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

JPMorgan Chase & Co

Visa

Exxon Mobil

Apple

Starbucks

A new year is a terrific time to take the pulse of our portfolios. But the business cycle and long-term wealth compounding don't adhere to the Earth's orbit around the sun.

New Year, New Strategy? Actually, No; Here's Why, Plus 6 Quick Updates

Amazon

Booking Hlds

Bumble

DoubleVerify Holdings

Perion Network

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Apple and Bumble.

Top Wall Street analysts pick these stocks to celebrate the new year

Alphabet

These stocks offer a mixture of growth and profits that many tech stocks can't.

Why Amazon, Alphabet, and Microsoft Could Rebound More Than Other Tech Stocks in 2023

BHP Billiton

Chevron

Dominion Energy

Lockheed Martin

PayPal

Ross Stores

With many stocks discounted after a rough outing in 2022, market participants may want to concentrate on compelling blue-chip stocks to buy. The reason?

7 Must-Buy Blue-Chip Stocks for Your January Buy List

What would a combination of OpenAI's ChatGPT natural language chatbot with Microsoft's Bing search engine look like?

Microsoft, OpenAI, ChatGPT … and Bing? The surprising way the integration could work

Automatic Data Processing

Applied Materials

Broadcom

Franklin Resources

Blackstone Group

Boston Properties

Cigna

Comcast

Costco

Coterra Energy

Digital Realty Trust

EOG Resources

Enterprise Products Partners

Invitation Homes

Johnson & Johnson

Lennar

Lowe's

LyondellBasell Industries

Altria

Merck

Newmont Mining

NIKE

This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. It's always a good idea to keep your wish list ready by separating the wheat from the chaff.

5 Relatively Safe And Cheap Dividend Stocks To Invest In - January 2023

If OpenAI's models lives up to their promise, Microsoft has futureproofed its own business for decades.

Microsoft's investment into ChatGPT's creator may be the smartest $1 billion ever spent

Activision Blizzard

Activision Blizzard Inc (NASDAQ:ATVI) (Activision Blizzard Inc (NASDAQ:ATVI)) investors will have to wait at least another eight weeks to get the British judgement on Microsoft's takeover. The UK's Competition and Markets Authority (CMA) today extended the deadline of the inquiry into the transaction until 26 April, giving the government more time to complete a report.

UK government extend Microsoft acquisition inquiry deadline

Nestle SA

Almost a year after Vladimir Putin launched the devastating invasion of Ukraine, Western companies' alleged links to Russia are still under the microscope.

Moral Rating Agency slams Western companies, including Microsoft and Nestlé, over alleged supply of products to Russia

Tesla

This might be a fantastic time to be entering the stock market as a new investor.

First-Time Investor? 3 Great Technology Stocks to Get You Started

adidas AG

Coca-Cola

Mastercard

Realty Income Corp

Philip Morris

AT&T

Unilever

iShares MSCI World ETF

Vanguard S&P 500 ETF

Verizon

ETFs offer a wide range of advantages over selecting stocks individually. These advantages include a broader risk diversification than when investing in individual stocks.

10 Dividend Stocks To Show The Advantages Of Investing In Individual Stocks Over ETFs

NVIDIA

Snowflake

Trade Desk

5 Top Growth Stocks to Buy Right Now That Could Soar in 2023

This growth stock has a great shot at delivering market-beating returns for patient investors.

Down 33%, Microsoft Stock Is a Once-in-a-Decade Buying Opportunity Right Now

The market is pricing the probability that the deal closes on original terms at 50/50 despite the more reasonable 80/20 assessment. US, EU and UK antitrust concerns do not outweigh MSFT remedial concessions.

Microsoft And Activision: Attractive Risk Reward

Microsoft Corp (NASDAQ: MSFT) was a disappointment for its shareholders in 2022. But the new year will likely be the one of “recovery”, a D.A.

Buy Microsoft stock on the coming ChatGPT-enabled Bing: Analyst

American Express

Undervalued large-cap stocks present a particularly good opportunity right now with all three major indices in the U.S. continuing to trend lower to start the New Year. The latest data out of the U.S. showed that inflation rose 7.1% in November from a year ago, which is still well above the Fed's 2% target.

7 Seriously Undervalued Large-Cap Stocks to Buy Now

News for Microsoft Stock (MSFT)