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

We expect the revenues to top the consensus estimates and earnings to match (just above) the expectations.

What To Expect From Microsoft Stock In Q3?

CrowdStrike

Microsoft's cybersecurity business is growing at a rapid clip thanks to superior technology. CrowdStrike is expanding its top line as well as its subscriber base at an impressive pace.

2 Compelling Cybersecurity Stocks That Could Soar in the Coming Months

Expands existing Azure Center of Excellence with AI-based Modern Workplace solutions PUNE, India and SANTA CLARA, Calif. , April 21, 2023 /PRNewswire/ -- Persistent Systems (BSE: PERSISTENT) (NSE: PERSISTENT), a global Digital Engineering provider, has announced the launch of a dedicated employee experience practice, based on the powerful Microsoft Viva platform and Generative AI.

Persistent Establishes Dedicated Microsoft Viva Practice Integrated with Generative AI

Elon Musk and Microsoft (NASDAQ: MSFT ) have become embroiled in a battle over Twitter's relationship with Microsoft's advertising platform. In early trading today, MSFT stock is falling 1%.

MSFT Stock Alert: Why Elon Musk Just Threatened to Sue Microsoft

Twitter owner Elon Musk has threatened to sue Microsoft over “illegal” use of the platform's data. On Wednesday (April 19), Twitter's in-house news account said that Microsoft's advertising platform would stop supporting Twitter due to the social media company's requirement for payment for API access.

Musk Says It's ‘Lawsuit Time' for Microsoft in AI Spat

Microsoft's (MSFT) fiscal third-quarter 2023 performance is likely to have been aided by sluggish yet continued momentum in Azure cloud platform amid cost cuts and layoffs to sustain growth.

Slow Growth in Azure to Impact Microsoft's (MSFT) Q3 Earnings

Microsoft has kickstarted settlement discussions with European not-for-profit trade association Cloud Infrastructure Services Providers in Europe (CISPE), some six months after CISPE filed an antitrust complaint alleging that Microsoft was using its dominance in business software to tether customers to its Azure cloud platform.

Microsoft kickstarts settlement discussions with European cloud trade body over antitrust complaints

MINNEAPOLIS & CHICAGO--(BUSINESS WIRE)--AVI Systems, the largest global AV/UC systems integrator, today announced a new brand identity for its Magenium Solutions business, itself a global leader in Microsoft Teams deployments. The new brand identity takes effect immediately and will be seen across the www.magenium.com website and other related properties. The new logo design evolves the Magenium brand to remain strong on its own but be visually recognizable as part of the AVI Systems business.

AVI Systems Unveils New Brand and Visual Identity for Magenium, Its Microsoft Consulting Practice

ATLANTA--(BUSINESS WIRE)--CoreView, the #1 Microsoft 365 management platform and the only Platinum sponsor of the upcoming Microsoft 365 Conference, announced a record-breaking Q1 2023 as all functions of the company prepare for unprecedented growth. “The surge we are experiencing is a direct result of Microsoft bringing new, highly innovative solutions to market and a renewed focus on IT efficiency,” said Shawn Lankton, CEO of CoreView.

CoreView Prepares for Microsoft 365 Conference as Company Celebrates Market Momentum and Record-Breaking Quarter

Elon Musk has threatened to sue Microsoft for allegedly using Twitter data without permission.

'Lawsuit time': Elon Musk threatens to sue Microsoft

Alphabet

With ChatGPT Microsoft challenged Google's core business. At the same time, Google has silently become the market leader in the office productivity software segment. In this article, I share what I think of this big-tech battle.

Microsoft Vs. Google: Who Is Going To Win

Elon Musk, CEO of Twitter, has threatened to take legal action against Microsoft, accusing the tech giant of utilising the social media site's data without authorisation. Musk's tweet came in response to Microsoft's decision to remove Twitter from its corporate advertising platform, though he did not provide further details or evidence.

Twitter boss Elon Musk threatens legal action in spat with Microsoft

Microsoft announced Wednesday it was removing Twitter integration from its online advertising dashboard.

‘Lawsuit Time': Musk Feuds With Microsoft After It Drops Twitter From Advertising Platform

Disney

Lemonade

NVIDIA

Toyota Motor

With the sudden influx of protocols based on artificial intelligence, it's only natural to ask one question: which are the top AI leaders so that daring investors can profit? According to Grand View Research, the global AI market size reached a valuation of $136.55 billion in 2022.

7 Companies That Could Benefit from the Rise of Artificial Intelligence

Twitter CEO Elon Musk threatened Microsoft with a potential lawsuit on Wednesday, claiming the software giant used his company's data to train its AI.

Elon Musk threatens to sue Microsoft over using Twitter data for its A.I.

Microsoft has agreed to buy a $50 million parcel of land in southeastern Wisconsin meant for Foxconn after the world's largest electronics manufacturer failed to fulfill grandiose promises to build a massive facility that would employ thousands of workers.

Microsoft looks to buy $50m Foxconn parcel in Wisconsin

MADISON, Wis. (AP) — Microsoft MSFT, +0.08% has agreed to buy a $50 million parcel of land in southeastern Wisconsin meant for Foxconn after the world's largest electronics manufacturer failed to fulfill grandiose promises to build a massive facility that would employ thousands of workers.

Microsoft looks to buy $50 million Foxconn parcel in Wisconsin

When Microsoft reports earnings after the market closes on April 25, it could offer something of a Rorschach test for investors.  The Street expects revenue of $51.1 billion, 4% higher year-over-year, and earnings of $2.26 per share.

Microsoft earnings preview: bulls and bears can both make a compelling case

Coca-Cola

Blue chip stocks to watch in the stock market today.

2 Blue Chip Stocks For Your Mid-April 2023 Watchlist

Advanced Micro Devices

ASML Hld

NICE Ltd

Pegasystems

Synopsys

Artificial intelligence (AI) gets so much buzz, the skeptic in me says stay away from this investing theme. But that would be a big mistake, money managers tell me.

7 stocks tech sector experts say can profit from AI — and survive short-seller attacks

Fidelity MSCI Telecommunication Services Index ETF

iShares Global Telecom ETF

Invesco NASDAQ Internet ETF

Communication Services Select Sector SPDR Fund

Alphabet Inc shares took a beating on the news that Samsung may shift to Bing as the default browser on their devices. Already having a mixed review for their AI chatbot, Bard, Google is trying to integrate AI in their browser.

Alphabet Shares Slide As Samsung Considers Bing: ETFs in Focus

Activision Blizzard

Microsoft has been invited to showcase its products in 10 Downing Street on the same day that its $75bn takeover of games-maker Activision faces being blocked by British competition watchdogs.

Microsoft to showcase at No 10 as Activison ruling lands

Activision Blizzard: Navigating Uncertainty Of The Microsoft Deal And Future Growth Prospects

Amazon

Is AI showing the weakness of the cloud market?

AI Demand Straining Cloud Giants: Opportunity for On-Premises Data Centers?

Since the 1990s, investors have clung to big technology companies, and with good reason.

News for Microsoft Stock (MSFT)