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Microsoft
Azure is one of the main cloud platforms funding and serving AI workloads.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Memory's price surge threatens Apple's 'magic formula' — and the economy: WSJ reporter
Wall Street Journal technology reporter Rolfe Winkler discusses his interview with Apple (AAPL) CEO Tim Cook, who said that rising memory costs have made iPhone price increases "unavoidable."
Nasdaq, S&P 500 Futures Dip After Megacap Tech Selloff: Why SPCX, INFQ, PLTR, QBTS, HIMS Are In FocusTuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.
Bentley Systems, Amplitude, and Okta Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
Caterpillar (CAT) Lands Key Role In Chevron Microsoft AI Data Center BuildCaterpillar (NYSE:CAT) is supplying engines and turbines to power a massive Microsoft AI data center in West Texas. The project is tied to a 20-year natural gas supply agreement between Chevron and Microsoft. Caterpillar's Power Generation segment is seeing strong demand, with record order backlogs linked to AI-related infrastructure projects. This new role in powering a large AI data center puts Caterpillar directly in the path of long-term computing and energy buildouts. While the company...
Tenable, PagerDuty, and HubSpot Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
Health Catalyst, Zoom, and Autodesk Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.
Why it could benefit going forward
- Azure is one of the main cloud platforms funding and serving AI workloads.
- Copilot can raise average revenue per user across Microsoft 365, GitHub, Dynamics, and security products.
- Its distribution into nearly every large enterprise makes AI attach rates especially valuable.
Moat / edge
- Massive installed base in productivity and enterprise infrastructure.
- Deep cloud stack plus model partnerships and proprietary tooling.
- Switching costs are high once AI workflows are embedded in daily software.
What to watch
- Azure growth excluding currency and one-time items.
- Copilot user adoption, pricing durability, and seat expansion.
- Capex efficiency versus AI revenue realized.
Key risks
- Capex could stay ahead of monetization for longer than the market expects.
- Competition from Google, Amazon, and specialized AI software vendors.
Business snapshot
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications. Its Intelligent Cloud segment provides Server products and cloud services comprising Azure and other cloud services, GitHub, Nuance Healthcare, virtual desktop offerings, and other cloud services; server products, including SQL and windows server, visual studio and system center related client access licenses, and other on-premises offerings; enterprise and partner services, such as enterprise support and nuance professional services, industry solutions, Microsoft partner network, and learning experience. The Personal Computing segment provides windows and devices, such as Windows OEM licensing and devices and surface and PC accessories; gaming services and solutions, such as Xbox hardware, content, and services, first- and third-party content Xbox game pass, subscriptions, and cloud gaming, advertising, and other cloud services; search and news advertising services. It sells its products through OEMs, distributors, and resellers; and online and retail stores. The company has a strategic collaboration with Mayo Clinic, Inc. for the development of a frontier AI model for healthcare; and Global Objects, Inc. to build a retrieval-grounded generative AI world model. The company was founded in 1975 and is headquartered in Redmond, Washington.