is likely to be profound, tilting the scales in.

Tanium is a Proud Participant in the Microsoft Security Copilot Partner Private Preview

D.R. Horton

As I've noted in past columns, many investors may want to emulate the stock picks of billionaires because they have obviously been successful at selecting good stocks and often have access to better experts and more information than retail stock pickers. This has led to this list of stocks that billionaires love.

3 Stocks That Billionaires Are Betting on Big Time

Ferrari

Microsoft is a highly profitable business with a strong competitive advantage. Ferrari is one of the top luxury brands in the world, and its high-priced cars allow it to report strong profit margins.

2 Stocks Warren Buffett Likes That Aren't in Berkshire Hathaway's Portfolio

News for Microsoft Stock (MSFT)