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 NASDAQ: MSFT had an outstanding quarter, but it was not enough to spur the market to rally. The takeaway from the post-release action is that AI is priced into the market, and the stock may not reach new highs this year.

Microsoft Corrects On Solid Results: AI Is Priced Into The Market

PayPal

SAN JOSE, Calif. and REDMOND, Wash., July 26, 2023 /PRNewswire/ -- PayPal Holdings, Inc. (NASDAQ: PYPL) and Microsoft Corp. (Nasdaq: MSFT), today announced Microsoft's integration of PayPal's Pay Later solution in the U.S., U.K., Australia, Germany, France, Spain, and Italy. In addition, customers in the U.S. will soon have the option to pay with Venmo in the Microsoft Store. Venmo is currently available in the Microsoft Store on Xbox in the U.S. These new integrations offer customers more flexible ways to pay and help increase customer loyalty.

Microsoft Deepens Relationship with PayPal to Offer Simple, Flexible Payment Options

Alphabet

Tech companies say Frontier Model Forum will focus on ‘safe and responsible' creation of new models

Google, Microsoft, OpenAI and startup form body to regulate AI development

The effort comes as policymakers weigh what appropriate guardrails on the technology could look like, without hindering innovation.

Google, Microsoft form new A.I. group to develop safety standards ahead of policymakers

As Microsoft Corp. and Alphabet Inc. get more serious about artificial intelligence, they're spending a lot more time discussing it with the investment community.

Microsoft and Google can't stop talking about AI, and this chart proves it

Microsoft shares lost some of the recent momentum generated by its push for artificial intelligence (AI) as the company's fourth quarter earnings report highlighted a slowdown in its Azure cloud and Windows PC businesses.

Microsoft Shares Drop as Azure Growth Slows, AI Bet Yet To Pay Off

Amazon

Meta, Microsoft and Amazon team up on maps project to crack Apple-Google duopoly

Artificial Intelligence (AI) is on everybody's lips in 2023. Everyone is excited about AI at the moment, and the excitement is visible in the stock market.

The AI revolution is here – should you buy AI stocks?

Microsoft Corp. said one of the last words investors wanted to hear Tuesday in light of a big run up in its stock, but analysts seemed nonetheless undeterred.

Microsoft utters a dreaded word, but bulls on its stock are still cheering

ASML Hld

CrowdStrike

The most intelligent companies today have anticipated the AI boom. Companies with access to large amounts of proprietary data could also have strengthening moats.

3 of the Smartest Tech Stocks to Buy in 2023

The generative AI arms race between Google and Microsoft was in focus Tuesday as the two tech giants held dueling earnings calls that featured their AI initiatives prominently.

Microsoft and Google AI race in spotlight amid dueling earnings calls

Microsoft's stock has soared more than 40% year to date. The company rallied investors by getting a head start in the booming AI industry.

1 Green Flag for Microsoft in 2023, and 1 Red Flag

Shares of PacWest Bancorp PACW, -27.04% rocketed 37% as the Banc of California BANC, +11.17% confirmed plans to buy the troubled regional lender.

Alphabet stock jumps on earnings while Microsoft shares dip, and other stocks on the move

Microsoft shares could jump another 14% thanks to artificial intelligence, according to Wedbush's Dan Ives. The tech giant's second-quarter earnings beat expectations, but its stock fell slightly ahead of Wednesday's opening bell.

Microsoft's valuation could surge $350 billion with AI creating a 'golden opportunity' for the tech giant, Wedbush says

Tech titans Google and Microsoft announced better-than-expected earnings on Tuesday as the frenzy over artificial intelligence stokes investor excitement and breathes a new life into the sector.

Microsoft, Google beat earnings expectations amid AI frenzy

Microsoft Corporation (NASDAQ:MSFT) stock pulled back 4% ahead of Wednesday's open as traders' enthusiasm waned upon closer consideration of last night's superficially upbeat earnings. AI was the watchword as Microsoft's investment in ChatGPT-owner OpenAI began to bear fruit, and, indeed, the initial integrations into Bing search and Skype seem to caught the interest of the market.

Microsoft stock slips back in Wednesday's premarket trading

Microsoft Corporation (NASDAQ:MSFT ) Q4 2023 Earnings Conference Call July 25, 2023 5:30 PM ET Company Participants Brett Iversen - General Manager, IR Satya Nadella - Chairman & CEO Amy Hood - EVP & CFO Conference Call Participants Keith Weiss - Morgan Stanley Brent Thill - Jefferies Mark Moerdler - Sanford C. Bernstein & Co. Kasthuri Rangan - Goldman Sachs Group Aleksandr Zukin - Wolfe Research Mark Murphy - JPMorgan Chase & Co. Karl Keirstead - UBS Kirk Materne - Evercore ISI Operator Greetings, and welcome to the Microsoft Fiscal Year 2023 Fourth Quarter Earnings Conference Call.

Microsoft Corporation (MSFT) Q4 2023 Earnings Call Transcript

Investors who may have gotten ahead of their skis on artificial intelligence heard some sobering words from Microsoft Corp. on Tuesday, as its top executives reminded them that the payoff from AI will take some time, while spending will increase.

Microsoft's AI payday will take time, and investors need to be patient

Microsoft might not be the market leader in cloud infrastructure, but CEO Satya Nadella believes the company does have a leg up in cloud-based AI workloads.

Microsoft is 'in the lead' with new cloud-based A.I. workloads, CEO Nadella says

The tech giants at the forefront of the AI race show recovering growth in their core businesses.

Google and Microsoft Paying Big to Play in AI

Microsoft (MSFT) came out with quarterly earnings of $2.69 per share, beating the Zacks Consensus Estimate of $2.54 per share. This compares to earnings of $2.23 per share a year ago.

Microsoft (MSFT) Surpasses Q4 Earnings and Revenue Estimates

Snap

Texas Instruments

Visa

While Alphabet is trading +6% on its earnings news, Snap is down big: -18% as of this hour.

Cavalcade of Earnings: MSFT, GOOGL, SNAP & More

Microsoft Corp.'s MSFT, +1.70% LinkedIn has laid off nearly 200 workers in the San Francisco Bay Area, according to a published report Tuesday in the San Jose Mercury News. The social-media business site had imposed belt-tightening measures in recent months, including a significant reduction in business travel.

LinkedIn sheds nearly 200 in Bay Area job cuts: report

Apple

Boeing

The best long-term stocks are the kind of investment you can buy and forget about almost immediately. The stock market is filled with chatter about how different events might impact long-term prospects.

If You Can Only Buy 1 Long-Term Stock, It Better Be One of These Names

Company's $56.2bn revenue beat Wall Street expectations but slowing growth for cloud service Azure proved to be a dampener

News for Microsoft Stock (MSFT)