Microsoft Corporation
Revenue
$78B
Net Income
$28B
Microsoft Corporation
Revenue
$78B
Net Income
$28B
Microsoft Corporation
CIK: 0000789019
Earnings Analysis
Analyzed 10 of 12 reports
Performance Summary - Q3 2025bullishraised
Financial Performance Trend
Overall Analysis & Outlook
Over the past 5 quarters, Microsoft Corporation has been consistently bullish with multiple guidance raises. Revenue has grown 147155.8% during this period. The latest quarter shows bullish sentiment with positive tone from management.
Latest Quarter Highlights:
Microsoft delivered strong quarterly results driven by robust cloud and AI growth, with Microsoft Cloud revenue increasing 26% to $49.1 billion. The company continues to make significant investments in AI infrastructure and partnerships, positioning itself competitively in the rapidly evolving technology landscape.
Detailed Quarterly Reports
In-depth analysis of each quarter's earnings filing
Q3 2025
10-Q • Filed 10/29/2025
Summary
Microsoft delivered strong quarterly results driven by robust cloud and AI growth, with Microsoft Cloud revenue increasing 26% to $49.1 billion. The company continues to make significant investments in AI infrastructure and partnerships, positioning itself competitively in the rapidly evolving technology landscape.
Revenue
$77.67B
Net Income
$27.75B
Guidance
Tone
Partnerships
Key Quotes
"We are committed to making digital technology and artificial intelligence available broadly and responsibly"
"Microsoft Cloud revenue increased 26% to $49.1 billion"
"Commercial remaining performance obligation increased 51% to $392 billion"
Q2 2025
10-K • Filed 7/30/2025
Summary
Microsoft delivered strong financial performance, driven by cloud and AI services growth. Azure and Microsoft 365 Commercial cloud saw robust expansion, reflecting the company's strategic focus on cloud and AI technologies.
Revenue
$76.441M
Net Income
$27.233M
Guidance
Tone
Capex
$64.55B(+45.1% YoY)
Partnerships
Key Quotes
"We are building AI into many of our offerings, including our productivity services"
"Microsoft Cloud revenue increased 23% to $168.9 billion"
"Azure and other cloud services revenue grew 34% driven by demand for our portfolio of services"
Q1 2025
10-Q • Filed 4/30/2025
Summary
Microsoft demonstrated strong quarterly performance, with Microsoft Cloud revenue growing 20% and continued investments in AI infrastructure driving strategic growth. The company remains focused on cloud and AI services across its business segments.
Revenue
$70.066M
Net Income
$25.824M
Guidance
Tone
Partnerships
Key Quotes
"We are incurring significant costs to build and maintain infrastructure to support cloud-based and AI services"
"Microsoft is a technology company committed to making digital technology and artificial intelligence broadly available"
Q4 2024
10-Q • Filed 1/29/2025
Summary
Microsoft delivered strong Q4 performance, with Microsoft Cloud revenue growing 21% to $40.9 billion and robust growth across cloud and AI services. The company continues to invest heavily in AI infrastructure and platforms, positioning itself competitively in the rapidly evolving technology landscape.
Revenue
$69.632M
Net Income
$24.108M
Guidance
Tone
Partnerships
Key Quotes
"We are investing in artificial intelligence across the entire company and infusing generative AI capabilities into our consumer and commercial offerings."
"Microsoft is a technology company committed to making digital technology and artificial intelligence available broadly and doing so responsibly."
Q3 2024
10-Q • Filed 10/30/2024
Summary
Microsoft delivered strong Q3 performance with 16% revenue growth, driven by cloud and AI services. Microsoft Cloud revenue increased 22% to $38.9 billion, highlighting the company's strategic focus on AI and cloud technologies.
Revenue
$65.585M
Net Income
$24.667M
Guidance
Tone
Partnerships
Key Quotes
"We are committed to making digital technology and artificial intelligence available broadly and doing so responsibly"
"Microsoft Cloud revenue increased 22% to $38.9 billion"
Q1 2024
10-Q • Filed 4/25/2024
Summary
Microsoft delivered strong Q1 2024 results with 17% revenue growth driven by cloud services and AI investments. Microsoft Cloud revenue increased 23% to $35.1 billion, with Azure growing 31%, demonstrating robust performance across key business segments.
Revenue
$61.858M
Net Income
$21.939M
Guidance
Tone
Key Quotes
"We are creating the platforms and tools, powered by artificial intelligence, that deliver better, faster, and more effective solutions"
"Microsoft Cloud revenue increased 23% to $35.1 billion"
Q4 2023
10-Q • Filed 1/30/2024
Summary
Microsoft delivered strong quarterly performance with 24% Microsoft Cloud revenue growth and continued AI infrastructure investments. The Activision Blizzard acquisition and cloud services expansion drove significant revenue and earnings increases.
Revenue
$62.02M
Net Income
$21.87M
Guidance
Tone
Partnerships
Key Quotes
"We are creating the platforms and tools, powered by artificial intelligence, that deliver better, faster, and more effective solutions"
"Microsoft Cloud revenue increased 24% to $33.7 billion"
Q3 2023
10-Q • Filed 10/24/2023
Summary
Microsoft delivered strong Q3 2023 performance, with Microsoft Cloud revenue increasing 24% to $31.8 billion. The company continues to invest heavily in AI across its product lines and completed the Activision Blizzard acquisition, positioning itself for future growth.
Revenue
$56.517M
Net Income
$22.291M
Guidance
Tone
Partnerships
Key Quotes
"We are creating the platforms and tools, powered by artificial intelligence, that deliver better, faster, and more effective solutions"
"Our strategic vision is to compete and grow by building best-in-class platforms and productivity services"
Q1 2023
10-Q • Filed 4/25/2023
Summary
Microsoft delivered strong Q1 performance with robust cloud growth and continued digital transformation momentum. The company is strategically investing in cloud services and AI while managing operational costs through selective workforce reductions.
Revenue
$52.86B
Net Income
$18.30B
Guidance
Tone
Key Quotes
"Microsoft Cloud revenue increased 22% to $28.5 billion"
"We are continuing to engage with regulators reviewing the Activision Blizzard transaction"
Q4 2022
10-Q • Filed 1/24/2023
Summary
Microsoft reported Q4 2022 revenue of $52.7 billion and net income of $16.4 billion, with continued cloud strength offset by PC market weakness. The company is reducing workforce by 10,000 jobs and consolidating office space to align cost structure with revenue.
Revenue
$52.747M
Net Income
$16.425M
Guidance
Tone
Key Quotes
"We are allocating both our capital and talent to areas of secular growth and long-term competitiveness, while divesting in other areas."
"To compete, we must successfully enlist developers to write applications for our platform and ensure that these applications have high quality, security, customer appeal, and value."
Sector Comparison
How MSFT performs vs Technology sector and Cloud Infrastructure peers