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 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

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 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.

Nasdaq Index Under Pressure as Microsoft, Meta Earnings Disappoint Investors

Microsoft's third calendar quarter earnings were the most robust in the company's five-decade history, though the Washington-based computing colossus indicated it may get less of a bump from the next generation of technological innovation in generative artificial intelligence moving forward.

Microsoft Stock Slips To Worst Day In Years Despite Record Earnings

U.S. stocks traded lower this morning, with the Nasdaq Composite falling more than 1% on Thursday.

Nasdaq Down Over 200 Points; Microsoft Shares Fall After Q1 Results

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- #LCNC--The tool helps security teams easily understand the size and scope of the LCNC attack surface within their organization, and proactively address risk.

Nokod Security Unveils Free Attack Surface Assessment Tool for Microsoft Power Platform

Microsoft's guidance disappointed, but analysts see the stock as less crowded nowadays — with ample AI opportunity ahead.

Why Microsoft's stock selloff may be a buying opportunity, according to analysts

WASHINGTON, DC and REDMOND, WA, Oct. 31, 2024 (GLOBE NEWSWIRE) -- When 72% of youth said they seek support from adults in learning how to use AI tools correctly and with confidence, 4-H and Microsoft Corp. (NASDAQ: MSFT) knew there was an opportunity to step in and help skill up 1.4M youth across the country for free through Minecraft Education's new AI Foundations curriculum. The series of online animated videos offer materials designed to build AI literacy among students, educators and families across the country, including small and rural communities.

Minecraft Education to Bridge AI Skills for 1.4M Youth Through New 4-H and Microsoft Collaboration

TechnipFMC

United Continental Hlds

Whenever investors think of the factors that can make a stock go up or become more popular in the market, they typically refer to the announcement of a mega investor like Warren Buffett taking a new interest in a stock. These events do undoubtedly make a stock's price soar as a reaction; however, there are other participants worth watching.

Big Buybacks Announced: 3 Stocks Insiders Are Banking On

Microsoft's capital expenditure was $14.92 billion this quarter, and it guided for even higher capex going forward.

AI Spending Is a Good Thing For Microsoft, Analyst Says. Here's Why.

Despite beating top and bottom line estimates for Q1 FY2025, tech behemoth Microsoft is down -4% in after-hours trading. In this note, we discuss Microsoft's quarterly results, and re-evaluate its long-term risk/reward using TQI's Valuation Model. Microsoft has been dead money for 8 months, and this stagnation will need to continue for another 18-24 months for the business to catch up to the stock price.

Microsoft: Q1-FY2025 Review, Double Beat Fails To Justify Rich Valuation

Advanced Micro Devices

NVIDIA

24/7 Wall St. Insights Advanced Micro Devices Inc. (NASDAQ: AMD) and Microsoft Corp.

AI Is Starting to Hurt Earnings, and It Could Get Worse

Shares of both Meta and Microsoft dropped after the companies reported strong numbers.

Meta and Microsoft Earnings: What Just Happened?

Sharply rising capital investments show no sign of slowing as the latest reports fail to excite investors.

Meta and Microsoft: AI's Spending Champs Won't Be Tapping the Brakes.

Investors are fretting about how long the AI boom can last after the Big Tech companies forecast that their capital spending will carry on rising.

Nvidia Stock Falls. Why Meta, Microsoft Earnings Are Giving Investors a Hallowe'en Fright.

Frankfurt-listed shares in Microsoft and Meta both fell in early trading on Thursday, even as earnings at the two U.S. tech groups beat Wall Street expectations.

Microsoft and Meta shares fall in Frankfurt despite earnings beat

Big tech including Microsoft and Meta are stepping up spending to build out AI data centers in a rush to meet vast demand, but Wall Street is hungry for a quicker payday on the billions invested.

Meta, Microsoft lift AI spending, worrying Wall Street ahead of Amazon results

Company's projection points to less growth than analysts had anticipated

Microsoft Shares Slip as Outlook Sparks Concern About AI and Cloud Revenue

Microsoft disclosed the size of its OpenAI investment for the first time, acknowledging in its quarterly regulatory filing Wednesday afternoon that it has made “total funding commitments of $13 billion” to the ChatGPT maker.

Microsoft's financial disclosures show how OpenAI is fueling growth — and taking a toll on profits

After Microsoft (MSFT) reported fiscal first-quarter earnings that topped analysts' estimates, CFO Amy Hood told investors on the company's earnings call that demand for artificial intelligence (AI) “continues to be higher than our available capacity.”

Microsoft Says It's Seeing More Demand for AI Than It Can Keep Up With

Microsoft CFO Amy Hood said the company will record around $1.5 billion in other expense, mainly because of an expected investment loss at OpenAI. Microsoft has invested close to $14 billion in OpenAI, including its participation in a round announced this month.

Microsoft CFO says OpenAI investment will cut into profit this quarter

Microsoft's aggressive push into artificial intelligence (AI) is showing traction with enterprise customers, as the company reported growth in AI adoption across its product portfolio.

Microsoft's AI Bet Shows Strong Early Returns as Enterprise Adoption Accelerates

Microsoft Corporation (NASDAQ:MSFT ) Q1 2025 Results Conference Call October 30, 2024 5:30 PM ET Company Participants Brett Iversen - Vice President of Investor Relations Satya Nadella - Chairman and Chief Executive Officer Amy Hood - Chief Financial Officer Alice Jolla - Chief Accounting Officer Keith Dolliver - Corporate Secretary and Deputy General Counsel Conference Call Participants Keith Weiss - Morgan Stanley Brent Thill - Jefferies Mark Moerdler - Bernstein Karl Keirstead - UBS Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Raimo Lenschow - Barclays Rishi Jaluria - RBC Operator Greetings, and welcome to the Microsoft Fiscal Year 2025 First Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.

Microsoft Corporation (MSFT) Q1 2025 Earnings Call Transcript

Although the revenue and EPS for Microsoft (MSFT) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Microsoft (MSFT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

OpenAI has integrated an artificial intelligence-powered search engine into ChatGPT, the company announced Thursday, a move that could enter OpenAI into an internet search market dominated by Google.

OpenAI Launches AI-Powered Search Engine That Could Challenge Google—Here's What To Know

Microsoft Corporation delivered a strong Q1 result with 21% constant revenue growth in its cloud business. Microsoft is well positioned to capture market growth opportunity in cloud and AI, thanks to their substantial investments. I think Microsoft will continue delivering double-digit revenue and earning growth in. Satya Nadella's recent annual letter highlights Microsoft's ongoing investment in cybersecurity across their platforms, embedding AI into their existing platforms and actively managing their cost structure.

Microsoft Q1: Strong Cloud Growth Driven By AI Demands

Microsoft (MSFT) came out with quarterly earnings of $3.30 per share, beating the Zacks Consensus Estimate of $3.08 per share. This compares to earnings of $2.99 per share a year ago.

News for Microsoft Stock (MSFT)