MSFT Earnings Prediction
The chart below shows how MSFT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MSFT sees a -2.02% change in stock price 10 days leading up to the earnings, and a +0.67% change 10 days following the report. On the earnings day itself, the stock moves by -0.36%. This data can give you a slight idea of what to expect for the next quarter's release.
MSFT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
69.63B
12.27%
6.17%
Gross Margin
68.69%
0.48%
-0.95%
Operating Margin
45.46%
4.29%
-2.40%
Net Margin
34.62%
-1.82%
-7.95%
EPS
3.23
10.24%
-2.12%
No Data Available
MSFT Earnings Analysis
Microsoft Corp Corporation (MSFT.O) Earnings Conference Call
Positive
Cloud Revenue Milestone: Microsoft Cloud revenue surpassed $40 billion for the first time, growing 21% year over year.
AI Revenue Surge: AI business achieved an annual revenue run rate of $13 billion, up 175% year over year.
Booking Growth Surge: Commercial bookings increased by 67%, and 75% in constant currency, significantly ahead of expectations.
Microsoft 365 Revenue Growth: Microsoft 365 Commercial Cloud revenue grew 16%, driven by strong performance in E5 and Microsoft 365 Copilot.
Record Revenue Milestone: LinkedIn revenue surpassed $2 billion in annual revenue for the first time this quarter, with subscriber growth increasing nearly 50% over the past 2 years.
Negative
Revenue Growth Slowdown: Revenue from Productivity and Business Processes was $29,400,000,000, growing only 14%, indicating a slowdown compared to previous quarters.
Intelligent Cloud Revenue Growth: Revenue from the Intelligent Cloud segment was $25,500,000,000, growing 19%, but faced unfavorable FX impacts that were greater than expected, suggesting potential challenges in international markets.
Personal Computing Revenue Stagnation: More Personal Computing revenue remained relatively unchanged at $14,700,000,000 year over year, indicating stagnation in this segment despite better than expected results in certain areas.
Gaming Revenue Decline: Gaming revenue decreased by 7% to 8% in constant currency, highlighting ongoing struggles in the gaming sector despite some successes in content and services.
Decline in Free Cash Flow: Free cash flow was down 29% year over year at $6,500,000,000, reflecting increased capital expenditures and raising concerns about cash management and future investments.
MSFT FAQs
How does MSFT typically perform around its earnings report dates?
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MSFT Earning Call Sentiment
Earnings call transcript: Microsoft Q2 2025 beats expectations, stock dips
MSFT.O
0.46%Positive
The earnings call reveals strong financial performance, with significant revenue and margin growth, particularly in cloud and AI sectors. Despite some execution issues in Azure, management's optimistic guidance and strategic investments in AI are promising. Shareholder returns through dividends and buybacks are substantial. While there are competitive pressures and economic risks, the overall sentiment is positive, bolstered by strong AI revenue and strategic partnerships. Given the lack of market cap information, a 2%-8% stock price increase is likely, aligning with the positive outlook and robust growth metrics.
