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

Alphabet

Global X Artificial Intelligence & Technology ETF

QuantumScape

Toyota Motor

It certainly feels like we've entered a period of rapid change overall. The economy remains volatile as traditional systems continue to be in flux.

The 3 Top Emerging Technologies to Invest in for the Next 5 Years

C3.ai

Upstart Holdings

The popularity of artificial intelligence has surged since the launch of ChatGPT in November 2022, which was developed by the AI startup OpenAI. This has resulted in the company being valued at $29 billion due to increased demand for its AI technology.

The 3 AI Stocks You Need to Own Now for Maximum Returns

Advanced Micro Devices

Amazon

Salesforce

NVIDIA

Shoe Carnival

AI is happening. It's about to change the world and will cause a boom in productivity unlike any we've seen.

Don't Get Burned By The AI Boom

Apple

The five biggest stocks on the S&P 500 are now worth nearly $9 trillion – or almost 25% of the benchmark index.  Those companies include Apple, Microsoft, Alphabet, Amazon, and Nvidia.

Apple, Microsoft, and 3 other stocks are now worth nearly $9 trillion – or almost 25% of the S&P 500

Are AI Stocks in a Bubble That's About to Burst?

Artificial intelligence will be a $800 billion market opportunity over the next decade, Wedbush says. Microsoft, Google-parent Alphabet, and other Big Tech companies are set to benefit, Dan Ives says.

ChatGPT will spark an $800 billion AI arms race between Microsoft, Google, and other tech giants, Wedbush says

Activision Blizzard

The technology giant's proposed $69 billion takeover is the biggest test so far for the U.K. as an independent regulatory authority after Brexit.

Microsoft's Activision Deal Has Split Regulators. That's Bad for Big Tech.

Megacap technology stocks have dominated the U.S. stock market performance this year, powering the Nasdaq Composite to a new nine-month high this week as investors have loaded up on them in a “safe-haven play” on concerns over a potential recession, a federal debt-ceiling breach and more stress in regional banks.

Megacap tech stocks out of control? Big Tech still has the power to extend the rally and weather an economic storm, analysts say

Microsoft said Friday that China has unconditionally approved its plan to buy video game company Activision Blizzard, even as the deal still faces antitrust opposition in the U.S. and United Kingdom.

Microsoft says China approves its plan to buy video game-maker Activision Blizzard

Apple and its compatriots have returned an average of 50% in 2023, accounting for roughly 80% of the S&P 500's 8% gain.

The 5 Stocks That Rule This Market—and Make Investors Nervous

Microsoft's chief marketing officer told employees to bump the stock price for raises, Fortune reported. Earlier this month, Microsoft told salaried employees they wouldn't receive raises.

Microsoft exec tells workers the best way to get a raise is to boost the company's stock price. It's already up 33% this year.

Dynatrace Inc

ServiceNow

Smartsheet

Workday

Growth stocks in the enterprise software group are on watch as business processes transition to automation. The post AI Powers Enterprise Software Stocks; Some Near Buy Points appeared first on Investor's Business Daily.

AI Powers Enterprise Software Stocks; Some Near Buy Points

A meteoric rise in interest around artificial intelligence (AI) and related investments, has created a small bubble by historical measures, but one that's still at risk of popping.

AI is a ‘baby bubble'

Deutsche Telekom AG

Orange

Telefonica SA

The EU telecoms regulators' group BEREC on Friday criticised a push by telecoms providers to get Big Tech to help pay for the rollout of 5G and broadband in Europe, saying it doubted whether such a move would help the bloc meet its connectivity targets.

EU telecoms regulators' group criticises forcing Big Tech to pay 5G rollout

A Franklin Templeton fund is outperforming 96% of peers with big bets on artificial intelligence. Nvidia, ASML Holding, and Microsoft are among the fund's top holdings, according to Bloomberg.

Fund manager outperforming 96% of peers bets big on AI with Nvidia and Microsoft but avoids Apple, Alphabet and Meta

Twitter is accusing Microsoft of abusing its data access privileges to its platform, in the latest sign of the social network's owner Elon Musk igniting a feud between the two tech companies.

Twitter accuses Microsoft of refusing to pay for tweets and abusing its data access

Apple and Microsoft are likely shoo-ins, with only modest expansion needed to achieve this threshold. Alphabet and Amazon have a clear path, but it will require a return to historic growth rates.

Prediction: These 5 Growth Stocks Will Be Worth Over $2 Trillion by 2033

Elon Musk's lawyer wrote to Microsoft's CEO on Thursday, per the New York Times. The Verge's copy of the letter shows a dispute over Microsoft's use of Twitter's API.

Elon Musk's lawyer sent a letter to Microsoft accusing it of misusing Twitter's data after retrieving 26 billion tweets in a year

Microsoft recently invested $10 billion into ChatGPT's maker, OpenAI. Upstart has been a pioneer in AI-based lending.

3 Companies to Consider If You're Looking to Add AI Stocks to Your Portfolio

Twitter Inc (NYSE:TWTR) lawyers have accused Microsoft Corporation (NASDAQ:MSFT) of abusing a deal to use data from the social media platform in the development of apps.According to a letter from Elon Musk's lawyer Alex Spiro, “Microsoft may have been in violation of multiple provisions of the agreement for an extended period of time”. Twitter alleged that Microsoft had ignored limits on the use of its free application programming interface (API) to develop products on the Xbox One game console, Bing search engine and Azure cloud platform, among others.

Twitter and Microsoft clash over alleged abuse of data access

A lawyer for Twitter owner Elon Musk accused Microsoft of misusing the service's data and demanded an audit from the software giant.

Twitter accuses Microsoft of misusing its data, foreshadowing a possible fight over AI

Algonquin Power & Utilities

Brookfield Renewable Partners

Brookfield Infrastructure

Blackrock Inc

Canadian Natural Resources

Disney

Fortis

Gentex

Home Depot

Magna International

Royal Bank of Canada

Starbucks

SPDR S&P 500 ETF Trust

Toronto-Dominion Bank

Each month and each quarter doesn't necessarily bring a comparable level of excitement. The best thing to do with your portfolio is often not to do anything. That's what I did last month, and this is what I will do for most of 2023.

Sometimes, Investing Isn't Exciting - April Dividend Income Report

Twitter wrote a letter to Microsoft on Thursday, claiming the software company is using its data in unauthorized ways.

Read the letter: Twitter accuses Microsoft of using its data in unauthorized ways

Elon Musk has publicly criticized Microsoft in recent months.

Twitter Says Microsoft May Have Violated API Policies

Twitter Inc has alleged that Microsoft Corp violated an agreement over using the social media company's data, according to a letter seen by Reuters on Thursday.

News for Microsoft Stock (MSFT)