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

American Assets

Agree Realty

Salesforce

Cousins Properties

DoorDash

Highwoods Properties

Kilroy Realty

Netflix

National Retail Properties

Realty Income Corp

REITs are attractive for income investors due to their high dividend payouts, and office REITs, in particular, offer solid long-term upside as office activity could see an increase in 2025/2026. Kilroy Realty Corp. has underperformed its peers but offers a 5.7% dividend yield, a well-covered payout ratio, and a strong balance sheet with investment-grade credit. American Assets Trust has shown better recent performance with a 15.14% share price increase, solid balance sheet, and growth potential in affluent areas like San Diego and Honolulu.

Two Dividend-Yielding REITs With Solid Upside Potential

Alphabet

Alphabet unit Google has agreed for the first time ever to purchase nature-based carbon removal credits from a Brazilian startup, its first engagement with carbon projects in the South American country.

Google buys carbon removal credits from Brazil startup, joining Microsoft

The Dutch market regulator said on Thursday it needed more powers to investigate deals at its own level, a day after the European Union antitrust regulators said they would not take action against Microsoft's hiring of artificial intelligence startup Inflection's staff.

Dutch competition regulator wants more power after EU drops probe of Microsoft's Inflection takeover

STOCKHOLM--(BUSINESS WIRE)--Wolters Kluwer Tax & Accounting (TAA), a global leader in professional information, software solutions, and services, today announced that Simon Hjortsberg, the company's Manager of Business Intelligence, will be a keynote speaker at Europe's first-ever Microsoft Fabric Community Conference. The anticipated event will take place from September 24 to 27, 2024, at Stockholmsmässan, in Sweden. On Wednesday, September 25, Simon Hjortsberg will deliver a presentation.

Wolters Kluwer expert to speak at Europe's inaugural Microsoft Fabric Community Conference

Microsoft (MSFT) stock price has done well in the past decades, helping propel it into the second-biggest company in the world with a market cap of over $3.2 trillion. It has jumped by over 220% in the last five years and over 750,000% since going public in the 1980s.

Buy Microsoft stock and its 15% upside – Morningstar

We remain buy-rated on Microsoft, anticipating an AI payoff in 2025. Our belief is that Microsoft's next leg of material outperformance will come from its heavy AI-related investments turning into AI monetization. We think the company is uniquely positioned to stand on that leg next year due to its positioning with Copilot sticky integration and better Azure growth as macro headwinds ease.

Microsoft: Buy In Time For AI Payoff

One of the magnificent 7 stocks, Microsoft Corporation MSFT, is part of the $3 trillion club as its shares have seen an impressive run over the past few years. However, after hitting a record high on July 5, the MSFT stock has underperformed the S&P 500 this year (+15.9% vs.

Microsoft Unveils $60 Billion Stock Buyback: Time to Buy MSFT Stock?

Microsoft (MSFT) won't face a formal European regulatory investigation over its partnership with artificial intelligence (AI) startup Inflection AI.

Europe Scraps Antitrust Investigation Into Microsoft-Inflection AI Agreement

Blackrock Inc

Microsoft (MSFT) and BlackRock (BLK), the world's largest asset manager, announced plans to raise a $30 billion artificial intelligence (AI) infrastructure fund to build data centers and related energy projects mainly in the U.S.

Microsoft, BlackRock Set Up $30B AI Infrastructure Fund Investing Mainly in US

SILICON VALLEY, Calif.--(BUSINESS WIRE)--The Hispanic Technology Executive Council (HITEC) recognizes the achievements and contributions of the top US-based Hispanic technology executives with the goal of celebrating their impactful leadership and inspiring others looking to build careers in technology. HITEC's vision is to accelerate the power and impact of Hispanic technology leaders, achieving lasting equity from the classroom to the boardroom. “The HITEC 100 leaders inspire our community, t.

Leo Loro, Senior Director, U.S. Healthcare and Lifesciences at Microsoft, Receives Prestigious HITEC 100 Recognition for 2025

NEW YORK, NY / ACCESSWIRE / September 18, 2024 / Levi & Korsinsky, LLP is investigating potential claims on behalf of individuals who purchased video games through the Microsoft/Xbox (NASDAQ:MSFT) website. Reports suggest that legally protected data may have been intercepted during transactions, particularly for customers who purchased video games featuring cut scenes or cinematics.

Microsoft/Xbox (NASDAQ:MSFT) Data Interception - Levi & Korsinsky, LLP Announces an Investigation

EU antitrust regulators will not take action against Microsoft's hiring of artificial intelligence startup Inflection's staff including its co-founders after seven EU countries dropped their requests asking their bigger peer to examine the deal, the European Commission said on Wednesday.

EU antitrust regulators will not act on Microsoft's hiring of inflection staff

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Arbor, a carbon-negative power company, today announced an agreement to deliver 25,000 tons of high-quality, permanent carbon dioxide removal to Microsoft. Starting in 2027, Arbor will support Microsoft's climate goals by delivering 5,000 tons of carbon removal per year while generating 5MW of clean electricity—enough to power roughly 4,000 US homes year-round—using readily available organic waste as a fuel source for its compact, modular system. “This contr.

Arbor Signs Multi-year Agreement to Deliver Carbon Removal Credits to Microsoft

Microsoft and BlackRock are joining forces to invest up to $100 billion in AI infrastructure. Here's what you need to know.

Microsoft, BlackRock Team Up to Invest in AI Infrastructure: What to Know

The investment partnership aims to meet a growing demand for computing power, fueled by AI.

Microsoft, BlackRock Plan $30 Billion AI Infrastructure Fund

Thanks to its increasing presence, everyday utility, and damage it has already caused, the artificial intelligence (AI) boom appears to be in full swing. However, some potential issues have been plaguing the technology for years.

BlackRock and Microsoft bet $30 billion on future of AI; Is MSFT a buy right now?

BlackRock and Microsoft bet $30 billion on future of AI

Amazon

Quarterly Form 13F filings clue investors into which stocks, industries, sectors, and trends are piquing the interest of Wall Street's top money managers. The June-ended quarter was the third straight quarter that at least a half-dozen billionaire asset managers were sellers of artificial intelligence (AI) darling Nvidia.

Forget Nvidia: Billionaire Investors Are Selling It and Buying These 2 Trillion-Dollar Stocks Instead

Microsoft and investment powerhouse BlackRock on Tuesday said they have teamed up to raise as much as $100 billion for data centers and infrastructure to power artificial intelligence.

Microsoft-BlackRock team to raise $100 bn for AI data centers

Microsoft (MSFT) shares logged their seventh consecutive higher close on Tuesday, with the latest gains coming after the company hiked its quarterly dividend by 10% and approved a $60 billion stock buyback.

Watch These Microsoft Stock Price Levels Amid Recent Bullish Momentum

A new artificial intelligence (AI) partnership that includes Microsoft and BlackRock aims to mobilize up to $100 billion in total investment potential for data centers and sources of power for those facilities.

Microsoft-Backed Partnership Aims to Raise $100 Billion for AI Infrastructure

The partnership, called the Global AI Infrastructure Investment Partnership, will additionally build out energy infrastructure to create power sources for the facilities, the companies said.

BlackRock, Global Infrastructure Partners, Microsoft, MGX Launch AI Partnership

The Global Artificial Intelligence Infrastructure Investment Partnership is initially looking to raise $30 billion for new and existing data centers. The fundraising, which could total $100 billion, will also be used to invest in the energy infrastructure needed to power AI workloads.

Microsoft, BlackRock form group to raise $100 billion to invest in AI data centers and power

BlackRock is set to launch a massive AI-focused investment fund, exceeding $30 billion, in collaboration with Microsoft and the Abu Dhabi-backed investment outfit MGX, the FT reported today.

Blackrock and Microsoft are reportedly planning a $30B AI-focused megafund

NEW YORK & REDMOND, Wash. & ABU DHABI, United Arab Emirates--(BUSINESS WIRE)--The drive to develop more powerful AI capabilities will require significant infrastructure investment to support it. Today, BlackRock, Global Infrastructure Partners (GIP), Microsoft, and MGX announced the Global AI Infrastructure Investment Partnership (GAIIP) to make investments in new and expanded data centers to meet growing demand for computing power, as well as energy infrastructure to create new sources of powe.

News for Microsoft Stock (MSFT)