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 stock has a premium valuation but without the performance.

1 Warning Sign That Could Send Microsoft Stock Down Further

A combination of political and market pressure will probably drive this stock split.

This Could Be the Next Major Artificial Intelligence (AI) Stock to Undergo a Stock Split

Apple

Alphabet

The tech sector is bracing itself for change under a second Trump presidency. AI regulation is likely to change under Trump, but major antitrust cases are unlikely to be impacted.

What's next for tech giants like Google, Apple, and Microsoft now Trump has won

Amazon

Tesla

For Nvidia, it's unlikely that any shift in power would derail its run.

Nvidia Stock Rises as Trump on Brink of Presidency. What That Means for Google, Mag 7.

Microsoft had a strong start to FY25, beating both the top- and bottom-line estimates, with Azure rebounding and AI investments driving growth. Despite Azure's Q1 success, Q2 guidance predicts slower growth due to supply constraints, not demand issues, suggesting future growth potential. AI investments, particularly in Copilot, are paying off, with significant adoption among Fortune 500 companies.

Microsoft: Q1 Shows AI Investments Are Worth It As Azure And Copilot Deliver

My 10-year valuation model indicates Microsoft could be 40% undervalued with a sustained 15% revenue CAGR and moderate EBITDA margin expansion. Q1 revenue from Microsoft Cloud grew 22% and Azure by 33%, driven by AI. Management's capex in AI offers future ROI, supporting a $10B AI revenue run rate by Q2. Satya Nadella's AI focus, cloud-first strategy, and 100+ acquisitions are crucial to MSFT's growth. His continuity is vital; a leadership change could threaten Microsoft's long-term gains.

Microsoft Q1: Nadella's AI Strategy Unlocks Undervaluation

Microsoft delivered strong Q1 FY2025 results, exceeding expectations on both revenue and earnings. Commercial momentum remains solid, driven by robust demand for cloud and AI services and a disciplined approach to spending, which supports profitability. However, heading into Q2 FY2025, Microsoft faces temporary capacity constraints in its cloud operations and profit headwinds due to costs associated with AI-related investments, including OpenAI.

Microsoft: Expect Choppy Investor Sentiment Until Azure Capacity Stabilizes

Microsoft's Q1 2025 earnings exceeded expectations, driven by strong growth in its Intelligent Cloud unit. More importantly, the earnings report demonstrates to me MSFT's remarkable ability to consistently balance growth and profitability despite its mega-size. Measured by the Rule of 40, Microsoft consistently scores well above the 40% threshold even with the most stringent profitability metric.

Microsoft Q1: Rule Of 40 Continues

A South Korean fintech utilizes AI to pick stock for its portfolio every month . In November, it made some interesting choices.

AI Robot Trader Dumped Microsoft, Amazon Stocks and Went Defensive. Here's What It Bought.

Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Investors Heavily Search Microsoft Corporation (MSFT): Here is What You Need to Know

The former head of Meta's augmented reality glasses initiative has joined OpenAI to lead the startup's robotics and consumer hardware efforts. Caitlin "CK" Kalinowski announced her new role Monday in a post on LinkedIn, writing, "I will initially focus on OpenAI's robotics work and partnerships to help bring AI into the physical world.

OpenAI hires Meta's former Orion head to lead its robotics efforts

BYD Co Ltd

Coca-Cola

Roku

Vertex Pharmaceuticals

From blue chip dividend stocks to industry-leading growth stocks, there are plenty of bargains in today's market if you know where to look.

5 Top Stocks to Buy in November

Microsoft's high-margin cloud business continues to shine.

Microsoft Stock Just Had Its Worst Day in Two Years. Is It a Buy Now?

Caterpillar

Canadian National Railway Company

Waste Management

You might be surprised by which stocks Gates is betting on.

Here Are Billionaire Bill Gates' 5 Biggest Holdings

The move would make the firm more attractive to investors.

ChatGPT parent OpenAI in talks with California to become for-profit company: report

Sam Altman-led OpenAI is in early talks with the California attorney general's office to change its corporate structure in a bid to become a for-profit business, Bloomberg News reported on Monday, citing two people familiar with the matter.

OpenAI in talks with California to become for-profit company, Bloomberg News reports

Physical Intelligence, a robot startup based in San Francisco, has raised $400 million at a $2.4 billion post-money valuation, the company confirmed Monday to CNBC. Investors included Amazon founder Jeff Bezos, OpenAI, Thrive Capital and Lux Capital.

Jeff Bezos and OpenAI invest in robot startup Physical Intelligence at $2.4 billion valuation

AppLovin Corp

Boeing

Merck

NVIDIA

Seeking Alpha's Investing Group leaders presented their earnings assessments from Mag 7 tech giants. Are investors missing hidden opportunities with BDCs, CEFs, mREITs, and preferreds? The case is made for breaking up Realty Income.

Investing Groups Digest: Mag 7 In The Market Spotlight

Investors were disappointed with Microsoft's Azure forecast, but the reaction looks overdone.

AI Powers Microsoft's Q1 Growth, but Stock Falls on Guidance. Is It Now a No-Brainer Buy?

Despite strong 1Q FY2025 earnings, Microsoft's 2Q FY2025 guidance points to a sharp slowdown in total revenue, with Azure growth expected to decelerate further. Its commercial bookings and remaining performance obligations continued to accelerate in 1Q FY2025, supporting strong growth in cloud revenue going forward. While gross margin experienced some contraction, operating margin has remained resilient and is expected to expand further YoY in 2Q, driven by ongoing cost optimization efforts.

Microsoft: Azure Revenue Set To Reaccelerate In H2 FY2025 Fueled By Strong AI Investments

Shift4 Payments

Don't sleep on these 3 stocks heading into 2025.

Opinion: The 3 Best Tech Stocks to Own Ahead of 2025

Microsoft's growth doesn't depend on a single product, service, or industry trend.

If I Could Only Buy Shares in One $1 Trillion Company Through the End of 2025, I'd Pick This Outstanding Growth Stock

Microsoft's (NASDAQ: MSFT) stock technical setup is signaling more losses ahead as the equity faces bearish pressure, with investors digesting the company's Q3 earnings report.

Microsoft stock forms first death cross in over 2 years — What's next?

Microsoft's cloud segment is thriving, with investors interested in this tech giant.

Should Investors Buy Microsoft Stock in November?

While Microsoft's FY1Q25 revenue beat may sound positive, most of that beat came from the More Personal Computing segment, with Azure only coming in in-line with expectations. Azure's 34% growth in FY1Q25 is in-line with expectations, but management guided to Azure growth of 31% to 32% next quarter, missing expectations by 1 percentage point. The key reason for the miss was due to third-party infrastructure providers that are delaying the bringing online of data center capacity.

News for Microsoft Stock (MSFT)