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 business segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of Office Commercial (Office 365 subscriptions, the Office 365 portion of Microsoft 365 Commercial subscriptions, and Office licensed on-premises), Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, and Skype for Business, Office Consumer, including Microsoft 365 Consumer subscriptions, Office licensed on-premises, and other Office services, LinkedIn, including Talent Solutions, Marketing Solutions, Premium Subscriptions, Sales Solutions, and Learning Solutions, Dynamics business solutions, including Dynamics 365, comprising a set of intelligent, cloud-based applications across ERP, CRM, Customer Insights, Power Apps, and Power Automate, and on-premises ERP and CRM applications. The Intelligent Cloud segment consists of Server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub, Enterprise Services, including Enterprise Support Services, Microsoft Consulting Services, and Nuance professional services. The More Personal Computing segment consists of Windows, including Windows OEM licensing and other non-volume licensing of the Windows operating system, Windows Commercial, comprising volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings, patent licensing, and Windows Internet of Things, Devices, including Surface and PC accessories, Gaming, including Xbox hardware and Xbox content and services, comprising digital transactions, Xbox Game Pass and other subscriptions, video games, third-party video game royalties, cloud services, and advertising, Search and news advertising. 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

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.

Apple

NVIDIA

Led by the investment firm Thrive Capital, the new deal would value the artificial intelligence start-up at over $100 billion.

Apple and Nvidia in Talks to Invest in OpenAI

The U.S. AI Safety Institute on Thursday announced it had come to a testing and evaluation agreement with OpenAI and Anthropic. The agreement allows the institute to "receive access to major new models from each company prior to and following their public release.

OpenAI and Anthropic agree to let U.S. AI Safety Institute test and evaluate new models

Apple is in talks to invest in OpenAI as part of a new fundraising round that would value the ChatGPT maker above $100 billion, Wall Street Journal reported on Thursday, citing people familiar with the matter.

Apple in talks to join OpenAI funding round, WSJ reports

Apple AAPL 2.30%increase; green up pointing triangle is in talks to invest in OpenAI, a move that would cement ties to a partner integral to its efforts to gain ground in the artificial-intelligence race.

Apple in Talks to Join New OpenAI Funding Round

ARM Holdings PLC

Broadcom

Investors have had concerns that the pace of AI adoption might slow after a blistering run since early last year. These fears sent fair-weather investors to the sidelines in recent weeks, sending many AI-related stocks lower.

Why Artificial Intelligence (AI) Stocks Arm Holdings, Microsoft, and Broadcom Rallied on Thursday

Is the artificial intelligence stock market boom still wired or tired? Top AI stocks such as Microsoft, Apple and Nvidia face high expectations.

AI Stocks: Tech Giants, Cloud Titans Face 'Show Me' Moment

Microsoft's Q4 FY 2024 earnings report showed solid performance, but investor concerns over AI infrastructure investments and declining cloud growth led to a stock price dip. Despite short-term challenges, the company's long-term potential in AI and cloud computing remains immense. Valuation metrics suggest Microsoft's stock may be overvalued, but its strong balance sheet and potential AI-driven growth justify holding the stock for long-term gains.

Analyzing The Threats: The Potential Risks Of Microsoft's Major AI Infrastructure Spending

CrowdStrike

Cybersecurity firm CrowdStrike Holdings Inc (NASDAQ:CRWD) has reduced its revenue and profit forecasts following a global outage in July caused by a faulty software update. Affecting internet services for 8.5 million Microsoft Windows devices, it led to widespread flight cancellations, while many organisations and businesses were also hit.

CrowdStrike bares the scars of Microsoft outage as forecast are cut

It has been 10 months since I published my first Article on MSFT. Since then, the stock has appreciated by 28.3%, 4% shy of the S&P 500. I believe investors shouldn't worry about the increased CapEx investment because demand for AI Azure is still strong, and Satya Nadella has a proven track record. Satya Nadella turned MSFT from a mature company in 2014 to a growth company delivering double-digit top and bottom line results.

Microsoft: Ignore Short-Term Noise And Focus On The Bigger Picture

While some young A.I. companies have struggled to compete with the tech industry's giants, OpenAI has been rapidly expanding.

OpenAI Eyes $100 Billion Valuation

OpenAI reportedly aims to raise “several billion dollars” in a funding round that would value at above $100 billion. The round is being led by Thrive Capital and will include participation by Microsoft, The Wall Street Journal reported Wednesday (Aug. 28), citing unnamed sources.

Report: OpenAI Seeks to Raise ‘Several Billion Dollars'

Microsoft (MSFT) closed at $410.60 in the latest trading session, marking a -0.78% move from the prior day.

Microsoft (MSFT) Registers a Bigger Fall Than the Market: Important Facts to Note

OpenAI, the creator of ChatGPT, could be in talks to raise a massive tranche of cash.

OpenAI reportedly in talks to close new funding round at $100B+ valuation

Microsoft Corporation (NASDAQ:MSFT ) Deutsche Bank's 2024 Technology Conference August 28, 2024 1:15 PM ET Company Participants Charles Lamanna - Corporate Vice President, Business Apps & Platforms Conference Call Participants Brad Zelnick - Deutsche Bank Brad Zelnick Okay. I think we're live.

Microsoft Corporation (MSFT) Deutsche Bank's 2024 Technology Conference (Transcript)

OpenAI, the startup behind the popular ChatGPT, is reportedly in discussions to raise billions of dollars in a new funding round that could see the company valued at above $100 billion, the Wall Street Journal reported on Wednesday, citing people familiar with the matter.

OpenAI in talks to raise funding at over $100 bln valuation, WSJ reports

Texas Instruments

Verizon

Dividend growth stocks often follow similar patterns when raising their payouts. As long as their fundamentals remain strong, investors can expect these types of stocks to continue raising their dividend payments for the foreseeable future.

3 Dividend Growth Stocks That Could Raise Their Payouts in September

Amazon

Microsoft has many ways to profit from the AI revolution, including through its cloud services business and AI integration into its iconic software offerings. By integrating generative AI into its massive e-commerce business, Amazon can become even more efficient.

Prediction: These Will Be the 3 Largest Artificial Intelligence (AI) Companies by 2035

Synaptics

The Nasdaq 100 closed lower by around 1% during Monday's session. Investors, meanwhile, focused on some notable insider trades.

Microsoft, Synaptics And 2 Other Stocks Executives Are Selling

Advanced Micro Devices

Fed Chair Jerome Powell indicated it was time for the central bank to lower interest rates. Lower rates are likely to fuel higher valuations in the AI sector.

Prediction: Here's How the Fed's Next Announcement Will Change Things for 3 Major Artificial Intelligence (AI) Players

Dublin, Aug. 27, 2024 (GLOBE NEWSWIRE) -- The "Internal Communications Strategies with M365: How to Maximize SharePoint, Teams, Viva & Copilot" conference has been added to ResearchAndMarkets.com's offering.

Internal Communications Strategies with Microsoft 365: How to Maximize SharePoint, Teams, Viva & Copilot - 3-Day In-Person Event (Miami, FL, United States - November 12-14, 2024)

Billionaire Philippe Laffont was busy adding to his stakes in Amazon and Microsoft in Q2. Both companies are cloud computing leaders and have dominant market positions in other areas.

Billionaire Philippe Laffont Bought These 2 "Magnificent Seven" Stocks. Should You?

Canadian National Railway Company

Waste Management

The Bill & Melinda Gates Foundation Trust is the repository for stocks destined to fund Gates' ongoing charitable work. Most of the Trust's largest holdings have a long history of strong and increasing dividend payouts.

Billionaire Bill Gates Has 83% of His $48 Billion Portfolio in Just 4 Stocks

Alphabet

Microsoft continues to be a force to be reckoned with in the $5.06 trillion global IT market. Alphabet has integrated advanced AI capabilities in its search engine and cloud-computing business.

2 "Magnificent Seven" Stocks That Could Create Lasting Generational Wealth

Cisco Systems

PepsiCo

When it comes to retirement, setting a goal is important. Many investors may be looking for capital appreciation for their assets, looking to grow their assets faster than inflation over a given time frame.

Retirees Will Love These 3 Growth and Income Stocks

Apple's stalled iPhone sales could become a serious problem over the next decade. Cloud services and artificial intelligence should be enormous drivers of growth for both companies that could surpass Apple.

News for Microsoft Stock (MSFT)