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

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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

Costco

Domino's Pizza

There are few better ways to make money on Wall Street than buying dividend stocks.

3 Fabulous Dividend Stocks to Buy and Hold Forever

Apple

NVIDIA

Tech giants battle for AI dominance as Apple, Microsoft, and Nvidia vie to invest in OpenAI's $100B round, signaling major impacts on AI stocks.

Apple, Microsoft, and Nvidia Battle for AI Dominance in $100B OpenAI Investment Round

OpenAI is aiming to raise several billion dollars. Apple and Nvidia would be attractive backers but one deal seems more likely.

Apple and Nvidia May Be Keen on Investing in OpenAI. Why It Only Works for One of Them.

The Bill & Melinda Gates Foundation Trust had 54% of its portfolio allocated to Microsoft (33%) and Berkshire Hathaway (21%) as of the June quarter. Microsoft is the largest software company and the second-largest public cloud, and its investments in artificial intelligence could be a significant growth driver.

Billionaire Bill Gates Has 54% of His Trust Invested in 2 Brilliant Stocks

Amazon

iShares MSCI Emerging Markets ex China ETF

Alphabet

JPMorgan Chase & Co

Netflix

Invesco QQQ

Charles Schwab

SPDR S&P 500 ETF Trust

Walmart

JPMorgan, Netflix, and Walmart are the top performers YTD among clients' top 12 holdings, while Microsoft, Amazon, and Nasdaq 100 underperform the S&P 500. Any international fund or ETF that doesn't have a US component (ex-US) is seeing single-digit returns, but the last 30 to 60 days, perhaps due to the weaker dollar, the asset class is starting to stir.

Top 10 Holdings And How The S&P 500 Sectors Performed During The 2019 Rate Cuts

McDonald's

14 long-term dividend growth companies announced their annual dividend increases in August. Intuit, Nordson, Carlisle Companies, and Badger Meter all rewarded investors with 15%+ increases, with Badger Meter announcing a 26% boost. Microsoft should announce a double-digit boost in September, along with mid-single digit increases from Starbucks, McDonald's and Lockheed Martin.

Microsoft, McDonald's Among 13 Companies To Reward Investors With Increased Dividends In September

Nvidia is more financially secure than AMD and has a more established role in AI. Meanwhile, Microsoft is an attractive way to invest in AI software.

Forget AMD: 2 Tech Stocks to Buy Instead

Many of the market's bluest blue chip stocks have been shining bright in recent weeks, with some surging to new all-time highs while the rest of the market falls short.

2 Large Blue Chip Stocks That Investors Should Buy Now

Google, Microsoft, Amazon and others have been quietly poaching coveted talent from AI startups, without actually acquiring the companies.

The sneaky way Big Tech is acquiring AI unicorns without buying the companies

Forget Nvidia: Billionaire Daniel Loeb Has 31% of His $8.7 Billion Portfolio in Just 4 Unstoppable Artificial Intelligence (AI) Stocks Instead

Nvidia and Apple are reportedly in talks to contribute to OpenAI's next fundraising round — a round that could value the ChatGPT maker at $100 billion.

Apple and Nvidia could be OpenAI's next big investors

OpenAI is proving once again that it's the most valuable startup in the world. The company is considering a funding round that could value it at more than $100 billion, per The Wall Street Journal.

OpenAI is the new Nvidia for investors that even Nvidia wants in on

Apple is reportedly considering investing in OpenAI during its next fundraising round. This move follows Apple's June announcement of a partnership with OpenAI for AI features.

Apple is cutting in on Microsoft's dance with OpenAI

Apple is reportedly in talks to invest in OpenAI, which became the first official partner for Apple Intelligence in June. The investment would be part of a funding round that would value OpenAI at over $100 billion, The Wall Street Journal reported Thursday (Aug. 29), citing unnamed sources.

Report: Apple Considers Investing in OpenAI

Apple is in discussions to invest in OpenAI as part of a new funding round that could value the AI company at over $100 billion, according to a report by Wall Street Journal that cited sources aware of the matter.

Apple in talks to join OpenAI's $100 billion funding round: WSJ report

Led by the investment firm Thrive Capital, the new deal would value the artificial intelligence start-up at over $100 billion.

Apple and Nvidia in Talks to Invest in OpenAI

The U.S. AI Safety Institute on Thursday announced it had come to a testing and evaluation agreement with OpenAI and Anthropic. The agreement allows the institute to "receive access to major new models from each company prior to and following their public release.

OpenAI and Anthropic agree to let U.S. AI Safety Institute test and evaluate new models

Apple is in talks to invest in OpenAI as part of a new fundraising round that would value the ChatGPT maker above $100 billion, Wall Street Journal reported on Thursday, citing people familiar with the matter.

Apple in talks to join OpenAI funding round, WSJ reports

Apple AAPL 2.30%increase; green up pointing triangle is in talks to invest in OpenAI, a move that would cement ties to a partner integral to its efforts to gain ground in the artificial-intelligence race.

Apple in Talks to Join New OpenAI Funding Round

ARM Holdings PLC

Broadcom

Investors have had concerns that the pace of AI adoption might slow after a blistering run since early last year. These fears sent fair-weather investors to the sidelines in recent weeks, sending many AI-related stocks lower.

Why Artificial Intelligence (AI) Stocks Arm Holdings, Microsoft, and Broadcom Rallied on Thursday

Is the artificial intelligence stock market boom still wired or tired? Top AI stocks such as Microsoft, Apple and Nvidia face high expectations.

AI Stocks: Tech Giants, Cloud Titans Face 'Show Me' Moment

Microsoft's Q4 FY 2024 earnings report showed solid performance, but investor concerns over AI infrastructure investments and declining cloud growth led to a stock price dip. Despite short-term challenges, the company's long-term potential in AI and cloud computing remains immense. Valuation metrics suggest Microsoft's stock may be overvalued, but its strong balance sheet and potential AI-driven growth justify holding the stock for long-term gains.

Analyzing The Threats: The Potential Risks Of Microsoft's Major AI Infrastructure Spending

CrowdStrike

Cybersecurity firm CrowdStrike Holdings Inc (NASDAQ:CRWD) has reduced its revenue and profit forecasts following a global outage in July caused by a faulty software update. Affecting internet services for 8.5 million Microsoft Windows devices, it led to widespread flight cancellations, while many organisations and businesses were also hit.

CrowdStrike bares the scars of Microsoft outage as forecast are cut

It has been 10 months since I published my first Article on MSFT. Since then, the stock has appreciated by 28.3%, 4% shy of the S&P 500. I believe investors shouldn't worry about the increased CapEx investment because demand for AI Azure is still strong, and Satya Nadella has a proven track record. Satya Nadella turned MSFT from a mature company in 2014 to a growth company delivering double-digit top and bottom line results.

Microsoft: Ignore Short-Term Noise And Focus On The Bigger Picture

While some young A.I. companies have struggled to compete with the tech industry's giants, OpenAI has been rapidly expanding.

News for Microsoft Stock (MSFT)