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

European Union regulators on Thursday opened an antitrust investigation into Microsoft's bundling of its video and chat app Teams with other Office products.

EU opens antitrust probe into Microsoft over Teams bundling

Netflix

Despite its already massive size, Microsoft still has big opportunities. It's hard to imagine a streaming world without Netflix at the center.

2 Unstoppable Growth Stocks to Buy Now and Hold Forever

Netflix is restructuring its advertising partnership with Microsoft a year into their deal and lowering ad prices, the Wall Street Journal reported on Thursday.

Netflix reworks Microsoft pact, lowers ad prices - WSJ

The streaming company is asking advertisers for patience as it tries to jump-start its $6.99 a month ad tier.

Netflix Reworks Microsoft Pact and Lowers Ad Prices

Apple

Amgen

Broadcom

Blackrock Inc

Bristol-Myers

Carrier Global

Caterpillar

Chubb

Comcast

Cisco Systems

Dick's Sporting Goods

General Mills

HSBC Holdings

iShares Core S&P 500 ETF

Johnson & Johnson

Juniper Networks

Kellogg

Kroger

Lowe's

Mondelez

Medtronic

QUALCOMM

Invesco QQQ

Invesco S&P 500 Equal Weight ETF

My U.S. dividend growth portfolio, constructed in 2015, has outperformed the market by over 2% annually. The portfolio was designed to be resilient in a major stock market correction, focusing on dividend achievers with at least 10 years of dividend growth. For building a similar portfolio in 2023, I considered valuation and growth, leaning towards larger cap or mega-cap stocks, and factored in retirement income needs.

Building The Dividend Growth Portfolio In 2023

Advanced Micro Devices

Coca-Cola

NVIDIA

Novo Nordisk

UnitedHealth Group

Some of the best-performing stocks, including market monsters helped buoy a rebound in equities. These firms are among the largest corporations in their respective niches and exert significant influence.

7 ‘Monster' Stocks to Buy Right Now

Microsoft Corp. ( MSFT , Financial) reported strong earnings for the fourth quarter of fiscal 2023 on July 15, but its stock declined more than 2% in after-hours trading, followed by a decline of more than 3% on July 26.

Microsoft: AI Investment Fears Are Overblown

Boeing

Salesforce

Honeywell

Intel

McDonald's

Procter & Gamble

Dow nearly gives up a 170-point intraday trading gain before finishing in the green for the 13th straight session.

Dow Jones Today: Index Notches Longest Streak in 36 Years

Automatic Data Processing

Alphabet

Texas Instruments

Union Pacific

The S&P 500 was little changed on Wednesday, July 26, 2023 after the Federal Reserve raised interest rates to fight inflation.

S&P 500 Gains and Losses Today: Stocks Mixed After Fed Lifts Rates

Amazon

Institutional quality stocks have several benefits including high-liquidity, low beta, and a long runway. Strategist Andrew Rocco breaks down what investors should look for and pitches 3 ideas.

3 "Hedge Fund Hotels" Pulling into Support

The tech giant released its final quarterly results for fiscal 2023. It beat on both the top and bottom lines, but there were concerns about one business division in particular.

Why Microsoft Stock Was Wilting on Wednesday

The two tech behemoths Microsoft  MSFT  and Alphabet  GOOGL  reported Q2 earnings Tuesday after the market closed, and one stock is rallying, while the other is selling off. Although these are just the immediate reactions, I believe one stock will offer superior returns over the coming months.

Microsoft and Alphabet Earnings Review: Buy One, Avoid the Other

Microsoft (NASDAQ: MSFT ), a tech giant globally known for its robust portfolio of services and products, has had a remarkable surge in its performance. We've all heard about the “Magnificent 7,” and it's clear that MSFT stock owners have meaningfully outperformed relative to the S&P 500.

Did Microsoft (MSFT) Stock Just Peak?

Microsoft's (MSFT) fourth-quarter fiscal 2023 results reflect sluggishness in the Azure business, and declining PC sales, offset by growing AI business.

Microsoft (MSFT) Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Amazon is continuing its expansion into the health space with the launch of a new generative AI tool called HealthScribe, meant to take over some time-consuming administrative tasks of doctor's offices and clinics, the company said.

AI At The Doctor? Amazon Launches New Service As Google, Microsoft Aim At Merging Healthcare With Artificial Intelligence

Microsoft Corp. and Alphabet Inc. mentioned “AI” so many times on their earnings conference calls that one bullish Nvidia Corp. analyst is beginning to think his above-consensus estimates may be too conservative.

Nvidia estimates ‘may prove conservative' as Microsoft, Google mentions of AI more than double

Earnings reports were driving big moves in stocks on Wednesday.

Stocks making the biggest midday moves: Microsoft, Alphabet, Boeing and more

PayPal

Microsoft and PayPal are expanding their partnership to allow Xbox owners in the United States to use Venmo as a payment method for games, movies, TV shows, and apps from the Xbox store. Customers can also use the new payment method for Xbox Game Pass subscriptions.

Microsoft, PayPal partner to bring Venmo support to the Microsoft Store and Xbox store

Microsoft Corporation (NASDAQ:MSFT) shares declined after the company reported second-quarter earnings that beat expectations but disappointed investors with a small quarter-over-quarter decline in the growth of its Azure cloud services business.  Still, analysts at Wedbush are upbeat, maintaining their ‘Outperform' rating on the stocking and increasing their price target to $400 from $375.

Microsoft merits higher price target following 2Q earnings beat, AI momentum

Robert Half Int.

Snap

U.S. equities were mixed and little changed at midday on Wednesday, July 26, 2023, ahead of the Fed's decision on interest rates.

Markets Mixed and Little Changed at Midday Ahead of Fed Decision

Microsoft most recent earnings results failed to impress investors, with the stock falling about 3%. But Wall Street analysts are bullish on the company's heavy focus on artificial intelligence.

'AI momentum building in Redmond': Here's how Wall Street is reacting to Microsoft's earnings report

News for Microsoft Stock (MSFT)