기업 정보 불러오는 중
Just reported
Q1 FY2027 results
From Microsoft's results release of 2026년 10월 28일; its quarterly report has since been filed.
Revenue
Actual
US$92.28B
+19% y/y
+2.5% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$4.92
+32% y/y
+2.3% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$45.92B
+21% y/y
+13% q/qGuided
—
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.
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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
- 큐레이션
Business software
InspectStocks 제공 · 20 companies
Subscription software that companies use to run finance, sales, HR, IT and design.
- 주가, 1년
- -9.3%
- 매출, 1년
- +16.4%
+14A 10B 5C 4D 1
- 큐레이션
Cloud platforms
InspectStocks 제공 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 주가, 1년
- -11.2%
- 매출, 1년
- +16.4%
+9A 4B 1C 3D 5F 2
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.US$443.9BA+
PANWPalo Alto Networks, Inc.US$273.5BA
CRWDCrowdStrike Holdings, Inc.US$234.6BA
NETCloudflare, Inc.US$112.9BA-
FTNTFortinet, Inc.US$94.1BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A- IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Productivity and Business Processes: Microsoft 365, Dynamics, and LinkedIn43%
- Intelligent Cloud: Azure and server products38%
- More Personal Computing: Windows, Xbox, devices, and search advertising19%
매출 비중은 fiscal year ended June 30, 2025 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가4
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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.
Microsoft Corp. 소개
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.
- 본사
- Redmond, Washington
- 설립
- 1975
- 임직원 수
- 223,000 (June 30, 2026, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- June 30
Microsoft Corp.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.