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

Adobe

Salesforce

DoubleVerify Holdings

iShares North American Tech-Software ETF

ServiceNow

Paycom Software

Paylocity Hlds

Twilio

Workday

Software growth stocks are still looking for a catalyst as the sector lags the S&P 500. Guidance for 2023 will be key for software stocks.

Software Growth Stocks: How 2023 Guidance Plays Out Will Be Key

MSFT stock fell 7.7% after Q1 FY23 results last Wednesday and is now down 30% year-to-date and trading at 25.0x FY22 EPS. We believe investors misunderstood. While EPS growth was just 3%, this was largely due to currency; constant currency growth was 11%.

Microsoft: Double-Digit Growth Again In Q3, Excluding Currency

Abbott Labs

Accenture Plc

Amazon

Alphabet

Mastercard

Visa

Stan C. Moss is CEO at the investment management firm Polen Capital, one of the largest hedge funds based on assets under management.

These Are Stan Moss' Top 10 Holdings

Verizon

As the Dow Jones Industrial Average logged its best October performance on record, all but two of its 30 components registered gains for the month.

Verizon, Microsoft stocks are index's sole monthly losers as the Dow notches record October gains

NVIDIA

There are rumblings that the bear market is coming to an end as the stock market continues to push higher. Unfortunately, there are still too many variables to account for before making a call like that.

3 Blue-Chip Stocks to Buy Before the Market Blasts Higher in 2023

Activision Blizzard

Microsoft Corp's has not offered any remedies to EU antitrust regulators reviewing its proposed $69 billion bid for "Call of Duty" maker Activision Blizzard ahead of an expected full-scale EU probe, a person familiar with the matter said on Monday.

No Microsoft remedies in first EU antitrust review of Activision deal - source

Cisco Systems

Home Depot

Johnson & Johnson

Starbucks

When it comes to investing, most of us are looking for predictable growth over the long term with minimal effort and some measure of security. That's what blue-chip stocks typically provide.

7 Blue-Chip Stocks Set to Soar From 52-Week Lows

Apple

The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies' market values to the largest on record at more than $700 billion to close out last week.

Apple and Microsoft market caps reached their largest spread on record — at roughly Tesla's entire valuation

Earnings season, paired with a bear market, can be a challenging time for investors.

3 Big Mistakes to Avoid This Earnings Season

Microsoft's outlook was weak in its latest report, and growth during this economy shouldn't be taken for granted.

Microsoft Sees Trouble Ahead. Is Now the Time to Sell the Stock?

SAN DIEGO--(BUSINESS WIRE)-- #GoSecure--GoSecure becomes a Microsoft Partner to enhance its MDR/XDR services, supporting strategy focusing on an open ecosystem of technology integrations.

GoSecure Becomes a Microsoft Partner to Enhance its MDR/XDR Services

Tech companies had been expected to report strong earnings results this week, but many missed their targets.

2 Big Tech Companies That Have Posted Less-Than-Expected Earnings

To do the same job in the U.S, women are paid about 83% of what men are. This has mostly stayed the same over the last decade.

Microsoft Posts Strong Record on Women's Pay

Effects from the Federal Reserve's interest rate policy are starting to accelerate.

Microsoft Beats Back King Dollar and Rising Interest Rates

Boeing

Airbus SE

The market is in upheaval - this means that there are plenty of buying opportunities, and one of the hardest choices (aside from when), is what exactly to buy. I'm focusing on very specific sort of opportunities on an international basis. In this article, I show you what they are.

My Current Favorite Stocks To Buy

Why These Earnings Misses Could be a Good Thing

Big Tech Earnings Disaster: Why it Could be a Blessing in Disguise

Experts break down what the recent earnings disappointments mean and what to know, covering names like Apple, Meta, Microsoft, and Amazon.

Tech earnings just flopped. From Amazon to Meta and Microsoft, here are the biggest takeaways

Allianz SE

British American Tobacco

Kilroy Realty

New Linde PLC

Siemens AG

Stanley Black & Decker

Taiwan Semiconductor Manufacturing

The bond market now believes a recession is a near 100% certainty in 2023. Earnings are likely to decline, and stocks are likely to fall 20% to 25% more. High-yield world-beater blue chips with the best risk management on earth are a great choice to help you sleep well at night in the coming economic downturn.

The 10 Lowest Risk High-Yield Blue Chips For This Recession

The earnings bombshells from Amazon and Meta and sub-par releases from Alphabet and Microsoft have forced us all to revisit our long-held assumptions about the sustainability of these technology leaders' earnings power

Making Sense of Big Tech Earnings After Amazon and Meta Tumble

While Apple gave Wall Street a reason to cheer, the other Big Tech companies showed how challenging the economic environment has become for their businesses.

Big Tech falters on dreary earnings and forecasts for Q4— Meta has worst week ever, Amazon tumbles 13%

This is turning out to be one of the worst quarters for technology companies in a long time. Most are missing estimates on multiple fronts, or managing to beat lowered expectations. One area that deserves special focus just because it has been so strong of late is the cloud.

What Is Happening in the Cloud?

Following Microsoft's acquisition of Xandr, we believe the deal could complement the company by leveraging Microsoft's global reach and larger customer base and forecasted synergies of $12.1 bln. We expect Microsoft to benefit from Xandr's established tech capabilities and support the growth of its Search ads, which we estimated at a 5-year average of 26.3%.

Microsoft: Netflix Partnership Boosts Digital Ad Revenue To $29 Billion

Invesco QQQ

Megacap tech stocks used to be big S&P 500 winners. Now they're making losses like investors have never seen: $4.7 trillion.

$4.7 Trillion Gone! Has Megacap Tech Peaked?

While cloud infrastructure revenue growth slowed, much of that could be attributed to external factors like the strong dollar.

As overall cloud infrastructure market growth dips to 24%, AWS reports slowdown

Netflix

Dismal earnings puts tech titans in danger of “losing its luster” for investors, one analyst says.

News for Microsoft Stock (MSFT)