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

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

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Productivity and Business Processes Operating Income

Intelligent Cloud Operating Income

More Personal Computing Operating Income

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Year over year growth in Revenue and Operating Expenses.

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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

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Earnings data Q4 2023

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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.

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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.

Microsoft stock price has doubled, but earnings only increased by 20%, leading to a record forward P/E of 38x. Growth is expected to remain at 15% driven by Cloud, but that is simply not enough to justify the price tag. Moreover, the stock is unlikely to benefit from interest rate cuts as much as most believe.

Microsoft: Slowing Growth And Unlikely To Capitalize On Rate Cuts

BOULDER, Colo.--(BUSINESS WIRE)-- #CloudIAM--Strata Identity, the Identity Orchestration company, today announced that as a member of the Microsoft Intelligent Security Association (MISA) it will demonstrate how organizations can seamlessly migrate off legacy identity systems to Microsoft Entra ID without rewriting their applications during Black Hat 2024 in Las Vegas at Microsoft booth #1240. In addition, Strata will showcase how its Maverics Identity Orchestration platform supports identity provider (IDP.

Strata Identity to Demonstrate How to Modernize Legacy Identity Systems to Microsoft Entra ID at Black Hat 2024

Microsoft reported solid results, but the stock price fell anyway.

Is Microsoft an Excellent AI Stock to Buy?

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3 AI Stocks That You Can Buy and Hold Forever

Microsoft's annually updated list of competitors now includes OpenAI, a long-term strategic partner. The change comes days after OpenAI announced a prototype of a search engine.

Microsoft says OpenAI is now a competitor in AI and search

New Zealand users of Microsoft services including Exchange online are having difficulty accessing them, Microsoft confirmed on Thursday.

New Zealand Microsoft 365 users struggle to access service

The tech behemoth unveiled its fiscal fourth-quarter results after market hours Tuesday. While it beat narrowly on both the top and bottom lines, many market players were expecting better.

Why Microsoft Stock Wilted on Wednesday

Microsoft reported strong financial results for its Q4 2024 fiscal year, with revenue and earnings exceeding expectations. Despite concerns over slowing growth in Azure, the company saw impressive growth in all segments, driving revenue and earnings higher. Margins showed some weakness, but overall, Microsoft remains a strong investment with growth opportunities and an attractive valuation.

Microsoft's Dip Could Be A Buying Opportunity

Despite Microsoft's (MSFT) earnings beat, worries about weaker-than-expected cloud growth and spending on artificial intelligence (AI) sent shares lower in the wake of the company's quarterly update.

Bullish Microsoft Analysts Say AI Spending Worries Are Overblown

Despite a recent dip in the stock price, Microsoft Corporation continues to be a BUY based on a strong history of delivering alpha, paired with an updated 5-year target price. The Nasdaq is currently in an 8.2% correction, with the chip sector down 19.4% and Nvidia down 26.3%. Microsoft beat earnings estimates but had soft cloud business guidance, resulting in a stock price dip.

Microsoft By The Numbers: Past Performance And Future Valuation

SEATTLE--(BUSINESS WIRE)-- #DataProtection--New Veeam Data Cloud for Microsoft 365 now with new capabilities offered by Microsoft 365 Backup Storage.

Veeam Brings Data Resilience to Over 21 Million Microsoft 365 Users with New Microsoft 365 Backup Storage Capabilities for Veeam Data Cloud

Microsoft's heavy spending on data centers to support AI is great news for chipmakers and computer vendors.

Microsoft Defends Capex Spending Binge As AI Chipmakers Benefit

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Microsoft To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Wednesday

The performance of Microsoft Corporation's MSFT Azure cloud segment and future artificial intelligence initiatives are keys to the stock for analysts after fourth-quarter financial results.

Microsoft Stock Slide From Azure Weakness Brushed Off By Analysts: 'Azure Has Solid Pipeline, AI Has Long Runaway Ahead'

The Azure platform's defense response may have “amplified the impact” rather than initially mitigating it.

Microsoft reveals cyberattack triggered latest outage that stalled emails, crashed Starbucks app

Though Microsoft (MSFT) beat earnings and revenue estimates, growth in Azure cloud computing slowed down. Microsoft also offered weak guidance for the ongoing quarter.

Microsoft ETFs Tumble as Q3 Cloud Growth Slows Down

Microsoft Corporation fiscal Q4 results, quite solid in my view, met with a market correction. New catalysts afoot point to both continued growth and the potential for margin expansion, with the latter underestimated by consensus. The stock price correction has also brought the valuation to a quite attractive level for long-term investors.

Microsoft Q4: Buy The Correction

Microsoft's (MSFT) fourth-quarter fiscal 2024 shines with robust Azure and Office 365 performance, amplified by surging AI Copilot adoption.

Microsoft (MSFT) Q4 Earnings & Revenues Beat on Cloud Success

Tesla

Less than a year away from its 50th birthday and with more than $9 trillion in assets under management, Vanguard is one of the most recognizable investment firms in the world.

2 Vanguard stocks to turn $100 into $1,000 by 2025

AI-related stocks like Nvidia, AMD, Intel, and Broadcom were climbing Wednesday.

How Microsoft Earnings Sank the Stock but Saved the Market

Apple

Amazon

Alphabet

NVIDIA

The Magnificent Seven are not “outrageously priced” and only have to generate relatively reasonable returns in order to justify their valuations, Man Group has said.

The Magnificent Seven are not ‘outrageously priced,' leading hedge fund says

Microsoft on Tuesday reported strong quarterly earnings but saw its shares slip on figures showing its crucial cloud computing unit did not grow as strongly as expected.

Microsoft cloud unit miss dulls bright earnings

Though Microsoft Corp. shares may not be feeling all the love from Wall Street on Wednesday, but the cloud and software giant did its part to soothe investors across the technology landscape.

How Microsoft ‘saved the world' — or at least tech stocks — with these comments

Microsoft NASDAQ: MSFT shares are falling, and this is a buy-the-dip opportunity. The Q4 results failed to spark a rebound in share prices but give no reason to shed a position and every reason to believe a double-digit upside will come soon.

Conviction Firms for Microsoft's Double-Digit Stock Upside

Microsoft is lower after the tech giant's soft cloud growth and revenue guidance, but analysts still love the Dow stock. Here's what you need to know.

News for Microsoft Stock (MSFT)