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

Media executives want compensation for the use of their content in ChatGPT, Bing and Bard. Search companies say they will drive traffic to publishers.

Publishers Prepare for Showdown With Microsoft, Google Over AI Tools

Roblox

Catherine Wood (Trades, Portfolio)'s Ark Invest is fresh off a horrid year, with many of its innovation-focused funds now down more than 70% from their all-time highs. Despite the beating her funds took, Wood is continuing to take advantage of the plunge in tech stocks, adding to stakes in various growth names that the broader market has thrown in the towel on.

Catherine Wood Buys Microsoft and Roblox Amid Market Turbulence

American Express

In this article, we'll look at what stocks Democratic congressmen are buying. The reason?

3 Stocks Democratic Congressmen Are Quietly Buying Now

Alphabet's valuation is driven down by the potential for disruption from ChatGPT. Microsoft's diversification gives it an edge, and its partnership with OpenAI is a valuable advantage as well.

Better Buy: Alphabet vs. Microsoft Stock

Apple

Megacap technology stocks like Amazon.com Inc., Microsoft Corp. MSFT, +0.57% and Apple Inc. have outperformed the broader market by the widest margin in years following the collapse of Silicon Valley Bank and two other U.S. lenders.

Technology stocks like Microsoft and Apple are outperforming the S&P 500 by the widest margin in years

The combined weighting of Apple and Microsoft in the S&P 500 has risen to the highest level on record.

Apple, Microsoft Dominate U.S. Markets After FAANG Trade Fizzles

Apple, Microsoft, and Google parent Alphabet have been seen as safer stock plays, partly because of their huge amounts of cash.

Tech Was a Haven in the Banking Storm. Why the Rally Might Fade.

"The whole experience was stunning," Gates wrote. "I knew I had just seen the most important advance in technology since the graphical user interface.

Bill Gates says OpenAI's GPT is the most important advance in technology since 1980

A Microsoft app store could potentially pose a major threat to Apple, Morgan Stanley says.

Morgan Stanley: Microsoft App Store Could Bite Into Apple

ARK Web x.0 ETF

Microsoft has been closely tied to ChatGPT after it invested $10 billion into the chatbot's creator, Open AI, in January.

Cathie Wood catches up with the ChatGPT craze as Ark's internet fund snaps up Microsoft stock for the 1st time

Activision Blizzard

Microsoft Corp on Monday won dismissal of a private consumer antitrust lawsuit over its $69 billion proposed purchase of "Call of Duty" maker Activision Blizzard Inc , but the plaintiffs were given 20 days to refine their legal challenge.

Microsoft wins dismissal of gamers' suit over $69 bln Activision deal

Microsoft is working with OpenAI, the creator of Dall-E, to encourage "responsible use" of the AI image generator.

Microsoft's Bing Adds AI Image Creator Powered By Dall-E

Microsoft's new tool will use OpenAI's DALL-E to create text-prompted images.

Microsoft Bing now uses OpenAI's DALL-E A.I. to turn text into images

Microsoft ( MSFT , Financial) stock has stayed hot over the past few weeks, even as the failure of Silicon Valley Bank ( SIVB , Financial) caused broader markets to wobble. Indeed, Microsoft stock's rally seems unstoppable, thanks in part to its leading position in the so-called generative artificial intelligence (AI) race.

Microsoft Stock: Is There Too Much AI Hype Baked in?

With a market cap of more than $2 trillion, Microsoft is one of the largest companies in the world. It was number one at the peak of the dot-com boom too, so not much has changed in 22 years.

Microsoft's Secret to Trillion-Dollar Success: Roll With the Punches

Amazon

Disney

Amazon is venturing into the satellite internet market, set to rival SpaceX's Starlink. Meanwhile, Microsoft is steadily growing its position in the future of artificial intelligence.

Why Amazon, Microsoft, and Disney Are No-Brainer Buys Right Now

Morgan Stanley

Analysts at Morgan Stanley said that if Microsoft is able to launch its own app store, it would be an "immaterial risk" to Apple, but still a long-term threat.

Microsoft could eat up to 8% of Apple's App Store revenue in worst case scenario: Morgan Stanley

Microsoft is reportedly looking to build a gaming app store for mobile platforms, which might not bode well for the duopoly of Google and Apple app stores.

Microsoft's Pursuit of Market Dominance: Who's Next After Alphabet?

Nuance announced that it would use Microsoft's AI solutions for its healthcare products, and Midjourney, a popular AI image generator, announced a partnership with Google.

Microsoft and Google's AI Battle Continues: More Updates for Investors

Microsoft Corp on Tuesday rolled out an image creation feature for search engine Bing and browser Edge that will use the technology behind OpenAI's DALL-E to create pictures based on text prompts.

Microsoft rolls out image creator on Bing powered by OpenAI's technology

I think that the market is underestimating the scale of Microsoft's cybersecurity business and how much they are investing into the business. In this article, I will put Microsoft next to the nine largest pure play cybersecurity companies to understand the true scale of their revenue and R&D spend.

Microsoft: A Deep Dive Into Its Mammoth Cybersecurity Business

Microsoft today announced that its new AI-enabled Bing will now allow users to generate images with Bing Chat. This new feature is powered by DALL-E, OpenAI's generative image generator. The company didn't say which version of DALL-E it is using here, except for saying that it is using the “very latest DALL-E models.”

Microsoft brings OpenAI's DALL-E image creator to the new Bing

That's probably a headline you never expected to see Microsoft Corp (NASDAQ: MSFT) in, especially as we emerge from what was a brutal 2022 for tech, but it's true right now. Since the banking sector, long considered the safest of the safe, was shaken by the collapse of SVB, investors have been fleeing financials en masse and looking for safer stocks to leave their money in.

Microsoft Is The New Safe Haven

With low payout ratios and healthy balance sheets, Apple and Microsoft are both ideal dividend stocks. One stock is slightly more attractive than the other, but both look like attractive investments.

Battle of Dividend Stocks: Microsoft vs. Apple

Cathie Wood on Monday bought a stock she doesn't trade very much — Microsoft MSFT, -2.58%.

News for Microsoft Stock (MSFT)