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

Microsoft is a best-of-breed software company whose competitive position looks as strong as ever. Azure is a key and potentially underestimated growth driver for the coming decade.

Microsoft: Activision, Azure, And Why It's Worth Every Penny

Microsoft Corporation (NASDAQ:MSFT) shares are trading higher amid overall market strength as stocks gain following better-than-expected earnings from major companies. The company also announced yesterday the acquisition of Activision Blizzard.

Why Microsoft Shares Are Rising

Electronic Arts

Sony

Videogame sales have been on the rise since the onset of the pandemic, which is helping stocks like Microsoft Corporation (MSFT), Sony Corporation (SONY) and Electronic Arts (EA).

Videogame Sales Continue to Thrive: 3 Solid Stocks to Buy

Activision Blizzard

The company's bottomless appetite for buying new studios means the art of the deal is threatening the art – and heart – of the game

Monopoly money: is Microsoft's acquisition of Activision Blizzard good for gaming?

Satya Nadella has led a 30% annual increase in Microsoft's value. His $69 billion Activision bet will keep that going.

4 Reasons To Buy Microsoft Corp. Stock On $69B Activision Blizzard Deal

Satya Nadella seems to be taking a page out of Warren Buffett's playbook with the acquisition of Activision Blizzard.

Microsoft Is Becoming the Berkshire Hathaway of Tech

Reflex analysis of Microsoft's US$69bn acquisition of Activision Blizzard is that its all about content and the so-called console war. Picking up leading AAA game franchises like Activision's Call of Duty and World of Warcraft could significantly be seen as a move to position Xbox to come out on top in its rivalry with Sony.

Microsoft's US$69bn Activision acquisition is a big weapon in the console war

Activision Blizzard Inc. ATVI, +25.88% disclosed Wednesday the termination provisions of the $68.7 billion merger agreement with Microsoft Corp. MSFT, -2.43% , which include payment of up to $3 billion by Microsoft. The videogame maker said if the merger deal is terminated, including termination under antitrust concerns, if Activision isn't in material breach of any provisions of the deal, Microsoft would pay a termination fee of $2.0 billion if the termination notice is provided before Jan. 18, 2023; pay $2.5 billion if provided after Jan. 18, 2023 but before April 18, 2023; and pay $3.0 billion if provided after April 18, 2023.

Activision Blizzard could be paid up to $3 billion if Microsoft buyout deal is terminated

Sony's shares drop almost 13% in Tokyo as analysts assess whether the deal will let Microsoft restrict its ability to offer Activision games.

Sony loses $20 billion in market value after Microsoft's massive deal to buy Activision Blizzard knocks its shares

Confluent

CrowdStrike

Nucor

NVIDIA

Shopify

Trade Desk

Here are seven top growth stocks that could be big winners in Q1, despite all the headwinds materializing around interest rates right now. The post 7 Hyper-Growth Stocks That Could Melt Up in Q1 appeared first on InvestorPlace.

7 Hyper-Growth Stocks That Could Melt Up in Q1

Microsoft's $69 billion deal to buy video game powerhouse Activision Blizzard is expected to win out with regulators despite vows in Europe and the United States to rein in tech titans.

Microsoft's acquisition of Activision to face antitrust test

Activision Blizzard Trades At A 13% Discount To Microsoft's Purchase Offer; Expect That Gap To Partially Close Soon

Microsoft has agreed to acquire gaming company Activision Blizzard for $69 billion in cash. M&A tends to draw quite a bit of skepticism, but I believe that Microsoft's acquisition of Activision Blizzard makes sense for shareholders.

Microsoft Buys Activision: 3 Reasons Why The Deal Makes Sense

Microsoft announced acquisition of Activision Blizzard on Jan. 18, 2022. How will it affect the tech giant's business?

Analyzing Microsoft's (MSFT) Acquisition of Activision Blizzard (ATVI)

Some players, unhappy with Activision in recent years, said the Microsoft deal could reverse a decline in quality.

Gamers Greet Microsoft's Activision Deal With Guarded Optimism

Microsoft has agreed to purchase Activision Blizzard for $75 billion in an all-cash deal, The Wall Street Journal (WSJ) reported Tuesday (Jan. 18). Activision CEO Bobby Kotick is expected to step down once the deal is completed, according to sources who spoke to the WSJ.

Microsoft to Buy Activision Blizzard for $75B, CEO Expected to Step Down

Microsoft Corp. has received a pass from regulators keen to take on Big Tech in recent years, but it may have just forfeited that pass by making a run at the biggest tech acquisition in history for a company fraught with issues.

MarketWatch First Take: Microsoft faces battle for Activision deal, especially if ‘Call of Duty' is destined for Xbox exclusivity

NextEra Energy

Starbucks

We dive into three large-cap stocks from three totally different sectors poised to grow for years, if not decades to come that might be worth buying at discounts ahead of earnings.

3 Large-Cap Stocks to Buy at Discounts Before Earnings

On Tuesday, Microsoft Corp. ( MSFT , Financial) made a big surprise announcement: it plans to acquire troubled game developer Activision Blizzard Inc. ( ATVI , Financial) in an all-cash deal that values the company at $68.7 billion, representing a 35% premium to Monday's closing market cap of $50.9 billion. If everything goes according to plan, the acquisition is expected to close near the end of fiscal 2023.

Why Microsoft's Activision Deal Is a Bad Idea

The Market Is Betting Against Microsoft's Activision Deal

Microsoft's agreement to pay almost $69 billion for Activision Blizzard marks the highest price ever paid by a U.S. tech company in an acquisition.

Microsoft sets record for biggest tech deal ever, topping Dell-EMC merger in 2016

Video gaming-themed exchange traded funds strengthened on Tuesday after Microsoft (NasdsaqGS: MSFT) acquired Activision Blizzard (NasdaqGS: ATVI) in an all-cash transaction worth $75 billion. On Tuesday, the VanEck Vectors Video Gaming and eSports ETF (ESPO) increased 1.4% and the Global X Video Games & Esports ETF (HERO) gained 1.2%.

Video Gaming ETFs Gain After Microsoft Buys Out Activision Blizzard

At a minimum of $10 per month per subscriber, Microsoft is bringing in at least $250 million each month from its Game Pass service.

Microsoft is quietly bringing in billions from its Netflix-like Game Pass service as subscribers top 25 million

Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. This is our Monday Tuesday show, our short ramp into the week where we talk about the larger picture to get our feet wet.

Equity Tuesday: What to make of the Microsoft-Blizzard deal

A controversy over misconduct at Activision Blizzard made the publisher more affordable. It could help Microsoft win more game subscribers, an investor said.

News for Microsoft Stock (MSFT)