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

Advanced Micro Devices

NVIDIA

Fed Chair Jerome Powell indicated it was time for the central bank to lower interest rates. Lower rates are likely to fuel higher valuations in the AI sector.

Prediction: Here's How the Fed's Next Announcement Will Change Things for 3 Major Artificial Intelligence (AI) Players

Dublin, Aug. 27, 2024 (GLOBE NEWSWIRE) -- The "Internal Communications Strategies with M365: How to Maximize SharePoint, Teams, Viva & Copilot" conference has been added to ResearchAndMarkets.com's offering.

Internal Communications Strategies with Microsoft 365: How to Maximize SharePoint, Teams, Viva & Copilot - 3-Day In-Person Event (Miami, FL, United States - November 12-14, 2024)

Amazon

Billionaire Philippe Laffont was busy adding to his stakes in Amazon and Microsoft in Q2. Both companies are cloud computing leaders and have dominant market positions in other areas.

Billionaire Philippe Laffont Bought These 2 "Magnificent Seven" Stocks. Should You?

Canadian National Railway Company

Waste Management

The Bill & Melinda Gates Foundation Trust is the repository for stocks destined to fund Gates' ongoing charitable work. Most of the Trust's largest holdings have a long history of strong and increasing dividend payouts.

Billionaire Bill Gates Has 83% of His $48 Billion Portfolio in Just 4 Stocks

Alphabet

Microsoft continues to be a force to be reckoned with in the $5.06 trillion global IT market. Alphabet has integrated advanced AI capabilities in its search engine and cloud-computing business.

2 "Magnificent Seven" Stocks That Could Create Lasting Generational Wealth

Cisco Systems

PepsiCo

When it comes to retirement, setting a goal is important. Many investors may be looking for capital appreciation for their assets, looking to grow their assets faster than inflation over a given time frame.

Retirees Will Love These 3 Growth and Income Stocks

Apple's stalled iPhone sales could become a serious problem over the next decade. Cloud services and artificial intelligence should be enormous drivers of growth for both companies that could surpass Apple.

Prediction: 2 Stocks That'll Be Worth More Than Apple 10 Years From Now

Microsoft plans to meet with CrowdStrike, other providers of endpoint security technologies and government representatives to discuss ways to improve resiliency and protect the critical infrastructure of the companies' mutual customers. The meeting, dubbed the Windows Endpoint Security Ecosystem Summit, will be hosted by Microsoft at its Redmond, Washington, headquarters on Sept.

Microsoft to Host Summit on Resiliency After July CrowdStrike Outage

Microsoft said on Friday it would hold a summit in September on improving cybersecurity systems after a faulty update from CrowdStrike caused a global IT outage last month.

Microsoft to host cybersecurity summit after CrowdStrike-induced IT outage

CrowdStrike

Microsoft will hold an event for industry peers at its campus in Redmond, Washington, on Sept. 10. The event comes less than two months after a buggy update from CrowdStrike caused millions of Windows computers to crash.

Microsoft plans September cybersecurity event to discuss changes after CrowdStrike outage

The appointment of a new technical leader for Gemini might help quell concerns the company is falling behind in the AI race.

Google Appoints New AI Leader: Report. It Could Be Good News in Fight With Microsoft.

This Prominent Billionaire Has $6 Billion Invested in These 2 AI Stocks

Apple

Microsoft established itself as an early leader in AI thanks to its partnership with OpenAI. Apple recently announced Apple Intelligence, its own AI suite.

Better Artificial Intelligence (AI) Stock: Microsoft vs. Apple

The U.S. technology sector has produced six companies worth $1 trillion or more. The price-to-earnings (P/E) ratio is a popular way for investors to value stocks.

The Cheapest Trillion-Dollar Stock: Nvidia, Microsoft, Apple, Amazon, Alphabet, or Meta?

The company is changing what it reports as part of its Azure cloud-computing business, saying that will make it easier to track consumption of its services.

Microsoft Raised a Key Growth Forecast. Why It Isn't What It Seems.

LOS ANGELES, CA / ACCESSWIRE / August 22, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Microsoft Corporation ("Microsoft" or "the Company") (NASDAQ:MSFT) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Shareholders With Losses In Microsoft Corporation Are Urged To Contact The Schall Law Firm About An Inquiry Into Possible Securities Law Violations

Ares Capital

Bank of America

BHP Billiton

Blackrock Inc

British American Tobacco

iShares Core High Dividend ETF

Johnson & Johnson

JPMorgan Chase & Co

Coca-Cola

Mastercard

Main Street Capital

Altria

NIKE

Realty Income Corp

Pfizer

Philip Morris

Cohen & Steers Quality Income Realty Fund

Royal Bank of Canada

Schwab US Dividend Equity ETF

AT&T

TCP Capital

I will demonstrate how you could allocate the amount of $100,000 by following the current composition of The Dividend Income Accelerator Portfolio, effectively balancing dividend income and dividend growth. Potential benefits of its implementation are a reduced portfolio risk level, stable dividend income, strong potential for dividend growth and capital appreciation, and elevated chances of an attractive Total Return. The dividend portfolio presently offers you a Weighted Average Dividend Yield [FWD] of 4.20%, with a 5-Year Weighted Average Dividend Growth Rate [CAGR] of 7.31%.

How To Allocate $100,000 In A Dividend Portfolio: A Strategic Guide For Income And Growth

Taiwan Semiconductor Manufacturing

Major indexes have clawed back their losses from early in August. TSMC is the linchpin in the global semiconductor industry.

Artificial Intelligence (AI) Hype and a Weak Jobs Report: Here Are the Companies That Can Weather the Sell-Off Storm

Microsoft Corp (NASDAQ:MSFT) has overhauled how it reports on its financial performance to better reflect the impact of artificial intelligence on earnings and revenues. While a prosaic exercise in corporate messaging, the announcement gives an insight into how Microsoft is adjusting its operations amid the boom in AI technology.

Microsoft announces AI-powered reporting segment overhaul

Microsoft on Wednesday lowered its cloud computing unit revenue forecast in a bookkeeping move, shifting money to its "productivity" software business.

Microsoft tweaks how it logs cloud revenue

Microsoft held its biggest video game stand ever at the sector trade show Gamescom in Germany on Wednesday, aiming to win over players after several rocky months of studio closures and rising fees.

Microsoft seeks to win over new players at gamer gathering

Microsoft announced that it will remove two components of the Azure and other cloud services revenue growth metric it releases every quarter. The change will provide a better understanding of the performance of the growing Azure cloud infrastructure business, which competes with Amazon Web Services, one analyst said.

Microsoft revamps reporting structure to give better visibility into cloud consumption revenue

Microsoft on Wednesday cut its first-quarter intelligent cloud forecast, the technology giant said in an investor presentation.

Microsoft cuts first-quarter intelligent cloud revenue forecast

Microsoft said it will provide its Recall feature to members of the Windows Insider Program with Copilot+ PCs starting in October. The company did not give a timeline for a broader release.

Microsoft will release controversial Windows Recall AI search feature to testers in October

Microsoft's shares have recently depreciated but are gradually recovering, presenting an attractive investment opportunity. Strong Q4 earnings report and growth prospects indicate Microsoft's growth story is far from over. My model suggests that Microsoft is undervalued at the current price and offers decent margin of safety for investors.

News for Microsoft Stock (MSFT)