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

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Earnings data Q4 2022

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Earnings data Q4 2023

Earnings data Q1 2024

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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

Apollo Global Management

Major U.S. companies laid off more than 81,000 employees in January.

2023 Layoffs: Yahoo Slashes 1,600 Jobs While GitHub Cuts 300

"AI technology is probably the most critical technology for the planet in the next 20 years," Vinod Khosla told CNBC.

First VC investor in ChatGPT parent OpenAI sees a 2-horse AI race as Microsoft and Google eye 'the most critical technology for the planet'

Alphabet

Microsoft Corporation and Alphabet Inc./Google are the two heavyweights in the rapidly growing AI arms race. Both companies have significant investments in AI.

AI Wars: Will Microsoft Eat Google's Lunch?

Salesforce

Netflix

Impinj

Insulet

Seagate Technology Holdings PLC

Tech stocks continue to be a major player in the stock market in 2023. Driven by ongoing innovation and investment, big-name turnarounds suggest that Feb. could be the beginning of a sharp upward trend for tech stocks.

The 7 Best Tech Stocks to Buy for February 2023

Activision Blizzard

Microsoft announced its intention to acquire Activision Blizzard in January 2022. Activision is know for its "Call of Duty," World of Warcraft" and "Candy Crush" video games.

Activision CEO Kotick ‘will stay' in unlikely event Microsoft merger fails: sources

The tech layoffs keep on coming. Microsoft-owned GitHub today announced that it is laying off 10% of its staff through the end of the company's fiscal year.

GitHub lays off 10% and goes fully remote

Amazon

The slew of big tech earnings confirmed that growth is slowing at Amazon's AWS, Microsoft's Azure and Google Cloud. Even slower growth could be ahead.

These charts show just how much cloud spending has slowed at Microsoft, Amazon, and Google

ChatGPT's popularity among consumers create uncertainties for Google, and it's possible that Bing takes market share from the legacy search engine.

Microsoft won the week but Google's big reveal is still to come in the AI search wars, Bank of America says

Microsoft didn't put up big growth numbers during its calendar fourth-quarter results, but the company remains one of the best free cash flow generators on the market today. Microsoft's investment in OpenAI's ChatGPT should benefit its product suite from Azure to Bing and beyond. AI could be a huge game changer in the coming years.

Microsoft: Upside Potential But Shares May Be Choppy In The Near Term

Cloudflare

These growth stocks could soar when economic headwinds give way to the next bull market.

A Bull Market Is Coming: 2 Top Growth Stocks to Buy in 2023 and Hold for Decades

Microsoft's integration of ChatGPT into Bing is a potential game changer. We believe Microsoft is well-positioned to win against Alphabet in the search advertising business.

Microsoft: Poised To Win With ChatGPT

Microsoft CEO Satya Nadella was asked if a worst-case AI scenario was possible that would mean "lights-out for humanity."

Humans need to be 'unquestionably' in charge of powerful AI to keep things from getting out of control, Microsoft CEO says

The technology behind ChatGPT is "showing all the usual hallmarks" of investing fads like cannabis and meme stocks, yet something suggests the tech is worth "considering seriously," says Morgan Stanley.

Buy The Hype? AI Frenzy Has Stocks Surging And Plunging—But Morgan Stanley Calls The Technology A 'Serious Contender'

For every additional point in market share Microsoft's Bing gains in search, the company thinks it can earn $2 billion in ad dollars.

Microsoft and Google will duke it out over Silicon Valley's true financial driver: ads

Artificial intelligence is the new hot thing, and Microsoft is leading.

Microsoft Is a Buy: ChatGPT To Reignite Growth for the Company

Microsoft stock's 17% run in two weeks is hard to justify, despite the AI lure. Google's domination in search and browser goes deeper than just those two products.

Microsoft: AI Is Good But Don't Forget Your NI (Natural Intelligence)

Microsoft worked with ChatGPT creator OpenAI to build the new Bing, which can write poems, plan trips, and more. Here's how to get on the waitlist.

So you want to use Microsoft's new AI-powered Bing search engine — here's how to do it

Sure, AI chatbots will save you time finding things on the web. But they're also going to lie to you.

The new ChatGPT clones from Google and Microsoft are going to destroy online search

C3.ai

The ChatGPT buzz and the billions of dollars Microsoft is investing in OpenAI certainly create opportunities for the software giant. However, it has to compete with market leader Alphabet implying that the time for Bing's AI chatbots to completely replace Google's search engines is not here yet.

The True Beneficiary Of ChatGPT Is C3.ai, Not Microsoft

Apple

Google parent Alphabet and its cohort still innovate, but with incremental enhancements to existing products. Tech hoping AI will allow it to disrupt like the past.

As big tech's growth and innovation slow, its market dominance endures

Microsoft's acquisition of Activision Blizzard ran into a potential hiccup Wednesday as the U.K.'s Competition and Markets Authority (CMA) unveiled “provisional findings” flagging competition-related concerns.

Microsoft-Activision deal hits new stumbling block

OpenAI CEO Sam Altman said he sees tremendous potential for his company's AI technology to change the way people find information online.

ChatGPT's founder blasts Google as a 'lethargic search monopoly' as the tech giant's AI war with Microsoft heats up

Microsoft Corp. MSFT, +0.67% was headed for a $2 trillion market capitalization Wednesday, which would make it only the second U.S. equity at that level, along with Apple Inc. AAPL, -1.62% Microsoft last ended a trading session worth more than $2 trillion on Aug. 25, 2022, according to Dow Jones Market Data, but a rapid downfall for tech stocks in the second half of last year brought it out of that stratosphere. Microsoft has gained in six of the past nine trading sessions to near the mark again, as excitement builds around the company's use of OpenAI's technology in its products, especially the Bing search engine, as it could beef up Microsoft's rival to Alphabet Inc.'s GOOGL, -7.71% GOOG, -7.64% dominant search engine, Google.

Microsoft heads for $2 trillion market cap after ChatGPT bounce

Google has stiff competition now, after Microsoft integrated powerful A.I. technology into its search engine.

Microsoft's ChatGPT-Powered Bing Makes Search Interesting Again

Microsoft first reached a $2 trillion market capitalization in 2021, making it only the second publicly traded company in the US to join the club.

News for Microsoft Stock (MSFT)