Azioni Microsoft Corp. (MSFT) — è una buona azienda?

Azioni Microsoft Corp. (MSFT) — è una buona azienda? — InspectStocks

Just reported

Q1 FY2027 results

From Microsoft's results release of 28 ottobre 2026; its quarterly report has since been filed.

Revenue
Actual
92,28B USD
+19% y/y
+2,5% q/q
Guided
—
No guide given
EPS, GAAP
Actual
4,92 USD
+32% y/y
+2,3% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
45,92B USD
+21% y/y
+13% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Come guadagna

Productivity and Business Processes: Microsoft 365, Dynamics, and LinkedIn43%
Intelligent Cloud: Azure and server products38%
More Personal Computing: Windows, Xbox, devices, and search advertising19%

Le quote di ricavo sono stime per fiscal year ended June 30, 2025, non cifre tratte da un documento depositato.

Compete con

Che cosa vende6

Microsoft 365 and Microsoft 365 Copilot
Subscriptions for work and personal use that include apps such as Word, Excel, PowerPoint, Outlook, and Teams. Copilot adds an assistant that can answer questions and help with tasks using a customer's work information.
Azure
A service that lets organizations rent computing power, storage, databases, and artificial-intelligence tools from Microsoft's data centers instead of running all of that equipment themselves.
Dynamics 365
Business software for tasks such as sales, customer service, finance, supply chains, and human resources. Customer relationship management (CRM) tools track sales and customer interactions; enterprise resource planning (ERP) tools manage business operations such as finance and inventory.

Mostra altri 3

LinkedIn
A professional networking service that also sells job-recruiting tools, subscriptions, and advertising.
Windows
Operating-system software used to run personal computers and their applications. Microsoft sells licenses to computer makers and businesses.
Xbox
A gaming business that includes Xbox consoles and online services, subscriptions, and games made by Microsoft and other publishers.

Chi lo compra4

Businesses and government organizations buy Microsoft 365, Dynamics 365, security products, and other software through subscriptions, licenses, or usage-based charges.
Organizations and developers rent Azure computing, storage, databases, and artificial-intelligence services and pay according to their agreements and use.
Computer makers license Windows for personal computers they sell; individual consumers and businesses also buy Microsoft software, devices, and Xbox products.
Advertisers pay to reach people through Bing search and other Microsoft advertising services; employers and job seekers also use LinkedIn's paid tools.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1Azure and Microsoft's artificial-intelligence services depend on data-center capacity and components such as central processing units and graphics processing units; management said customer demand exceeded available capacity in the fiscal fourth quarter of 2026.
2Windows distribution depends in part on computer makers that preinstall Windows on their devices; many of those manufacturers are also Microsoft customers and partners.
3Microsoft's search advertising business uses partnerships with other companies to provide and monetize some search services; management said third-party partnerships affected search advertising growth in the fiscal fourth quarter of 2026.

Che cosa potrebbe andare storto

1Microsoft said demand for Azure continued to exceed available capacity in the fiscal fourth quarter of 2026. Delays in bringing data-center and computing capacity online can limit the cloud services it can provide, while investing in that capacity adds costs.
2Xbox revenue declined 10% in the fiscal fourth quarter of 2026, and Xbox content and services revenue also declined 10%. Management cited impairment charges and said it was making changes to the content portfolio, platform, and operations.
3The Windows and devices business faces lower personal-computer demand and higher component costs. Microsoft said these factors, along with a difficult comparison against the prior year, affected Windows original equipment manufacturer and device revenue.

Bilanci completi →

Informazioni su Microsoft Corp.

Microsoft sells software such as Microsoft 365, Windows, and Dynamics 365, and runs Azure, a service that lets customers rent computing power, storage, and other tools over the internet. It also earns money from LinkedIn, search advertising, Xbox games and subscriptions, and devices. Its products serve individuals, businesses, governments, developers, and computer makers.

Sede: Redmond, Washington
Fondata nel: 1975
Dipendenti: 223,000 (June 30, 2026, high)
Quotata su: Nasdaq
Chiusura dell'esercizio: June 30

Costruito dai documenti depositati da Microsoft Corp. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q1 FY2027 results

From Microsoft's results release of 28 ottobre 2026; its quarterly report has since been filed.

Revenue
Actual
92,28B USD
+19% y/y
+2,5% q/q
Guided
—
No guide given
EPS, GAAP
Actual
4,92 USD
+32% y/y
+2,3% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
45,92B USD
+21% y/y
+13% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes Microsoft is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Software Infrastructure

Graded A or B and worth $2B or more: A first, then the largest.

All 158 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises