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

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Earnings data Q3 2022

Earnings data Q4 2022

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Earnings data Q4 2023

Earnings data Q1 2024

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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

Constellation Energy Corp

Microsoft is estimated to pay Constellation Energy a premium as part of a long-term power purchase agreement (PPA) related to the Three Mile Island nuclear plant in Pennsylvania, Jefferies analysts said on Monday.

Microsoft may pay Constellation premium in Three Mile Island power agreement, Jefferies says

Intel was among the best performers Monday, boosted by M&A news and reports of a potentially massive cash infusion.

Stock Market Today: Dow, S&P 500 Eke Out New Highs

Pennsylvania Gov. Josh Shapiro asked regulators to allow the Three Mile Island reactor to a line so Microsoft could start using its power by 2028.

Microsoft Nuclear Deal Should Be ‘Fast-Tracked': Pennsylvania Gov. Shapiro

Constellation Energy Corporation CEG shares are trading relatively flat today after jumping more than 22% after the company signed a 20-year power purchase agreement with Microsoft on Friday.

Constellation Energy's Microsoft Deal Sparks Long-Term Growth: Analysts Raise Price Forecasts Amid Nuclear Revival

Microsoft gave new details about its security initiatives on Monday morning, less than five months after CEO Satya Nadella and security leader Charlie Bell outlined a series of reforms to address cybersecurity breaches, and said the company would be making security its top priority.

Microsoft details ‘largest cybersecurity engineering effort in history' — securing its own code

DA Davidson analyst Gil Luria downgraded the rating on Microsoft Corp MSFT to Neutral from Buy while maintaining a price target of $475.

Microsoft's AI Lead Shrinks: Analyst Downgrades Stock As Amazon And Google Close The Gap

Microsoft Corp. (NASDAQ: MSFT) faced a shift in analyst sentiment on Monday, September 23, as DA Davidson downgraded the tech giant from a Buy to a Neutral rating while maintaining a $475 price target.

Microsoft downgraded by DA Davidson citing AI competition: time to sell?

A Wall Street analyst downgraded Microsoft stock to neutral from buy, citing its diminished position in the artificial intelligence market.

Microsoft's AI Lead Has Shrunk, Analyst Says

NVIDIA

Nvidia and Microsoft are leading the artificial intelligence industry, but only one can be the better buy.

Best AI Stocks: Nvidia Stock vs. Microsoft Stock

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

This Microsoft Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Microsoft's stock leaned lower in early Monday trading, after D.A. Davidson's Gil Luria became one of the rare Wall Street analysts to warn not to invest in the software giant and artificial-intelligence play.

Microsoft's stock hit with a rare downgrade. Why this analyst says stop buying.

Amazon

There's no question: Analysts love Nvidia stock. But they like shares of two Magnificent Seven stocks in the S&P 500 even more.

Analysts Like These 2 Big Tech Stocks Even More Than Nvidia

General Electric

GE Aerospace and Microsoft spent about six weeks developing a GE-specific ChatGPT-like AI application for GE employees. Workers already have asked it more than 500,000 questions.

GE Aerospace Partners With Microsoft to Bring New AI Tools to Its Workforce

Apple

Alphabet

Tesla

Four of the Magnificent Seven offer the growth needed to justify buying the stocks today. These companies are poised to grow earnings by as much as 40% annually.

These "Magnificent Seven" Stocks Are Brilliant Artificial Intelligence (AI) Buys

Salesforce

At the Salesforce Dreamforce event, the iconic CEO had a few choice words about Microsoft Copilot. Salesforce is in the midst of rolling out a competiting generative AI "agent," so his motives are suspect.

You Won't Believe What Salesforce CEO Marc Benioff Said About Microsoft's Copilot Artificial Intelligence (AI) Assistant

Broadcom

Thanks to an acquisition in 1998, Berkshire Hathaway became the owner of a specialty investment fund that now manages $602 million in assets. The asset managers of Buffett's secret portfolio have been net-sellers of stocks over the past two years.

Warren Buffett's Secret Portfolio Is Dumping Shares of 3 Supercharged Artificial Intelligence (AI) Stocks (No, Not Nvidia!)

Meta Platforms has increased its free cash flow by 154% over the last five years. Microsoft just allocated a staggering sum for share repurchases.

3 Artificial Intelligence (AI) Stocks That Are Buying Back Their Own Shares Hand Over Fist

Microsoft stock is up 34% over the past year. The tech giant announced a new $60 billion share repurchase program.

Is It Too Late to Buy Microsoft Stock Now?

Microsoft recently initiated a $60 billion buyback plan. History indicates that the buyback will have little effect on the stock's performance.

Microsoft's Stock Buyback: History Says This Is the Likely Impact

Microsoft signed a power purchase agreement with Constellation Energy to buy power from a shuttered nuclear plant. Constellation will restart the plant to support Microsoft's data center operations.

Microsoft Goes Nuclear. Here Are the Biggest Beneficiaries of Its Massive Power Grab.

Caterpillar

Canadian National Railway Company

Walmart

It's hard to argue against the investing decisions of billionaire Bill Gates. At just 68, he's now worth $138.6 billion thanks in large part to the success of Microsoft.

Billionaire Bill Gates Has 88% of His Portfolio in These 5 Stocks

Cloud computing providers will continue to see strong demand for their products. Amazon, Microsoft, and Alphabet all have top-tier cloud computing offerings.

3 Stocks to Take Advantage of the Next Wave of Artificial Intelligence (AI) Investing

Microsoft's advancements in error correction for quantum computing position it ahead of the competition. The new Qubit-Virtualization code significantly improves qubit fidelity, creating the most reliable logical qubits ever, far surpassing current industry standards. Azure Quantum's integration of these advancements could establish Microsoft as the dominant quantum computing platform, similar to its historical success with MS-DOS.

Microsoft Delivers The World's Most Accurate Qubits

PayPal

S&P Global

You can say hedge fund operator Ken Griffin likes diversification.

Ken Griffin Dumped These 3 Stocks From Citadel Advisors

Keurig Dr Pepper Inc

One of the most prominent tech giants in the galaxy hiked its distribution by 10%. A unique beverage company wasn't far behind, declaring a dividend raise of 7%.

News for Microsoft Stock (MSFT)