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

Apple

Amazon

Alphabet

Top EU judge expects a wave of litigation from tech giants against new tech law

OpenAI's imminent release of a powerful AI model, GPT-4, could give its backer Microsoft Corp. even more of an edge in human-like technology over rival Alphabet Inc.'s Google, one Wall Street firm concluded Thursday.

Microsoft's Bing GPT-4 offers ‘rare opportunity for market share gains'

The tech company's close relationship with ChatGTP developer OpenAI should be an advantage over its peers, according to analysts at Oppenheimer.

Why Microsoft's Latest AI Features Will Be Tough for Google, Other Rivals to Match

Activision Blizzard

Microsoft Corp has offered remedies in an attempt to gain EU antitrust approval for its $69 billion acquisition of Activision , a European Commission filing showed on Friday.

Microsoft offers EU remedies seeking OK on Activision deal

The software company announced an AI upgrade for Word, Excel, PowerPoint, Outlook and Teams.

Microsoft Adds the Tech Behind ChatGPT to Its Business Software

One area of the market that has performed well YTD, and held up over the last month is Tech

3 Big Tech Stocks are Holding Up the Entire Market

NEW YORK — Microsoft is infusing artificial intelligence tools into its Office software, including Word, Excel and Outlook emails.

Microsoft adds AI tools to Office apps like Outlook, Word, Excel

Advanced Micro Devices

QUALCOMM

A prominent semiconductor sector analyst sees a bottom nearing in the PC, smartphone, and consumer electronic markets. Microsoft showed how it will incorporate ChatGPT-4 into its Office suite.

Why Microsoft, Advanced Micro Devices, and Qualcomm Were Surging Today

Satya Nadella opened the Microsoft (NASDAQ: MSFT ) event on Thursday, remarking on a convergence that has been a long time coming, “a symbiotic relationship between humans and computing.” The CEO was opening up one of Microsoft's biggest events and presenting one of its biggest business gambles of the year — artificial intelligence (AI).

Microsoft Copilot Shows Big Tech's Vision for AI in the Workplace

Brookfield Renewable Partners

Brookfield Infrastructure

Blackrock Inc

Canadian Natural Resources

Disney

Enbridge

Fortis

Gentex

Home Depot

Kinder Morgan

Magna International

Royal Bank of Canada

Starbucks

SPDR S&P 500 ETF Trust

TELUS

Texas Instruments

Visa

V.F.

At the end of February, we performed our “spring clean-up” in our model portfolios with several trades. My biggest problem with Enbridge is not the dividend safety but rather the growth potential.

Spring Clean-Up And Smith Manoeuvre Is Back! - February Dividend Income Report

Current AI technologies like ChatGPT can often produce inaccurate responses, which presents a problem as Microsoft adds AI to Word, Excel, and other products.

Microsoft tries to justify AI's tendency to give wrong answers by saying they're 'usefully wrong'

New AI software could revolutionize Office apps, but stakes are much higher.

Microsoft Can't Afford Turbulence from New Copilot

Microsoft also unveiled a new "business chat" experience that can pull data and perform tasks across applications on a user's written command.

Microsoft adds ChatGPT technology to Word, Excel, office software

Microsoft has revealed an AI "copilot for work" that can write your emails and allow you to catch up on skipped meetings.

Microsoft reveals AI 'copilot for work' that can write your emails and let you skip meetings

Capping an epic week in generative AI, Microsoft released Copilot 365, combining LLMs like GPT-4 with Microsoft 365 apps and Graph data.

Microsoft announces generative AI-powered Copilot 365 to ‘change work as we know it'

Microsoft 365 Copilot will work in apps like Word, Excel, PowerPoint, Outlook, Teams and more.

Microsoft Introduces AI-powered 'Copilot' for Word, Outlook and More

Microsoft on Thursday outlined its plans to bring artificial intelligence to its most recognizable productivity tools, including Outlook, PowerPoint, Excel and Word, with the promise of changing how millions do their work every day.

Microsoft is bringing ChatGPT technology to Word, Excel and Outlook

During an AI-focused press event today, Microsoft unveiled Microsoft 365 Copilot, its latest push to embed its suite of productivity and enterprise apps with AI.

Microsoft 365 gets a host of new AI-powered features

Microsoft Corp on Thursday trumpeted its latest plans to put artificial intelligence into the hands of more users, answering a spate of unveilings this week by its rival Google with upgrades to its own widely used office software.

Microsoft unveils AI for its office suite in increased competition with Google

Microsoft is a major equity partner of OpenAI, the company who has created ChatGPT, and their stock price has gained 6.5% so far this week.

Microsoft Stock Rallies As Next Generation ChatGPT-4 Is Released

Microsoft plans to improve its Office 365 suite of business software with ChatGPT-like generative A.I. tech.

Microsoft to improve Office 365 with ChatGPT-like generative A.I. tech

Harnessing the power of AI, Microsoft 365 Copilot turns your words into the most powerful productivity tool on the planet REDMOND, Wash. , March 16, 2023 /PRNewswire/ -- On Thursday, Microsoft Corp. announced it is bringing the power of next-generation AI to its workplace productivity tools with Microsoft 365 Copilot.

Introducing Microsoft 365 Copilot: your copilot for work

Rise in the sector coincides with decline in government bond yields and hopes for a Fed pivot.

Tech Stocks Appear to Be a Haven From the Banking Crisis, for Now

An artificial intelligence developer the company is involved with just announced a new product. This will surely be incorporated into the tech giant's programs and other offerings.

Why Microsoft Stock Jumped While the Market Slumped Today

Adobe

Dollar General

Last week ended with a bang and this week started with one. The regional banking crisis has reintroduced a wave of volatility into the financial system, something we're seeing all across the board.

News for Microsoft Stock (MSFT)