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 NASDAQ: MSFT stock entered a correction before the Q3 earnings release, setting it up for a trend following signal that is now in play. The Q3 results reveal a classic supply-and-demand imbalance underpinning results, leading to outperformance and driving the market higher.

Microsoft Fires a Trend Following Signal: Targets Move Higher

Cloudflare

Zscaler

Microsoft is quietly expanding its cybersecurity ecosystem. Cloudflare will continue to protect websites from bot-based attacks.

3 Top Cybersecurity Stocks to Buy in April

Alphabet

Chip stocks like Nvidia, Arm Holdings and AMD climbed in premarket trading on Friday after tech titans Alphabet and Microsoft posted stellar earnings and hailed the opportunities of artificial intelligence, a sign Big Tech's hefty bets on AI are starting to pay off and that the costly AI arms race will continue as firms vow to keep spending.

Chip Stocks Boom As Google And Microsoft's Big Bets On AI Start Paying Off

NVIDIA

Microsoft and Alphabet's CEOs both called out their use of Nvidia chips in earnings calls.

Nvidia Stock Rises. What Microsoft and Google CEOs Said About Its Chips.

Baidu

Quantum computing is poised to revolutionize various industries and greatly impact society due to its immense computational power. Unlike classical computers, quantum computers can perform complex calculations in minutes, which would take traditional supercomputers days or even years to accomplish.

3 Quantum Computing Stocks to Buy on the Dip: April 2024

Estee Lauder

Companies to collaborate on an AI Innovation Lab enabling closer connections with consumers, driving greater speed to market and further enhancing local relevancy NEW YORK and REDMOND, Wash., April 26, 2024 /PRNewswire/ -- The Estée Lauder Companies (ELC) and Microsoft Corp. on Friday announced the creation of an AI Innovation Lab as an expansion of their global strategic relationship.

The Estée Lauder Companies and Microsoft increase collaboration to power prestige beauty with generative AI

Colgate-Palmolive

Kenvue

McDonald's

Marathon Petroleum

Sempra Energy

Walmart

Perhaps the biggest justification for steady stocks comes from an asset class completely unrelated to the equities market: cryptocurrencies. After the benchmark blockchain asset hit a record high earlier this year, the sector has struggled for traction.

Steady Eddies: 7 Rock-Solid Stocks to Anchor Your Portfolio in April

Estée Lauder partners with Microsoft to form AI Innovation Lab to research and develop gen AI beauty solutions for its 20+ brands.

Estée Lauder and Microsoft partner to help beauty brands use generative AI

Advanced Micro Devices

Amazon

Snap

Tech stocks launched a solid rebound early Friday as Alphabet and Microsoft earnings brought renewed optimism to the sector.

Microsoft, Snap, Meta, Amazon, AMD, and Other Tech Stocks in Focus Today

Record-high capital expenditures come as both core businesses are performing well.

Google and Microsoft Cushion Their AI Capital Pains

Microsoft Corp (NASDAQ:MSFT) is tipped to rally when US markets open later today. The Redmont tech titan surpassed expectations on both the earnings per share (EPS) and revenue fronts in the first quarter.

Microsoft to reclaim $3tn valuation after AI-led profit beat

Microsoft, the tech titan most closely associated with AI, has announced nearly $10 billion in investments in artificial intelligence abroad in recent months, the price it is willing to pay to remain a top player in this crucial market.

Microsoft expands its AI empire abroad

Microsoft and Google showed investors that heavy artificial intelligence investment can pay off with rising revenue, allaying concerns raised a day earlier by Meta, which said its expensive foray into AI was not immediately paying off.

Alphabet, Microsoft shares jump as investors cheer AI investment

Microsoft plans to boost spending on AI and cloud services as demand rises. The company made $26.7 billion in revenue this quarter from cloud products, including Azure.

Microsoft's going to keep spending big as AI continues to boom

Microsoft and Alphabet reported quarterly earnings that beat Wall Street's expectations. Their CEOs said that their profits are in part thanks to their companies' investments in AI.

Microsoft and Alphabet just proved AI boom has room to run

Microsoft Corporation (NASDAQ:MSFT ) Q3 2024 Earnings Conference Call April 25, 2024 5:30 PM ET Company Participants Brett Iversen – Vice President-Investor Relations Satya Nadella – Chairman and Chief Executive Officer Amy Hood – Chief Financial Officer Conference Call Participants Keith Weiss – Morgan Stanley Brent Thill – Jefferies Mark Moerdler – Bernstein Research Karl Keirstead – UBS Raimo Lenschow – Barclays Michael Turrin – Wells Fargo Kirk Materne – Evercore ISI Alex Zukin – Wolfe Research Operator Greetings and welcome to the Microsoft Fiscal Year 2024 Third Quarter Earnings Conference Call. At this time all participants are in a listen-only mode.

Microsoft Corporation (MSFT) Q3 2024 Earnings Call Transcript

Satya Nadella has made a habit on Microsoft's earnings calls of touting the revenue growth in the company's security technology business.

Haunted by repeated breaches, Microsoft is ‘putting security above all else,' vows CEO Satya Nadella

Microsoft has more demand than supply for running artificial intelligence models in the cloud.

Microsoft says cloud AI demand is exceeding supply even after 79% surge in capital spending

Digital transformation is the name of the game — and that's great news for Microsoft.

Microsoft: Unlocking AI Benefits Will Require Cultural Changes for Enterprises

Big gains in the after-market for Snap, Alphabet and Microsoft may keep the trading week in the green.

Markets Fight Back, Stay Red; MSFT, GOOGL, SNAP Beat on Late Earnings

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

Compared to Estimates, Microsoft (MSFT) Q3 Earnings: A Look at Key Metrics

Microsoft (MSFT) shares rose around 5% in after-hours trading Thursday after the company reported better-than-expected third-quarter earnings driven by its cloud business.

Microsoft Stock Jumps On Earnings Beat Driven By Cloud Segment

Microsoft stock has soared on Microsoft shipping genAI tools based on its strategic partnership with ChatGPT creator OpenAI.

Microsoft revenue surges 17%, driven by AI gains, ChatGPT partnership

Microsoft Corp (NASDAQ:MSFT) reported its earnings for the quarter, surpassing expectations on both earnings per share (EPS) and revenue fronts. The tech giant announced an EPS of $2.94, outpacing analysts' expectations of $2.84.

Microsoft beats on profit, revenue driven by AI and cloud services

Microsoft on Thursday said its profit rose 20% for the January-March quarter as it tries to position itself as a leader in applying artificial intelligence technology to make workplaces more productive.

News for Microsoft Stock (MSFT)