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

Chicago-based start-up LanzaJet, which builds on the decade of research at LanzaTech, is scaling a potential solution to clean up the airline industry.

Microsoft and Shell are betting on a company making greener jet fuel

Activision Blizzard

The acquisition would make Microsoft the world's third-largest video game maker.

FTC to review Microsoft's $68.7B deal to buy Activision Blizzard, report says

Based on a discounted cash flow analysis Microsoft is undervalued and could be worth up to $400 a share once the acquisition closes. Activision's incorporation into Game Pass would make it a must have for gamers driving growth in recurring sales.

Microsoft: Building The Netflix Of Gaming

Sony

Loup Fund analysts Gene Munster and Doug Clinton said during a discussion Monday that there is a build-up of urgency around the acquisition of gaming content after a recent flurry of mergers and acquisitions. What Happened: The analysts opened their comments noting Sony Corporation's SONY acquisition of Bungie for $3.6 billion.

Sony-Bungie, Microsoft-Activision: Analysts Think This Is Just The Beginning Of A M&A Spree In The Gaming Industry

An antitrust review of Microsoft Corp's proposed acquisition of Activision Blizzard Inc will be handled by the U.S. Federal Trade Commission (FTC), Bloomberg News reported late on Monday, citing a person familiar with the matter.

U.S. FTC to review Microsoft deal for Activision - Bloomberg News

Zscaler

Intuitive Surgical

Macroeconomic conditions have shocked the market thus far in 2022. While some investors are running for the hills, others are looking for opportunities.

4 Stocks To Buy The Dip - Zscaler, Microsoft And More

MSFT stock has a 33% upside to over $400 per share and over $3 trillion in market value based on its powerful free cash flow generation. The post Microsoft Is Clearly Worth Over $3 Trillion Based on Stellar Earnings appeared first on InvestorPlace.

Microsoft Is Clearly Worth Over $3 Trillion Based on Stellar Earnings

Apple

Costco

Equinor

Intel

JPMorgan Chase & Co

Pfizer

Blue-chip stocks to buy for capital preservation, stock upside and dividend growth visibility. Low beta stocks to buy for February.

7 Blue-Chip Stocks to Buy for February

Alphabet

Also: Microsoft's acquisition of Activision Blizzard wasn't just a shot at Meta Platforms.

Alphabet's Discipline, 5G's Potential, and Microsoft's Big Buy

After the Fed successfully threaded the needle, the Street is warming up to Microsoft again, and MSFT stock has multiple, positive, other catalysts. The post Let the Trends Be Your Friends With Microsoft Stock appeared first on InvestorPlace.

Let the Trends Be Your Friends With Microsoft Stock

The MSFT stock rally kicked off by Q2 earnings could be the start of a larger recovery with Microsoft cloud services leading the way. The post Microsoft Stock Is Set to Power Up With Earnings Beat Momentum appeared first on InvestorPlace.

Microsoft Stock Is Set to Power Up With Earnings Beat Momentum

GameStop

Robinhood

Netflix

SoFi Technologies

Tesla

A year after Reddit's meme trade frenzy, this month the following seven stocks will prove a profitable trade if history repeats itself. The post 7 Reddit Stocks to Add to Your February Buy List appeared first on InvestorPlace.

7 Reddit Stocks to Add to Your February Buy List

Microsoft's $70 billion bid for Activision may be the trigger that puts Microsoft on regulators' radar, together with Google, Amazon, Facebook and Apple, something the company has avoided for a long time.   Microsoft was in the regulatory spotlight in the early 2000s when the EU antitrust regulators found that Microsoft abused its dominant position […]

Microsoft Latest M&A May Put It in Regulatory Spotlight

Amazon

STMicroelectronics NV ADR RegS

A Good Week for Tech Stocks

Autodesk

Could these tech stocks be top picks at this point in the current earnings season?

Top Stocks To Buy Now? 3 Tech Stocks For Your Watchlist

Oracle

Some comments by Howard Marks in early 2021 led me to take the MegaCap Techs more seriously and eventually to invest. This article shares which ones I selected and why. It also suggests what may differentiate most of these firms from many others going forward.

The Big Picture Case For MegaCap Techs

Apple Inc AAPL and Microsoft Corporation MSFT, which released their quarterly earnings data last week have set a positive tone for the upcoming week, which will see other tech stalwarts release their own numbers. What Happened: Wedbush analyst Dan Ives said in a recent note that tech stocks “way oversold on Fed fears.

Apple, Microsoft Set Positive Tone Ahead Of Another Key Earnings Week: Analyst Says Tech Stocks Are Oversold

Microsoft likely dealt a death blow to gaming retailers last week.

Did Microsoft Just Kill GameStop?

Microsoft Corp. ( MSFT , Financial) announced on Jan. 18 that it plans to buy Activision Blizzard Inc. ( ATVI , Financial) for $95.00 per share in an all-cash deal worth $68.7 billion. Activision Blizzard is a U.S. video game and interactive entertainment content and services developer and publisher and is one of the world's major third-party video game publishers, creating and distributing content for video game consoles, personal computers and mobile devices.

Microsoft Has Big Plans for the Video Game Market

Micron Technology

Last year, Pelosi was named the 6th successful trader among lawmakers who trade in stocks.

Are You Following Nancy Pelosi's Trades?

There are hundreds of titles waiting to be monetized through Xbox Game Pass.

1,000 Reasons Microsoft Got a Bargain for Activision Blizzard

The software giant's business hit a new record in late 2021.

3 Must-See Slides From Microsoft's Earnings

Under this new monetary policy regime of shrinking liquidity and rising interest rates, high growth stocks in the Technology sector become less attractive. You can see this play out in the chart below.

The Outlook for Tech Stocks in a Rising Rate Environment

AbbVie

Bank of America

No matter what strategy you decide is best in 2022, always remember that investing is a personal journey. Your life, and where you see yourself in 10, 20, 30 years, should be the driving force behind your investing decisions and strategies.

Value, Growth, or Momentum: What Kind of Investor are You?

Visa

Robust earnings reports are boosting shares of these large-caps. They're all top stocks to buy if you can ignore the messy market backdrop.

News for Microsoft Stock (MSFT)