Cloud Empire

Satya Nadella's pivot from Windows to Azure and AI

Microsoft's OpenAI position

100%OpenAI compute on Azure
49%OpenAI ownership stake

Every ChatGPT query pays Microsoft. The AI boom's biggest beneficiary might not be an AI company.

MSFTNASDAQ
Microsoft Corporation

Enterprise software leader — Windows, Azure, AI

$441.31
+735416.7% since 1986
Revenue (TTM)
How much money came in the door over the past year. Think of it as total sales before paying any bills.
$245.1B
+15.7%
Net Income (TTM)
What's left after paying everyone—employees, suppliers, taxes, everything. This is the actual profit.
$88.1B
+21.7%
Gross Margin
For every dollar of sales, how much is left after making the product? Higher is better—more room for profit.
70.0%
EPS (TTM)
If you owned one share, this is your slice of the profit. Bigger number = more earnings for each share you hold.
$11.81
+21.9%

Financial Performance

Azure and cloud services now 40%+ of revenue, growing 25%+ annually. Operating margins above 40% make Microsoft one of the most profitable tech giants.

Revenue

Money coming in the door each quarter—total sales before paying any bills.
$64.7B
+178.9%

Net Income

What's left after paying everyone. This is the real profit the company keeps.
$22.0B
+388.9%

Earnings Per Share

Your slice of the profit for each share you own. Bigger = better.
$2.95
+446.3%

Margins

How much profit is made on each dollar of sales. Higher margins = more efficient business.

Profitability over time

Gross
70.0%
Operating
43.0%

What Drives Microsoft Corporation

Revenue breakdown by product segment

Product Revenue Mix

Annual revenue by segment

Intelligent Cloud$105B
Productivity & Business$78B
Personal Computing$62B

The Cloud Transformation

Satya Nadella's bet on Azure — cloud now 43% of revenue

Intelligent Cloud

Azure, server products, and enterprise services

Cloud Revenue
$105B

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About Microsoft Corporation

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The company operates through Intelligent Cloud (Azure), Productivity and Business Processes (Office 365, LinkedIn), and More Personal Computing (Windows, Xbox, Surface) segments.

TechnologySoftware—Infrastructure

Data Sources

Price Data: Yahoo FinanceFinancials: Microsoft Corporation SEC FilingsSegments: Company 10-K