MSFT
Microsoft Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Microsoft Corporation.
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. Segments include Productivity and Business Processes (Microsoft 365, Teams, LinkedIn, Dynamics), Intelligent Cloud (Azure, AI services, GitHub, server products), and More Personal Computing (Windows, Xbox, Surface, search and advertising). The company sells through partners, cloud consumption, and retail.
Coverage
79% of Microsoft's New Gulf Pledge Was Already Announced in November
Microsoft pledged 'more than $10 billion' across four Gulf states to 2030. $7.9 billion of that was its November UAE pledge; about $2 billion is new money.
Microsoft's 30% Copilot Discount Is Already on Sale and Expires 30 September
The tape says Microsoft is cutting Copilot ~40%. Nobody reported 40%. The ladder is 30% above 1,000 seats, on sale since 1 July, and 50% above 10,000.
Microsoft's Code of Conduct Contains No Capex Number. The Market Repriced Capacity Prices Anyway.
Microsoft's MAI Code of Conduct runs 15,203 words and never says compute. The capacity sellers fell 5-7% on it; flat prices cost our bases 19.5% to 41.7%.
Microsoft Already Told You It Builds a Gigawatt a Quarter. The 26-Gigawatt Leak Is Six More Years of It.
Microsoft discloses a gigawatt a quarter and $41bn of capex behind it, never a fleet total. The leaked 26 GW is that rate continued, and costs about $1.07tn.
Anthropic Doesn't Trade. It Is Already a $53.4B Line in Amazon's Quarter and Two-Thirds of Microsoft's Beat.
Amazon booked $53.4 billion primarily from its Anthropic stake, and a $3.2 billion gain was two-thirds of Microsoft's beat. The IPO reprices both at once.
Europe's Cloud Is 70% U.S.-Run. AI Is Concentrating the Next Wave of Capacity.
Amazon, Microsoft and Google hold 70% of Europe's cloud market, versus 15% for local providers. Hyperscalers may drive 65–70% of 2028 data-center demand.
Where the revenue goes next
Latest: $90.01B (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | $37.15B |
| 2020Q4 | $43.08B |
| 2021Q1 | $41.71B |
| 2021Q2 | $46.15B |
| 2021Q3 | $45.32B |
| 2021Q4 | $51.73B |
| 2022Q1 | $49.36B |
| 2022Q2 | $51.87B |
| 2022Q3 | $50.12B |
| 2022Q4 | $52.75B |
| 2023Q1 | $52.86B |
| 2023Q2 | $56.19B |
| 2023Q3 | $56.52B |
| 2023Q4 | $62.02B |
| 2024Q1 | $61.86B |
| 2024Q2 | $64.73B |
| 2024Q3 | $65.58B |
| 2024Q4 | $69.63B |
| 2025Q1 | $70.07B |
| 2025Q2 | $76.44B |
| 2025Q3 | $77.67B |
| 2025Q4 | $81.27B |
| 2026Q1 | $82.89B |
| 2026Q2 | $90.01B |
Latest: $4.81 (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | $1.82 |
| 2020Q4 | $2.03 |
| 2021Q1 | $2.03 |
| 2021Q2 | $2.17 |
| 2021Q3 | $2.71 |
| 2021Q4 | $2.48 |
| 2022Q1 | $2.22 |
| 2022Q2 | $2.24 |
| 2022Q3 | $2.35 |
| 2022Q4 | $2.20 |
| 2023Q1 | $2.45 |
| 2023Q2 | $2.68 |
| 2023Q3 | $2.99 |
| 2023Q4 | $2.93 |
| 2024Q1 | $2.94 |
| 2024Q2 | $2.94 |
| 2024Q3 | $3.30 |
| 2024Q4 | $3.23 |
| 2025Q1 | $3.46 |
| 2025Q2 | $3.65 |
| 2025Q3 | $3.72 |
| 2025Q4 | $5.16 |
| 2026Q1 | $4.27 |
| 2026Q2 | $4.81 |
Latest: 20.8 (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | 32.5 |
| 2020Q4 | 31.8 |
| 2021Q1 | 30.9 |
| 2021Q2 | 32.4 |
| 2021Q3 | 30.5 |
| 2021Q4 | 34.7 |
| 2022Q1 | 31.2 |
| 2022Q2 | 25.9 |
| 2022Q3 | 24.4 |
| 2022Q4 | 26.0 |
| 2023Q1 | 30.6 |
| 2023Q2 | 34.5 |
| 2023Q3 | 30.1 |
| 2023Q4 | 33.5 |
| 2024Q1 | 36.0 |
| 2024Q2 | 37.4 |
| 2024Q3 | 35.2 |
| 2024Q4 | 33.7 |
| 2025Q1 | 28.9 |
| 2025Q2 | 36.3 |
| 2025Q3 | 36.8 |
| 2025Q4 | 30.2 |
| 2026Q1 | 22.0 |
| 2026Q2 | 20.8 |
Latest: $19.64B (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | $14.43B |
| 2020Q4 | $8.34B |
| 2021Q1 | $17.09B |
| 2021Q2 | $16.26B |
| 2021Q3 | $18.73B |
| 2021Q4 | $8.62B |
| 2022Q1 | $20.05B |
| 2022Q2 | $17.76B |
| 2022Q3 | $16.91B |
| 2022Q4 | $4.90B |
| 2023Q1 | $17.83B |
| 2023Q2 | $19.83B |
| 2023Q3 | $20.67B |
| 2023Q4 | $9.12B |
| 2024Q1 | $20.96B |
| 2024Q2 | $23.32B |
| 2024Q3 | $19.26B |
| 2024Q4 | $6.49B |
| 2025Q1 | $20.30B |
| 2025Q2 | $25.57B |
| 2025Q3 | $25.66B |
| 2025Q4 | $5.88B |
| 2026Q1 | $15.80B |
| 2026Q2 | $19.64B |
Latest: 7.44B (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | 7.64B |
| 2020Q4 | 7.62B |
| 2021Q1 | 7.60B |
| 2021Q2 | 7.61B |
| 2021Q3 | 7.57B |
| 2021Q4 | 7.55B |
| 2022Q1 | 7.53B |
| 2022Q2 | 7.48B |
| 2022Q3 | 7.49B |
| 2022Q4 | 7.47B |
| 2023Q1 | 7.46B |
| 2023Q2 | 7.44B |
| 2023Q3 | 7.46B |
| 2023Q4 | 7.47B |
| 2024Q1 | 7.47B |
| 2024Q2 | 7.43B |
| 2024Q3 | 7.47B |
| 2024Q4 | 7.47B |
| 2025Q1 | 7.46B |
| 2025Q2 | 7.46B |
| 2025Q3 | 7.47B |
| 2025Q4 | 7.46B |
| 2026Q1 | 7.45B |
| 2026Q2 | 7.44B |
Latest: $675.46B (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | $296.47B |
| 2020Q4 | $304.81B |
| 2021Q1 | $321.90B |
| 2021Q2 | $338.16B |
| 2021Q3 | $356.89B |
| 2021Q4 | $365.51B |
| 2022Q1 | $385.55B |
| 2022Q2 | $403.31B |
| 2022Q3 | $420.23B |
| 2022Q4 | $425.12B |
| 2023Q1 | $442.96B |
| 2023Q2 | $462.79B |
| 2023Q3 | $483.45B |
| 2023Q4 | $492.57B |
| 2024Q1 | $513.53B |
| 2024Q2 | $536.86B |
| 2024Q3 | $556.11B |
| 2024Q4 | $562.60B |
| 2025Q1 | $582.90B |
| 2025Q2 | $608.47B |
| 2025Q3 | $634.13B |
| 2025Q4 | $640.01B |
| 2026Q1 | $655.82B |
| 2026Q2 | $675.46B |
Latest earnings
Company History
Bill Gates and Paul Allen established Microsoft on April 4, 1975, in Albuquerque, New Mexico, to market BASIC interpreters for the Altair 8800.
Released Windows 1.0 as graphical extension for MS-DOS, establishing Windows line.
Went public on March 13, 1986, with IPO on NASDAQ, raising capital and creating billionaires/millionaires.
Launched Windows 95 with multitasking, new interface, and 32-bit compatibility—massive success.
Bill Gates stepped down as CEO, handing to Steve Ballmer; Gates became Chief Software Architect.
Acquired Skype Technologies for largest corporate deal at the time, enhancing communication.
Nadella succeeded Ballmer, redirecting toward cloud and enterprise.
Purchased LinkedIn for $26.2 billion, expanding professional networking.
Completed $68.7 billion acquisition, bolstering gaming division.
Deepened partnership with OpenAI, integrating GPT into Bing, Office, and Azure.
Key Players
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Funds we follow holding MSFT
By latest reported 13F position value. Market value at quarter-end, not cost basis.
