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

Analysts polled by Refinitiv had expected $60.9 billion in revenue.

Microsoft Leading Alphabet In Race To Monetize Generative AI

Why the different trajectories of these stocks? Nearly a year after Microsoft launched ChatGPT, the answer is in the cloud.

Microsoft Leads Alphabet In The Race To Monetize Generative AI

Alphabet

US stocks were mixed on Wednesday as investors digested earnings from Microsoft and Alphabet. Microsoft posted strong cloud growth and saw its stock pop, while Alphabet fell after it reported lower-than-expected cloud revenue.

US stocks trade mixed after mega-cap tech earnings from Microsoft and Alphabet

The Dow Jones Industrial Average opened higher on Wednesday as a post-earnings rally in shares of Microsoft Corp. MSFT, +3.89% helped lift the blue-chip gauge while the S&P 500 and Nasdaq Composite sunk. The Dow gained 91 points, or 0.3%, at to trade at 33,218, according to FactSet data.

Dow opens higher, lifted by Microsoft's post-earnings rally

NVIDIA

Apple

What is artificial intelligence? If you ask IBM, “at its simplest form, artificial intelligence is a field, which combines computer science and robust datasets, to enable problem-solving” while also encompassing “sub-fields of machine learning and deep learning, which are frequently mentioned in conjunction with artificial intelligence”.

AI and Big Tech: How are Apple, Microsoft and Nvidia planting their flags?

Analysts praised Microsoft's results and expressed optimism about the company's product pipeline, including Microsoft 365 Copilot.

Microsoft shares rise as Wall Street heralds 'strong execution,' wider AI rollout

Microsoft may be highly valued NASDAQ: MSFT, but the company and stock price still have plenty of room to run. Valuation, the P/E multiple, and market cap are fickle things and driven by desire, and Microsoft is a desirable stock.

High-Value Microsoft still has Plenty of Room to Run

Boeing

The Dow looked poised to rise on Wednesday morning, defying declines in other indexes. Microsoft reported strong growth in its cloud computing business, supported by AI innovation.

These 2 Stocks Are Giving the Dow Jones Industrials a Lift

Google And Microsoft Earnings Impress With Meta Scheduled To Report Tonight

Against a choppy economic backdrop for the broader software industry, Microsoft Corp. is still thriving.

Microsoft ‘has taken the AI mantel from Google'—and now it's coming for Amazon in the cloud

Microsoft had originally told investors that  AI wouldn't deliver revenue gains until 2024 when new products will become widely available.

Microsoft's AI strategy is paying off with solid cloud revenue growth

Microsoft shares climbed 4% in premarket trading after a strong quarterly earnings report. Alphabet slipped 7% as revenue for its cloud division fell short of Wall Street's expectations.

Microsoft jumps while Google owner Alphabet slips as Wall Street zeroes in on the tech giants' AI efforts

7:00am: Nasdaq expected to open lower after mixed results US stocks are expected to open mixed, with tech stocks on the back foot as investors reflect on results from Google owner, Alphabet and Microsoft after Tuesday's close. In pre-market trading, futures for the Dow Jones Industrial Average were 0.2% higher, while those for the S&P 500 were down 0.3%, and contracts for the Nasdaq 100 futures fell 0.6%.

Nasdaq called lower as investors digest Microsoft, Alphabet earnings

The surge in Microsoft Corp.'s stock MSFT, +0.37%, in the wake of the software behemoth's blowout earnings report, was the reason futures YM00, +0.11% for the Dow Jones Industrial Average ES00, -0.35% were gaining ground while the broader market was falling. The stock jumped 3.7% toward a three-month high in premarket trading.

Microsoft's stock is rising enough to turn Dow futures positive

Microsoft is outstripping Alphabet in the race to make money from generative artificial intelligence through early bets on OpenAI and focus on big clients, raising worries that the Google parent could lose share in the cloud-computing market.

Microsoft surpasses Alphabet in cloud race with OpenAI bet, enterprise focus

Amazon

Invesco QQQ

SPDR S&P 500 ETF Trust

Technology Select Sector SPDR Fund

This week marks a pivotal moment in the financial world as some of the globe's most influential companies unveil their quarterly earnings reports, particularly in the technology sector.

Tech Titans Upcoming Earnings: Shaping the Markets Fate

Google's cloud business is slowing and weighing on earnings, while Microsoft's Azure is shaking off a slump.

Microsoft Gets Another Leg Up on Google in AI Race

Microsoft Corporation (NASDAQ:MSFT) saw revenues from Xbox content and services rise 12% in the first quarter of 2024, a trading update revealed. Jumping more than all other categories, apart from its software offerings which include cloud services and Office 365, Microsoft confirmed much of this growth was propped up by an 8% jump in gaming revenues.

Xbox boosted by Starfield launch as console sales dwindle

Microsoft Corp. shares MSFT, +0.37% rallied 4% after the company posted better-than-expected growth in the company's Azure cloud-computing unit.

Microsoft shares surge on bumper growth in cloud-computing unit as Alphabet stock drops on weak Google cloud results

Microsoft's Azure impressed where Google Cloud disappointed and the reason behind the divergence looks to be in artificial intelligence.

Microsoft Took Market Share from Google. How AI Is Changing Cloud Competition.

Microsoft on Tuesday reported a 27% increase in profit for the July-September quarter compared to the same time last year, powered by growth in its cloud computing division where it has centered its investments in artificial intelligence.

Microsoft reports higher profits and revenue powered by cloud computing and AI investments

Citigroup

Dominion Energy

Duke Energy

Johnson & Johnson

Coca-Cola

Procter & Gamble

UnitedHealth Group

Vanguard Consumer Staples ETF

Utilities Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

Bond yields are showing signs that they have peaked. If they keep dropping, it would make a host of stocks look attractive including Duke Energy, Coca-Cola, Procter & Gamble, and Johnson & Johnson.

The Bond Sell-Off Might Be Over. Buy These Stocks to Win.

Microsoft Corporation (NASDAQ:MSFT ) Q1 2024 Earnings Conference Call October 24, 2023 5:30 PM ET Company Participants Brett Iversen - VP, IR Satya Nadella - Chairman & CEO Amy Hood - EVP & CFO Conference Call Participants Keith Weiss - Morgan Stanley Mark Moerdler - Bernstein Research. Raimo Lenschow - Barclays Karl Keirstead - UBS Bradley Sills - Bank of America Brent Bracelin - Piper Sandler Gregg Moskowitz - Mizuho Operator Greetings, and welcome to the Microsoft Fiscal Year 2024 First Quarter Earnings Conference Call.

Microsoft Corporation (MSFT) Q1 2024 Earnings Call Transcript

Microsoft Corp. and Alphabet Inc. both reported mostly strong results Tuesday, but the disparate reactions from investors showed that Wall Street only cares about artificial intelligence right now.

Microsoft and Alphabet results show Wall Street only cares about AI

The headline numbers for Microsoft (MSFT) give insight into how the company performed in the quarter ended September 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

News for Microsoft Stock (MSFT)