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Microsoft (DE:MSF)
XETRA:MSF
Earnings Data
Report Date
Jul 29, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
3Last Year’s EPS
2.63Same Quarter Last Year
Strong Buy
Based on 35 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 18.02%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in Microsoft's cloud and AI sectors, with significant revenue increases and advancements in AI capabilities. While there were challenges such as the decline in on-premises server revenue and increased AI infrastructure costs, the positive aspects, including record cloud revenue and robust performance in LinkedIn, Dynamics 365, and the gaming sector, overshadowed these issues.Company Guidance
During Microsoft's Fiscal Year 2025 Third Quarter Earnings Call, the company provided extensive guidance across various metrics, highlighting a strong performance driven by cloud and AI services. Microsoft Cloud revenue reached $42 billion, marking a 22% increase in constant currency. The company experienced a record quarter with a significant boost from AI services, contributing 16 points to Azure's 35% growth in constant currency. Microsoft also reported a 13% increase in total revenue, amounting to $70.1 billion, and an 18% rise in earnings per share to $3.46. Commercial bookings saw an 18% increase, while the commercial remaining performance obligation reached $315 billion, growing 34% year-over-year. Operating income grew by 16%, and the company returned $9.7 billion to shareholders, a 15% increase from the previous year. Looking forward, Microsoft expects continued growth in AI demand, despite some capacity constraints anticipated beyond June, and plans to sustain its capital investment while maintaining operational efficiencies.Record Cloud Revenue
Microsoft Cloud revenue surpassed $42 billion, marking a 22% increase in constant currency, driven by strong demand across various industries.
AI and Cloud Innovations
Microsoft's AI platform processed over 100 trillion tokens, up 5x year-over-year, and introduced new AI models and tools, including GitHub Copilot and Microsoft 365 Copilot, which saw substantial user growth.
Financial Metrics and Growth
Revenue reached $70.1 billion, up 13%, with operating income increasing by 16%. Microsoft also returned $9.7 billion to shareholders, an increase of 15% year-over-year.
LinkedIn and Dynamics 365 Growth
LinkedIn saw 7% revenue growth, and Dynamics 365 increased by 16%, showing strong performance in business and professional services.
Gaming Sector Performance
Xbox content and services revenue increased by 8%, and PC Game Pass revenue surged over 45% year-over-year.
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DE:MSF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:MSF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | €343.87 | €383.60 | +11.55% |
Jan 29, 2025 | €423.27 | €396.12 | -6.41% |
Oct 30, 2024 | €399.85 | €374.00 | -6.46% |
Jul 30, 2024 | €387.42 | €383.15 | -1.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Microsoft (DE:MSF) report earnings?
Microsoft (DE:MSF) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is Microsoft (DE:MSF) earnings time?
Microsoft (DE:MSF) earnings time is at Jul 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Microsoft stock?
The P/E ratio of Microsoft is N/A.
What is DE:MSF EPS forecast?
DE:MSF EPS forecast for the fiscal quarter 2025 (Q4) is 3.
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