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 CEO Satya Nadella's pay rose 63% to $79.1 million for the year to June 30. The tech leader requested a lower cash incentive than planned after several cybersecurity breaches.

Microsoft CEO Satya Nadella's pay soars to $79 million despite asking for a smaller bonus

Super Micro Computer

More than a half-dozen prominent billionaire investors are selling shares of Wall Street darling Nvidia in favor of two rapidly growing artificial intelligence (AI) stocks.

2 Artificial Intelligence (AI) Stocks Billionaire Money Managers Are Choosing Over Nvidia

Microsoft CEO Satya Nadella's fiscal 2024 compensation surged 63% to $79.1 million, according to a filing on Thursday, helped by his stock awards in a year when the tech behemoth's market value breached $3 trillion.

Microsoft CEO Nadella's 2024 pay rose 63% to $79 mln on stock awards

Microsoft CEO Satya Nadella asked for a reduction in the cash incentive portion of his pay after a security incident that prompted criticism from the U.S. government. Still, Nadella's total pay went up sharply for the most recent fiscal year.

Microsoft CEO Nadella asked for pay reduction after security slip, but total comp still rose 63%

Microsoft CEO Satya Nadella was awarded more than $79 million in total compensation for the tech giant's 2024 fiscal year, up from $48.

Microsoft CEO Satya Nadella's comp tops $79M as stock soars, cash bonus cut in half on security woes

Alerian MLP ETF

Amazon

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Brookfield Corp

Constellation Energy Corp

DT Midstream

Enbridge

Enterprise Products Partners

Energy Transfer LP Unit

Kinder Morgan

NVIDIA

ONEOK

Palantir Technologies

Targa Resources

TC Energy

Cohen & Steers Infrastructure Fund Inc

Vistra Energy

Western Gas Partners

Williams

Energy Select Sector SPDR Fund

Big dividend infrastructure stocks have surged recently. We discuss the two major catalysts for this surge. We also share several opportunities that remain very attractive in the space.

Very Good News For Big Dividend Infrastructure Stocks

Microsoft faces investor caution due to rising capital expenditures, OpenAI drama, margin pressures, and Copilot product uncertainty, leading to 2024 underperformance. AI's significance since ChatGPT's launch has driven tech stock volatility, with hyperscalers like Microsoft investing heavily in capex with uncertain ROI. Despite short-term noise, Microsoft's long-term investment thesis remains strong, with attractive valuation and mid-teens growth potential.

Microsoft: Tackling Major Investor Concerns Ahead Of Earnings, Buy Reiterated

Microsoft today announced a deal with a marine carbon removal startup on the northern edge of Washington's Olympic Peninsula to potentially lock away up to 350,000 tons of CO2 over the next decade.

Microsoft signs deal for innovative ocean carbon removal off Washington's coast

OpenAI is disbanding its "AGI Readiness" team, which advised the company on OpenAI's own capacity to handle increasingly powerful AI and the world's readiness to manage the technology. Miles Brundage, senior advisor for AGI Readiness, announced his departure from the company and wrote that he believes his research will be more impactful externally.

OpenAI disbands another safety team, head advisor for 'AGI Readiness' resigns

Microsoft's ambition to become the "Netflix of video games" faces a huge test this week with the release of "Call of Duty: Black Ops 6" on Friday.

Microsoft pushes for gaming supremacy with 'Call of Duty' release

C3.ai

iShares North American Tech-Software ETF

SPDR S&P Software & Services ETF

The AI software market is expected to grow at a compound annual growth rate (CAGR) of 40.6% from 2023 to 2028, per IDC.

Bet Big on AI Software Stocks & ETFs for Long Term Opportunity

Alphabet

In the race to find the next artificial intelligence application, Chinese smartphone company Oppo said it is talking to Google and Microsoft senior management every week about the tech. "Google will also come to China to ask us, what needs and pain points do you have with your products?

Chinese smartphone maker Oppo doubles down on AI, says in regular talks with Google and Microsoft

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Ebb Carbon has signed an agreement with Microsoft to remove up to 350,000 tonnes of CO2 over the next 10 years using Ebb Carbon's Electrochemical Ocean Alkalinity Enhancement (OAE) – a method that increases the ocean's natural ability to draw down and permanently store atmospheric CO2. The agreement calls for Ebb Carbon to deliver an initial 1,333 tons of removals with options to purchase an additional 350,000 tonnes potentially available over 10 ye.

Ebb Carbon Signs Deal With Microsoft for CO2 Removal

Apple

Five Stocks, 3 Days, $12 Trillion In Market Cap. Buckle Up.

These three tech giants all have clear paths to the next market cap milestone, but one looks like a great bargain.

The Race to a $4 Trillion Market Cap: Apple, Nvidia, or Microsoft

-  The first tri-party executive roundtable was held in London to strengthen synergies for Seegene's vision of creating 'a world free from diseases'  -  Preliminary results of product development automation and statistical analysis of syndromic test results powered with Microsoft's AI technology were showcased -  Global experts and scientists participated in building a diagnostic product development eco-system utilizing Springer Nature's scientific network -  Companies fostered collaboration to drive collective impact towards next year's 'a world free from diseases' declaration ceremony SEOUL, South Korea , Oct. 24, 2024 /PRNewswire/ -- Seegene Inc., a leading South Korean company providing a total solution for PCR molecular diagnostics, held the first executive roundtable with Microsoft and Springer Nature to discuss advancing its technology-sharing initiative aimed at mitigating future pandemics and creating 'a world free from diseases', including the showcase of preliminary results from an automated diagnostic development system powered with Microsoft's artificial intelligence (AI) technology. This is the first official event that the three companies gathered to discuss the initiative.

Seegene Holds Partner Executive Roundtable with Microsoft, and Springer Nature, Accelerating its Technology-Sharing Initiative

Microsoft's 365 offerings and ChatGPT form a foundational ecosystem for future AI advancements, positioning the company as a leader in AI-driven productivity solutions. Microsoft Copilot Studio and AI agents enable automation of tasks without programming knowledge, enhancing productivity and efficiency in tools like Excel and PowerPoint. Microsoft's AI infrastructure investments are crucial for long-term dominance, with a strong ROIC-WACC spread of 20.54%, indicating value creation for shareholders.

Microsoft: The Market Is Not Pricing In Enough AI Growth

Without the Mag 7's substantial earnings contribution, Q3 earnings for the remaining S&P 500 index would be modestly in negative territory. Next week, several will reveal their results.

Mag 7 Earnings Loom: What Can Investors Expect?

Buying the 430 call and selling the 440 call would create a bull call spread.

Microsoft Stock Today: This Bull Call Spread Could Generate A $730 Profit; Here's Why

Tesla

Among the seven companies, Tesla is going to be the first to report, with its earnings release scheduled after market close today.

What You Should Know About "Magnificent 7" Stocks Ahead of Earnings

Microsoft Corp. is facing increased difficulties in retaining its female, Black, and Latinx employees, despite ongoing efforts to promote a diverse workforce. According to the company's latest diversity and inclusion report, which measures both voluntary and involuntary departures, these groups have been leaving at an accelerated rate, posing challenges for the tech giant's diversity initiatives.

Why is Microsoft struggling to retain its women and minority employees?

As Microsoft (NASDAQ: MSFT) approaches its fiscal first-quarter earnings report, Citigroup has revised its twelve-month price target for the tech giant, lowering it from $500 to $497.

Citi lowers Microsoft (MSFT) stock price target ahead of earnings

An army of Chinese-controlled social media bots is attempting to influence voters in Alabama, Texas and Tennessee, while denigrating Florida Senator Marco Rubio, according to new research published on Wednesday by Microsoft.

Chinese influence operation targets U.S. down ballot races, Microsoft says

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) Earnings Expected to Grow: Should You Buy?

Microsoft announced new autonomous agents to help fuel its artificial intelligence growth.

News for Microsoft Stock (MSFT)