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

Quantum Computing

Microsoft and Quantinuum recently announced a breakthrough in quantum computing. Big tech companies like Microsoft use AI systems to help accelerate R&D on quantum computing technology.

Is Microsoft a Top Stock for Quantum Computing Right Now?

Alphabet

NVIDIA

Palantir Technologies

Super Micro Computer

The Nasdaq Composite has surged over the past year or so, but history suggests the rally is far from over. Generative AI has gone viral but is just getting started.

History Says the Nasdaq Will Continue to Soar in 2024: My Top 5 Artificial Intelligence (AI) Growth Stocks to Buy Before the Surge Continues

Constellation Energy Corp

NRG Energy

Vistra Energy

Winnebago

Picking winners in a hot industry like AI can be challenging as the competition is fierce. Nevertheless, the one constant is that the proliferation of AI will require a plethora of new energy production.

Underappreciated Industry Benefits from AI Buildout

American Express

Deckers Outdoor

Lululemon Athletica

Procter & Gamble

iShares Gold Trust

Buying and holding stocks for the long run is a time-tested strategy that can generate sizable long-term returns. Investors can simplify the experience by purchasing shares of top-tier ETFs with low expense ratios, but also by picking up stocks to buy now that can lead to market outperformance.

7 Stocks to Buy Now: Q2 Edition

Advanced Micro Devices

Amazon

Micron Technology

Markets have remained strong in 2024 primarily because of two factors: the emergence of AI stocks and expectations of multiple Fed rate cuts this year. However, inflation remains high while other economic signals indicate a strong economy overall.

7 Must-Have AI Stocks, Fed Rate Cuts or No Fed Rate Cuts

Microsoft's $13 billion investment in OpenAI could face an EU antitrust investigation as regulators are building the case for such a move, people familiar with the matter said on Thursday.

Exclusive: Microsoft's OpenAI partnership could face EU antitrust probe, sources say

Microsoft (MSFT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Microsoft (MSFT) Reports Next Week: Wall Street Expects Earnings Growth

DANIA BEACH, Fla.--(BUSINESS WIRE)--IntelePeer, a leading AI-powered Communications Automation Platform provider, has integrated with Microsoft Azure OpenAI Service to embed OpenAI GPT into the company's Communications Automation Platform and Intelligent Virtual Assistant (IVA), SmartAgent™. With this integration, IntelePeer is delivering advanced solutions to fully automate customer interactions and improve operational efficiencies for businesses while creating a faster and easier customer exp.

IntelePeer Integrates with Microsoft Azure OpenAI Service to Deliver AI Automation Solutions to Significantly Improve Customer Service

Microsoft has multiple AI-related catalysts that could help it maintain a healthy growth rate for a long time. Meta Platforms is stepping on the gas thanks to AI, and appears to have strong potential in digital advertising.

2 Artificial Intelligence (AI) Stocks That Could Beat Nvidia in the Coming Decades

Software firm Microsoft is set to report earnings on April 25, and some analysts are upbeat, citing tailwinds from artificial intelligence.

Microsoft's Earnings Are Next Week. It's All About Azure and AI.

CHICAGO & BENGALURU, India--(BUSINESS WIRE)-- #AI--MathCo®, a global leader in Enterprise AI and analytics, proudly announces its designation as a Microsoft Solutions Partner for Data and AI.

MathCo Named Microsoft Solutions Partner for Data and AI

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Moveworks, a leading generative AI copilot for enterprise employee support, today announced a new multi-year collaboration with Microsoft. This collaboration marks a pivotal step in standardizing Moveworks' artificial intelligence (AI) and machine learning (ML) platform on Microsoft Azure — a move that underscores Microsoft Azure's ability to meet the demand for Moveworks' Next-Generation Copilot. "We are seeing significant customer demand for our new Nex.

Moveworks Announces Strategic Collaboration With Microsoft to Deliver Secure, Scalable Generative AI Solutions to Customers

CFRA analyst Angelo Zino thinks Microsoft will perform better than expected in its next earnings report. At the same time, Zino rates Microsoft stock a "sell.

Is Microsoft Stock Going to $475? 1 Wall Street Analyst Thinks So

Cloud computing is a vast industry expected to achieve a 16.40% compounded growth rate until 2029. Businesses operating in this sector have experienced rising revenue and profit margin expansion.

3 Cloud Computing Stocks to Buy Now: Q2 Edition

Microsoft (NASDAQ: MSFT ) stock continues to garner analysts' favor for its advancements in generative artificial intelligence. With over 1 million Copilot subscribers by October 2023, Microsoft's revenue outlook is strong.

Why Microsoft Stock Is Still a No-Brainer AI and Tech Stock to Buy

Chipotle

Morningstar

Morgan Stanley

Chipotle recently announced a 50-for-1 stock split set to take effect on June 25, one of the biggest splits in New York Stock Exchange history Microsoft shares soared 249% over the last five years, positioning the company as a stock split candidate in 2024. Microsoft is the largest enterprise software vendor and the second largest cloud services provider, and artificial intelligence products could boost growth in both areas of the business.

Meet the Stock-Split Stock Making Wall Street History, Plus the Nasdaq Stock That Could Split Next

Caterpillar

Deere & Company

Waste Management

Bill Gates, a renowned billionaire, prioritizes dividend income in his investment strategy. Gates is projected to raise an impressive $463.2 million in dividends this year, reflecting his commitment to secure and consistent long-term income.

Here's how much Bill Gates earns from dividends

Energy Transfer LP Unit

Huntington Bancshares

It's often said that baseball is America's pastime. But for some investors, Fed watching is the real spectator sport.

Beat the Fed: 3 Rate-Hike Winners to Buy Before Liftoff

Netflix

The most exciting time of the year is finally here – earnings season. This is when prospective investors eagerly wait to see how the market is doing and professional investors try to time their moves.

Q1 Earnings Alert: 3 Stocks That All Investors Will Be Watching

Broadcom

Uber

Exxon Mobil

With a lot of uncertainty in the market from geopolitics down to monetary policy, jittery investors may find comfort in hedge fund picks. Specifically, ideas that the alpha wolves of the market have put their money into may offer both confidence and upside.

7 Stocks the Hedge Fund Gurus Are Piling Into: April 2024

EU antitrust regulators have concluded that Microsoft's $13 billion investment into OpenAI is not an acquisition, sources familiar with the matter said on Wednesday, signaling the deal will avoid a formal European probe that could have led to onerous remedies for the U.S. tech giant.

Microsoft-OpenAI deal set to dodge formal EU merger probe, sources say

Nvidia's amazing run is set to continue well into the next decade, making it a prime candidate to become the largest American company by 2035. Amazon should continue to climb the list, thanks to its diverse business segments, all of which can benefit from AI-driven advancements.

Opinion: These Will Be the 4 Largest Companies by 2035

Apple

AbbVie

Apollo Tactical Income Fund, Inc.

Ares Dynamic Credit Allocation Fund

BlackRock Multi-Sector Income Trust

Chimera Investment

Credit Suisse High Yield Bond Fund

Duff & Phelps Global Utility Income Fund Inc

Duke Energy

First Trust Senior Floating Rate Income Fund II

Golub Capital BDC

Clough Global Opportunities Fund

Naturally, one should monitor their portfolio on a regular basis in case there are any news events or market circumstances that can affect a stock price or its dividend adversely.

News for Microsoft Stock (MSFT)