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

Amazon

Alphabet

Google, Microsoft, Amazon, Meta Pledge to Make AI Safer and More Secure

Apple

UnitedHealth Group

Visa

Here are five stocks to consider in the new bull market: Microsoft, Apple, UnitedHealth Group, Visa, and Alphabet. These companies generally have strong net cash positions, significant free cash flow, and the potential for substantial growth. They are key components within the stylistic area of large cap growth. We like these ideas, including big cap tech and large cap growth, much more than high yield equities such as mortgage REITs and master limited partnerships.

5 Stocks For A New Bull Market

NVIDIA

Snap

Tech stocks have been standout performers in the market this year. Driving this momentum has been a combination of favorable developments on the macro front, primarily growing clarity surrounding the Fed's tightening cycle, optimism about the impact of artificial intelligence (AI) that some view warily as reminders of the late 1990s, and an emerging sense that the worst of Tech spending headwinds is either behind us or close to that stage.

Will Big Tech Earnings Keep the Rally Going?

Earnings season is well underway, with a wide variety of companies delivering quarterly results daily. The major banks came out and posted solid results, kicking off the period positively.

Mega-Cap Tech Earnings Looming: Buy or Sell?

Baidu

The S&P 500 has delivered strong returns in the first half of 2023, with a year-to-date increase of over 15%. While positive economic factors such as lower inflation and a resilient labor market support continued growth, challenges remain, including elevated inflation and the possibility of a recession.

3 Top Stocks I'm Buying Right Now

Among mega-cap tech stocks, one of the more impressive movers this year has undoubtedly been Microsoft (NASDAQ: MSFT ). Shares of MSFT stock are up approximately 45% on the year.

Goldman Sachs Thinks Microsoft (MSFT) Stock Can Zoom to $400

Snowflake

In the modern business landscape, change is not just constant, but rapid and radical. With disruptive technologies, we see a seismic shift in conceptualizing productivity.

2 AI Stocks Shaping the Tech Sector

While many investors have been focused on how the AI revolution will benefit Azure and Bing, it will also boost Microsoft's most profitable segment through Microsoft 365 advancements. 365 Copilot could indeed become a profitable revenue juggernaut for investors thanks to strong pricing power. However, competition from a powerful rival may undermine Microsoft's opportunities.

Microsoft: Bull Case Just Got Stronger With Copilot

Activision Blizzard

The US Federal Trade Commission is suspending its attempt to block Microsoft's buyout of video gaming giant Activision Blizzard, a legal filing showed.

US regulator backs off Microsoft-Activision challenge

The Federal Trade Commission (FTC) has paused its in-house legal challenge to Microsoft's $69 billion acquisition of gaming developer Activision Blizzard, allowing for potential settlement talks. In an order on Thursday, FCT secretary April J.

FTC hits pause on in-house legal challenge to Microsoft-Activision Blizzard merger

The White House said Friday that it had voluntary commitments from seven U.S. companies meant to ensure their AI products are safe before they release them. WASHINGTON (AP) — Amazon, Google, Meta, Microsoft, and other companies that are leading the development of artificial intelligence technology have agreed to meet a set of AI safeguards brokered by President Joe Biden's administration.

OpenAI, Microsoft, Google, and Meta agree to add AI safeguards

Seven leading AI companies – ChatGPT developer OpenAI, Amazon, Anthropic, Alphabet's Google, Inflection, Meta Platforms and Microsoft –have made commitments to the US government to "manage the risks" posed by the new technology.  The White House said the commitments will apply immediately and "underscore three principles that must be fundamental to the future of AI – safety, security, and trust – and mark a critical step toward developing responsible AI".

ChatGPT owner OpenAI, Microsoft, Meta, Google commit to ensure AI products are safe

Microsoft, Alphabet and OpenAI agree eight measures in effort to encourage responsible practices around fast-moving technology

Top tech firms commit to AI safeguards amid fears over pace of change

Advanced Micro Devices

Salesforce

Intel

Match Group

Micron Technology

Netflix

Super Micro Computer

Tech stocks are still outperforming the S&P 500 this year, amid an artificial intelligence-fueled resurgence, but as quarterly earnings started in earnest this week, investors are being reminded that AI is not going to become an immediate or a major revenue contributor for most companies for some time.

Despite hype, tech earnings still won't show many results from AI yet

Teladoc

Teladoc And Microsoft's Expanded Strategic Partnership Is A Powerful AI Combo

The world's biggest artificial intelligence (AI) companies are slated to visit the White House on Friday and discuss non-binding safety commitments with US President Joe Biden.

Top AI Firms to Meet With US Gov. Over Safety Commitments

Microsoft Corp. is gearing up for one of its “most interesting” earnings reports in a while, a Wolfe Research analyst says, but he has a feeling the events of the present day could soon seem like small potatoes.

It's Microsoft's most consequential earnings in ages — but the future is even brighter

The FTC said it is pausing its in-house trial against Microsoft's $75 billion takeover of game developer Activision Blizzard, another signal that the deal is winning over regulators.

FTC Withdraws Case Against Microsoft-Activision Deal

The Biden administration strikes a deal with the biggest U.S. technology companies to manage the risks posed by artificial intelligence.

Microsoft, Google, Meta, and Amazon Make AI Safety Pledges to White House

Microsoft's $69 billion deal of Activision Blizzard is inching closer as the FTC pauses its in-house case but the U.K. regulator said Friday it still want concessions.

Microsoft-Activision Deal Gets a Boost From the FTC. U.K. Regulator Still Holds Out.

C3.ai

Nvidia has been arguably the biggest winner in the AI boom. C3.ai shares have popped despite little growth.

The Market Is Rebounding, and These 3 AI Stocks Are Leading the Way. Are They Still Buys?

Meta's offering its LLaMA 2 large language model free for commercial use to the open-source community. The move could accelerate progress already made in catching up to Google and OpenAI.

Meta's Audacious Plan to Catch Up to Google and Microsoft in Generative AI

Microsoft is taking the lead in AI and is diversified across a range of businesses. Alphabet is significantly cheaper than Microsoft and is generating more cash flow.

Better Bull Market Buy: Microsoft vs. Alphabet Stock

WASHINGTON (AP) — Amazon, Google, Meta, Microsoft and other companies that are leading the development of artificial intelligence technology have agreed to meet a set of AI safeguards brokered by President Joe Biden's administration.

Tech giants including Microsoft and Google agree to White House AI safeguards

Big tech companies are adopting voluntary guidelines, such as watermarking artificial content.

News for Microsoft Stock (MSFT)