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Operating Expense Breakdown
Details core costs like R&D, marketing, and admin, offering insight into how efficiently Microsoft runs and where it’s prioritizing investment.Microsoft’s cost mix is moving decisively into product and AI investment: R&D is the clear, fastest-growing item while sales & marketing has stepped up to commercialize cloud/AI offerings; G&A remains restrained and impairments are absent. Coupled with the call’s disclosure of heavy AI capacity spending, one‑time voluntary retirement charges, and continued headcount pruning, this signals deliberate near‑term margin compression to prioritize AI infrastructure and monetization (Copilot/AI ARR), with returns hinging on easing capacity constraints and successful enterprise adoption.
Date | Sales and Marketing | Research and Development | General and Administrative | Impairment and Restructuring |
|---|---|---|---|---|
Jun 30, 2026 | $7.59B | $10.00B | $2.29B | $0.00 |
Mar 31, 2026 | $6.81B | $8.91B | $1.93B | $0.00 |
Dec 31, 2025 | $6.58B | $8.50B | $1.93B | $0.00 |
Sep 30, 2025 | $5.72B | $8.15B | $1.81B | $0.00 |
Jun 30, 2025 | $7.29B | $8.83B | $1.99B | $0.00 |
Mar 31, 2025 | $6.21B | $8.20B | $1.74B | $0.00 |
Dec 31, 2024 | $6.44B | $7.92B | $1.82B | $0.00 |
Sep 30, 2024 | $5.72B | $7.54B | $1.67B | $0.00 |
Jun 30, 2024 | $6.82B | $8.06B | $2.25B | $0.00 |
Mar 31, 2024 | $6.21B | $7.65B | $1.91B | $0.00 |