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

ASML Hld

American Express

Salesforce

Alphabet

Home Depot

Taiwan Semiconductor Manufacturing

Ken Fisher is the founder, executive chairman and co-chief investment officer of Fisher Investments.

These Are the Top 10 Holdings of Ken Fisher

Microsoft Corporation (NASDAQ:MSFT ) Q2 2023 Earnings Conference Call January 24, 2023 5:30 PM ET Company Participants Brett Iversen - Vice President, Investor Relations Satya Nadella - Chairman and Chief Executive Officer Amy Hood - Chief Financial Officer Alice Jolla - Chief Accounting Officer Keith Dolliver - Deputy General Counsel Conference Call Participants Keith Weiss - Morgan Stanley Brent Thill - Jefferies Mark Moerdler - Bernstein Kash Rangan - Goldman Sachs Karl Keirstead - UBS Brad Zelnick - Deutsche Bank Brad Reback - Stifel Tyler Radke - Citi Operator Greetings and welcome to the Microsoft Fiscal Year 2023 Second Quarter Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

Microsoft Corporation (MSFT) Q2 2023 Earnings Call Transcript

Microsoft Corp. sparked a relief rally for the cloud Tuesday, then rained on that parade after less than two hours of joy.

Microsoft gave Wall Street hope, but then the cloud forecast turned dark

The PC slump takes a toll on profit margins while Azure remains resilient but not immune to tech slowdown.

Microsoft's Cloud Doesn't Quite Cover All

Microsoft's business weakened in December. Now it expects those patterns to continue to play out through March, including in its critical Azure cloud.

Microsoft's forecast suggests gloomy tech environment will continue

Microsoft Corp on Tuesday aimed to assure investors that its big bet on artificial intelligence (AI) is paying off, even as economic turbulence is making Microsoft customers scrutinize their cloud spend.

Microsoft attracting users to its code-writing, generative AI software

Texas Instruments

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Microsoft Corp.'s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration at the end of 2022 is expected to continue into the new year as the company lays off workers.

Microsoft stock dives into the red after forecast misses, CFO warns about deceleration

Microsoft's (MSFT) quarterly report released on Jan. 24, 2023, showed progress on cloud revenue, sending shares higher in extended trading.

Microsoft Shares Rise on Cloud Revenue Gains

Microsoft (MSFT) delivered earnings and revenue surprises of 2.20% and 0.34%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Microsoft (MSFT) Q2 Earnings Beat Estimates

While Mr Softy posted a mixed fiscal Q2, T.I. beat on both top and bottom lines.

Microsoft, Texas Instruments Beat on Quarterly Earnings

Shares of Microsoft Corp (NASDAQ: MSFT) are up 4.0% in extended hours even though the tech behemoth reported a slightly weaker-than-expected revenue for its second financial quarter. Why is Microsoft stock trading up in after-hours?

Microsoft Q2 earnings – a reason to buy the stock?

Boeing

Tesla

As we get into earnings season, the investment calendars are starting to fill up. That has investors wondering what the hot stocks for tomorrow will be.

Wednesday Predictions: 3 Hot Stocks for Tomorrow

Microsoft Corp reported higher-than-expected earnings in its fiscal second quarter driven by strong growth from its Cloud unit. Revenue from its Intelligent Cloud segment came to $21.5 billion, up 18% and just ahead of the $21.4 billion consensus.

Microsoft beats 2Q earnings expectations on strong Cloud growth but misses revenue estimates

The company, which announced plans to lay off 10,000 workers last week, had warned that is was facing a significant slowdown in the growth of its sales.

Microsoft Revenue Up 2 Percent, but Profit Drops 12 Percent

Software giant Microsoft edged above expectations for earnings in its fiscal second quarter but sales were light. The post Microsoft Cloud Services Fuel Better-Than-Expected Earnings appeared first on Investor's Business Daily.

Microsoft Cloud Services Fuel Better-Than-Expected Earnings

Microsoft cloud revenue up 22%, devices business plunges 39% in first report since job cuts

Microsoft Corp narrowly missed Wall Street estimates for second-quarter revenue on Tuesday, squeezed by a slump in the personal computer market that hammered its Windows software business.

Microsoft misses quarterly revenue estimates

Microsoft Corporation MSFT is set to print its second-quarter 2023 financial results after the market closes on Tuesday. The stock was trading slightly lower heading into the event.

Trading Strategies for Microsoft Stock Before And After Q2 Earnings

Microsoft is reporting results for the first time since announcing that it was cutting 10,000 jobs as it braces for slowing growth.

Microsoft set to report earnings after market close

One of the key questions: How much is the slowing economy affecting Microsoft's Azure cloud business?

2 Major Issues Weigh on Microsoft Ahead of Earnings

In 2021, OpenAI had roughly a $14 billion valuation from a prior completed tender offer.

ChatGPT's creator OpenAI has doubled in value since 2021 as the language bot goes viral and Microsoft pours in $10 billion

Expect to hear more about ChatGPT/OpenAI on the conference call from Microsoft Corporation (NASDAQ:MSFT) later on Tuesday. This is according to Daniel Ives, the technology analyst at investment bank Wedbush.

Microsoft: ChatGPT a big strategic bet by CEO, says tech analyst

It might seem like giant tech S&P 500 companies are in dire straits. But they're on the verge of making billions — in just one quarter.

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GXO Logistics

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News for Microsoft Stock (MSFT)