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 -1.58% change in stock price 10 days leading up to the earnings, and a +1.59% change 10 days following the report. On the earnings day itself, the stock moves by -0.28%. 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
65.58B
16.04%
1.33%
Gross Margin
69.35%
-2.54%
-0.34%
Operating Margin
46.58%
-2.12%
7.97%
Net Margin
37.61%
-4.64%
10.49%
EPS
3.30
10.37%
11.86%
No Data Available
MSFT Earnings Analysis
Microsoft Corp Corporation (MSFT.O) Earnings Conference Call
Positive
Cloud Revenue Surge: Microsoft Cloud revenue surpassed $38.9 billion, up 22%.
Customer Growth Surge: Azure now has over 39,000 customers across every industry, including a growth of more than 80% year-over-year.
Global Cloud and AI Investments: This quarter, we announced new cloud and AI infrastructure investments in Brazil, Italy, Mexico, and Sweden.
Revenue and Earnings Growth: Revenue was $65.6 billion, up 16%, and earnings per share was $3.30, an increase of 10%.
Operating Income and Margins: Operating income increased 14% and operating margins were 47%.
Negative
Operating Expenses Surge: Operating expenses increased 49% with 51 points from the Activision acquisition.
Operating Income Decline: Operating income decreased 4%.
Operating Margin Decline: Operating margins were 47%, down 1 point year-over-year.
Free Cash Flow Decline: Free cash flow was $19.3 billion, down 7% year-over-year, reflecting higher capital expenditures to support our cloud and AI offerings.
Negative Other Income Impact: Other income and expense is expected to be roughly negative $1.5 billion, primarily driven by our share of the expected loss from OpenAI.
MSFT FAQs
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MSFT Earning Call Sentiment
Microsoft Corporation (MSFT) Q1 2025 Earnings Call Transcript
1.0x
00:00
00:00
MSFT.O
-2.14%Positive
The earnings call summary indicates strong financial performance with significant revenue and income growth, supported by cloud services and AI. The optimistic guidance for revenue growth, a substantial share repurchase program, and a focus on cost management are positive indicators. However, competitive pressures, regulatory issues, and supply chain challenges pose risks. The Q&A section reveals management's cautious optimism and proactive risk management. Overall, the positive financial results and strategic initiatives outweigh the risks, leading to a positive sentiment rating.