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

Apple

Microsoft and Apple each paid over $15 billion in dividends last year. Although the yields seem low, these tech stocks could be great long-term income investments.

The Top 2 Dividend Payers From 2023 Were Both Tech Giants

Amazon

Nvidia has been the clear early winner in the artificial intelligence (AI) gold rush. Some investors will probably take a hard pass, given the stock's elevated valuation.

Forget Nvidia: 2 Brilliant "Magnificent Seven" Artificial Intelligence (AI) Stocks to Buy Hand Over Fist, According to Wall Street

NVIDIA

All of us investors are on the lookout for different ways to maximize profits. Whether you want to double your money or take home a higher dividend, these three mega-cap stocks will help achieve your goals.

Go Big or Go Home: 3 Mega-Cap Stocks for Supersized Profits

Now up 14% year-to-date and by more than over 50% year-over-year, Microsoft (NASDAQ: MSFT ) stock remains among the top “Magnificent 7” plays. Besides OpenAI and ChatGPT, the company has other key developments, like AI integrations and cybersecurity, to increase its growth rate.

Microsoft's Unstoppable Momentum: Why Wall Street and Main Street Are Betting Big on MSFT Stock

Salesforce

FactSet Vice President and Senior Earnings Analyst John Butters' Earnings Insights weekly research report covers, amongst other things, the number of times S&P 500 companies mention the words “artificial intelligence” and “AI” during their quarterly earnings calls.  In Q4 2023, the conference calls carried out between Dec. 15, 2023, and March 14, 2024, FactSet found that 179 S&P 500 companies cited these words during their fourth-quarter conference call.

The AI Buzz: 3 Tech CEOs Talking Up a Storm During Earnings Calls

Braze

Chegg

Intuit

Oracle

UiPath

Palantir Technologies

Software stocks permeate today's market, and the trend is here to stay. Democratized, no-code platforms make software startups a breeze, and many of these founders (and investors) have their sights on liquidity events that end with the company listed on public exchanges.

7 No-Brainer Software Stocks to Own Now

DALLAS--(BUSINESS WIRE)--Leeward Renewable Energy (“LRE” or “Company”), a leading renewable energy company, today announced that it has entered into two 200-megawatt (MW) Power Purchase Agreements (PPA) with Microsoft Corp. (“Microsoft”). Through these PPAs, Microsoft will purchase the power generated from two 200-MW LRE solar facilities currently under development: Morrow Lake Solar in Frio County, Texas, and Cradle Solar in Brazoria County, Texas. Both projects will utilize First Solar ultra-.

Leeward Renewable Energy Signs Power Purchase Agreement with Microsoft for Morrow Lake Solar and Cradle Solar Facilities

Arista Networks

ServiceNow

The tech industry is filled with innovative companies that can outperform the market and generate long-term gains for investors. Some tech stocks in this industry have become generational winners and have minted millionaires.

3 Tech Stocks That Could Be Multibaggers in the Making: March Edition

NVIDIA NASDAQ: NVDA ushered in a new age with the surge of AI and its lean into full-stack AI services. The company's leadership position is reflected in its results and stock price, which is still advancing.

The Most Bought AI Stock by Congress Isn't NVIDIA

Taiwan Semiconductor Manufacturing

Microsoft's partnership with OpenAI gives it a leg up in the AI arms race. Taiwan Semiconductor Manufacturing Company's chips are vital in bringing the AI ecosystem to life.

3 AI Stocks to Buy Hand Over Fist in March

Adobe

Advanced Micro Devices

Deere & Company

Nvidia, AMD, and Taiwan Semiconductor are the backbone of the AI boom. Meta Platforms' and Microsoft's AI investments are already paying off.

If There Were a "Magnificent Seven" Purely for AI Stocks, These Would Be My Top Picks

Given Microsoft's (NASDAQ: MSFT ) stock multiple, huge opportunities and the extremely effective management of its CEO, Satya Nadella, I expect MSFT stock to continue to outperform the market over the longer term. Consequently, I view the shares as a Buy for investors looking for exposure to Big Tech and AI.

Microsoft's Secret Weapons: 3 Business Segments Poised for Explosive Growth

Wedbush analyst Dan Ives thinks Microsoft stock could hit $500 in the next 12 months. Despite heavy spending on AI, the company expanded its margins and dropped more to the bottom line.

1 Wall Street Analyst Thinks Microsoft Stock Is Going to $500. Is It a Buy?

Alphabet

Tesla

Last year was the year of the Magnificent 7 stocks, the seven tech companies that powered the S&P 500 to a 24% gain. So dominant were those seven companies that if you removed them from the equation, the benchmark index would have generated only 8% for the year.

Magnificent 7 Reality Check: Separating the Studs From the Duds

Lam Research

Chip stocks have continued to heat up for investors seeking to benefit from the early stages of the AI race. Undoubtedly, generative AI hit many of us like a tsunami last year, with many of the top semiconductor innovators experiencing a surge in demand for their offerings as many firms looked to jump aboard the accelerated computing bandwagon.

3 Chip Stocks to Buy for the AI Tsunami

Roblox

A somewhat controversial concept, metaverse stocks to buy presents both opportunities and pitfalls. Still, with so much money being poured into the digital ecosystem – which is broadly defined as a network of shared, immersive virtual worlds where people can connect with each other – it's worth keeping this sector on your radar.

3 Metaverse Stocks to Buy on the Dip: March 2024

Artificial Intelligence (AI) has taken the stock market to heights never before seen in its rich history. Moreover, with its disruptive long-term impact, AI will continue to be a major needle-mover for financial markets for years to come.

The 3 Best AI Stocks to Buy in Q2 2024

SAN JOSE, Calif. & REDMOND, Wash.--(BUSINESS WIRE)--Today at Adobe Summit – the world's largest digital experience conference – Adobe (Nasdaq:ADBE) and Microsoft (Nasdaq:MSFT) announced plans to bring Adobe Experience Cloud workflows and insights to Microsoft Copilot for Microsoft 365 to help marketers overcome application and data silos and more efficiently manage everyday workflows. These new integrated capabilities will bring relevant marketing insights and workflows from Adobe Experience Cl.

Adobe And Microsoft Partner to Bring New Generative AI Capabilities to Marketers as They Work in Microsoft 365 Applications

BOSTON--(BUSINESS WIRE)-- #AI--Network and cloud security company Tufin announced its participation in the Microsoft Copilot for Security Partner Private Preview.

Tufin is a Proud Participant in the Microsoft Copilot for Security Partner Private Preview

Chipotle

e.l.f. Beauty

Visa

Walmart

Every stock market dip presents opportunities for blue-chip stocks to buy. Your favorite stocks get cheaper with every dip and allow you to build your positions while lowering your cost basis.

7 Blue-Chip Stocks to Buy on the Dip: March 2024

Microsoft Corp. is already the largest public U.S. company, with a nearly $500 billion lead on second-ranked Apple Inc.

Microsoft is already bigger than Apple, but its ‘iPhone moment' could be coming

SANTA CLARA, Calif.--(BUSINESS WIRE)--Dremio, the unified lakehouse platform for self-service analytics, today announced the general availability of Dremio Cloud on Microsoft Azure. This SaaS solution brings users closer to their data with lakehouse flexibility, scalability, and performance at a fraction of the cost of traditional data warehouses. Dremio Cloud's intuitive unified analytics, high-performance SQL query engine, and lakehouse management service for next-gen dataops let organization.

Dremio Announces General Availability on Microsoft Azure

Companies paid a record $1.7 trillion in dividends last year. Microsoft and Apple led the way.

These 2 "Magnificent Seven" Stocks Dominate This $1.7 Trillion Annual Outlay

The global race for artificial-intelligence talent can be intense, rewarding, and also a potential headache for companies—just ask Microsoft.

Microsoft Reshuffle Shows Brutal Nature of AI Talent Race, and Other Technology News

Microsoft said Monday it has selected company veteran Pavan Davuluri to run its groups working on the Windows operating system and Surface devices.

News for Microsoft Stock (MSFT)