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

Accenture Plc

Applied Materials

Amphenol

Costco

Graco

Home Depot

Jack Henry & Associates

Lowe's

Mastercard

Monolithic Power Systems

Northrop Grumman

Roper Technologies

Charles Schwab

Sherwin-Williams

Texas Instruments

Visa

Vanguard Dividend Appreciation ETF

There are 18 stocks on my dividend growth watchlist for March 2023. More than half of the stocks on my watchlist for this month are currently undervalued based on dividend yield theory.

Dividend Growth Stock Watchlist - March 2023

Microsoft gave layoff notices to another 689 people at its Redmond, Wash., headquarters and nearby cities, according to a filing made public by the Washington state Employment Security Department on Monday afternoon.

Filings: Microsoft job cuts in Seattle area reach 2,184 people, as part of 10,000 layoffs globally

Microsoft is venturing further into artificial intelligence (AI) with a series of new business tools. The software giant debuted Monday (March 6) its Dynamics 365 Copilot tool, the latest example of Big Tech putting its AI efforts center stage.

Microsoft Offers Businesses an AI-Powered Assistant

"Within US Software, MSFT is our Top Pick," Credit Suisse said. It expects the tech giant to add $40 billion in revenue in the coming years.

Microsoft is the market's top software stock because OpenAI offerings like ChatGPT will juice profits over the next 5-plus years, Credit Suisse says

In addition to AI-related growth catalysts, Microsoft's core business has all the chances to create additional shareholder value as well. If the macroeconomic environment continues to improve while the dollar weakens, then Microsoft would be able to continue to grow its business at an aggressive rate in the following quarters.

Microsoft: Fortunes Will Be Made

Microsoft said its new AI tool can help eliminate mundane business tasks.

Microsoft Launches AI-Incorporated Business Tool

Microsoft Corp on Monday bundled the technology behind ChatGPT with its Power Platform that allows users to develop applications with little or no coding, the latest integration of artificial intelligence into its products.

Microsoft expands ChatGPT integration to more developer tools

Microsoft today introduced what it's calling the “next generation” of AI product updates across its business apps portfolio. They touch on both Power Platform, Microsoft's set of low-code tools for building apps and workflows, and Dynamics 365, the company's suite of enterprise resource planning (ERP) and customer relationship management (CRM) tools.

Microsoft brings an AI-powered Copilot to its business app suite

GE HealthCare Technologies Inc

Medtronic

NVIDIA

Healthcare AI stocks are on the rise with the introduction of AI-based solutions. These solutions allow companies to improve operations and cut costs using artificial intelligence.

4 AI Stocks That Are Revolutionizing Healthcare

Microsoft's Satya Nadella called voice assistants like Cortana 'dumb' as the firm cashes in on the AI hype through its new ChatGPT-like Bing.

Microsoft CEO Satya Nadella said voice assistants like Siri, Alexa, and Cortana were 'dumb as a rock'

Amazon

Global X Cybersecurity ETF

CrowdStrike

Cisco Systems

CyberArk Software

Fortinet

Alphabet

iShares North American Tech-Software ETF

KnowBe4

Okta

Palo Alto Networks

Ping Identity Holding Corp

Rapid7

Zscaler

Cybersecurity stocks have underperformed vs. the S&P 500.

Cybersecurity Stocks To Watch As Earnings, 2023 Guidance Roll In

Adobe

Alphabet has multiple growth drivers, including Google Cloud, AI, and quantum computing. Amazon faces some near-term headwinds but now could be a once-in-a-generation buying opportunity for the stock.

Nasdaq Bear Market: 3 Unstoppable Stocks Still Down 37% or More That You'll Regret Not Buying on the Dip

Eli Lilly

NextEra Energy

Unilever

Generally, a perception exists that supporting environmental, social, and governance ( ESG ) initiatives may lead to expansion and profitability erosion, though the enthusiasm toward the following high-growth ESG stocks would beg to differ. Increasingly, society has become aware of gross inequities in the sociological and environmental realms.

7 High-Growth Stocks for ESG-Oriented Investors

Apple's stock is one of the most consistently rising tech stocks on the market. Meanwhile, Microsoft's diversified business model makes it a safe bet.

3 Growth Stocks That Are Screaming Buys in March

Caterpillar

Comcast

Ontario Teachers' Pension Plan exited its investment in Caterpillar stock, sold Microsoft, and bought Comcast and Visa in the fourth quarter.

Giant Pension Sells Caterpillar and Microsoft Stock, Buys Comcast and Visa

Snowflake stock has attracted investment from Warren Buffett's Berkshire Hathaway. Large, high-spending organizations continued to flock to the company's Data Cloud during fiscal 2023.

Amazon, Microsoft, and Alphabet Have Partnered With This Cloud Stock. Here's Why It's a Buy Now

Intuitive Surgical

Raytheon Technologies

The search for the top AI stock is on. Companies involved in artificial intelligence are at the forefront of a rapidly growing industry.

What Is the Best AI Stock to Buy Now? Our 3 Top Picks

C3.ai

Arista Networks

American Express

GitLab

Novo Nordisk

Royal Caribbean Cruises

Arista Networks, which keeps popping up on lists of top AI stocks, leads this weekend's watch list of 5 stocks near buy points. The post AI Stock Headlines 5 Leaders Flashing Buy Signals As Market Rally Gains Steam appeared first on Investor's Business Daily.

AI Stock Headlines 5 Leaders Flashing Buy Signals As Market Rally Gains Steam

News for Microsoft Stock (MSFT)