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

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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

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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 will seek to capitalize on the intense interest in artificial intelligence at work with a significant price hike for businesses that decide to use its Microsoft 365 Copilot capabilities when they're broadly released.

Microsoft sees ‘massive' economic opportunity in AI; stock nears record on business pricing news

Microsoft (MSFT) introduces a more affordable subscription tier for Xbox Game Pass, which replaces the existing Xbox Live Gold subscription.

Microsoft (MSFT) Introduces Affordable Tier for Xbox Game Pass

Microsoft goes beyond OpenAI, makes Meta's new A.I. model available to Azure customers

Microsoft will charge users an additional $30 per month for the use of generative AI with tools like Teams, Excel and Word.

Microsoft stock pops 5% after it announces $30 per month A.I. subscription for Microsoft 365

Microsoft Corp. MSFT, +4.73% plans to release a new version of Meta Platforms Inc.'s META, -0.07% AI language model that will make the software available to companies for the first time. Meta's AI model, called Llama 2, will be free and available to developers building software on Microsoft's Azure cloud-computing platform, the companies said in a statement announcing the partnership Tuesday.

Microsoft and Meta team up on AI language model for commercial use

Users can now take or upload a photo to Bing Chat and ask for more information on it via desktop or the Bing app.

Microsoft's Bing Chat A.I. bot now lets you search using images

Bing Chat, Microsoft's AI-powered chatbot experience, is heading to the enterprise. At its annual Inspire conference, Microsoft unveiled Bing Chat Enterprise, a version of Bing Chat with business-focused data privacy and governance controls.

Microsoft brings Bing Chat to the enterprise

SAN FRANCISCO--(BUSINESS WIRE)--BetterUp®, the human transformation company, today announced a partnership and integration with Microsoft Viva, the employee experience platform, to bring tools for personalized insights and performance improvement into the workplace. Starting next month, millions of Microsoft Viva users will have access to BetterUp through dynamic science-backed journeys designed to help people uncover greater purpose, performance, productivity, and well-being. The BetterUp expe.

BetterUp Partners with Microsoft Viva to Drive Peak Performance and Well-Being for Millions in the Workplace

The Federal Trade Commission (FTC) requested information regarding OpenAI's data and technology. Some individuals allege that OpenAI is using copyrighted material to train its AI chatbot.

Here's What to Expect from the FTC's Investigation Into OpenAI

Teladoc

Teladoc says the integration of Microsoft's AI technology will automate the creation of clinical documentation during virtual exams.

Teladoc Turns to Microsoft's AI for Healthcare Automation

Teladoc (NYSE: TDOC ) stock is on the move Tuesday as the company expands its Microsoft (NASDAQ: MSFT ) AI partnership. According to a press release, Teladoc plans to work with Microsoft to enhance its Teladoc Health Solo platform.

TDOC Stock Alert: Teladoc Doubles Down on Microsoft AI Partnership

CrowdStrike

Palo Alto Networks

Zscaler

Microsoft announced new security products -- ironically, the same day it revealed a breach. Cybersecurity companies can't match Microsoft's distribution, but are often able to create better solutions.

Microsoft Announces New Cybersecurity Products, but Are Small Security Software Stocks Really in Trouble?

Teladoc Health Inc. shares TDOC, +0.77% were moving more than 6% higher in Tuesday's premarket action after the telehealth company said it has expanded its partnership with Microsoft Corp. MSFT, +0.14% Teladoc “is furthering its collaboration with Microsoft” by “working together” on integrating Azure and Nuance artificial-intelligence tools into its platform. “We are focused on using AI to reassert and build the doctor-patient relationship at a time when technology frequently does the opposite,” Vidya Raman-Tangella, Teladoc's chief medical officer, said in a release.

Teladoc's stock pops as company partners with Microsoft on AI

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat, Inc., the world's leading provider of open source solutions, today announced advancements to Red Hat JBoss Enterprise Application Platform (JBoss EAP) on Microsoft Azure, including new consumption models and clustering features. JBoss EAP on Microsoft Azure enables customers to modernize and deliver existing Jakarta EE applications and build new ones with greater speed and efficiency on a fully-managed cloud platform. With multiple ways to use JBoss EAP.

Red Hat Expands Capabilities of JBoss Enterprise Application Platform Offerings on Microsoft Azure

Teladoc Health is expanding a partnership with Microsoft to use the tech giant's artificial intelligence services to automate clinical documentation on its telehealth platform.

Teladoc Health expands Microsoft tie-up to automate documentation with AI

Sony

Activision Blizzard

Call of Duty, one of the biggest and most successful gaming franchises ever, is owned by Activision, which Microsoft is set to take over.

Bitter Rivals Microsoft And Sony Agree On 10-Year Call Of Duty Deal

Apple

NVIDIA

Adobe

Cisco Systems

Intel

Melius Research started coverage of Nvidia, Microsoft and Apple with Buy ratings on their AI potential but were more skeptical about Google-parent Alphabet.

Nvidia, Microsoft, Apple and 4 More Stocks to Play AI. Why Alphabet Misses Out.

Warren Buffett's Berkshire Hathaway Inc (NYSE:BRK.A) cut a large portion of its stake in Activision Blizzard Inc (NASDAQ:ATVI) as approval of its merger with Microsoft Corporation (NASDAQ:MSFT) edges closer. The Nebraska-based company now only owns 1.9% of the video game publisher, according to a filing by Activision on Monday.

Warren Buffett cuts Activision stake as Microsoft deal edges closer

Apple's payout ratio is impressively low, at just 16%. Microsoft has been paying dividends to shareholders every year since 2003.

Apple vs. Microsoft: Which Is the Better Dividend Stock?

The tech giant wants to extend the contract for its $69 billion acquisition of the videogame company, which is due to expire on Tuesday, Reuters reported.

Microsoft Looks to Extend Activision Blizzard Deal Deadline: Report

Microsoft's shares have delivered a total return of 109% in two years, outpacing the broader market's 48%, with the company's stability and presence across the tech landscape making it a strong choice for growth portfolios. Microsoft is well-positioned to benefit from the growth of artificial intelligence, with its Azure platform set to play a pivotal role in future AI systems and potentially generate $150B in annual revenue. Despite potential short-term margin contraction due to increased capital expenditure, Microsoft is expected to see significant top-line growth.

Microsoft: Still The Cornerstone Of A Great Portfolio

The Activision investment was a form of arbitrage, with Buffett viewing investors as too pessimistic that regulators would approve combining Microsoft's Xbox gaming console business with the publisher of the "Call of Duty" and "Candy Crush" franchises.

Warren Buffett cut Activision stake before US judge approved Microsoft merger

Shares of Activision Blizzard Inc. ATVI, +3.39% surged 3.5% in afternoon trading Monday, putting them on track to close at a two-year high, in the wake of Microsoft Corp.'s MSFT, +0.04% announcement over the weekend that the videogame maker's “Call of Duty” game will remain available on Sony Corp.'s SONY, +1.43% 6758, -1.08% PlayStation gaming platform after Microsoft's acquisition of Activision closes. Microsoft's stock was little changed, while Sony's U.S.-listed shares climbed 1.5%.

Activision's stock surges toward a 2-year high, after Microsoft agreement with Sony's PlayStation

European Union antitrust authorities will reportedly investigate Microsoft to determine if it unfairly bundled its Teams video conferencing app with its Office service.

EU prepares to probe Microsoft for ‘unfair bundling' of Teams with Office: report

Microsoft (MSFT) and Sony sign a deal to keep Call of Duty video game series on PlayStation consoles as its planned acquisition of Activision Blizzard appears closer to completion.

News for Microsoft Stock (MSFT)