Companies /Technology

Microsoft Corporation

NASDAQ: MSFT Software - Infrastructure
$510.12
▲ $13.30 (+2.68%) today
Markets closed · 4:32pm ET

Q4 2025 Earnings

Reported Jul 30, 2025, 4:08pm ET · SEC source
$3.65
Beat +8.01%
EPS · est. $3.38
$76.4B
Beat +3.54%
Revenue · est. $73.8B
−6.6%
Trailing market
MSFT vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−6%−3%0+3%Jul 30Jul 31report 4:08pm ETearnings−1.0%−1.5%
−6%−3%0+3%Jul 30Jul 31earnings−1.0%−1.5%
MSFT −1.5%S&P 500 −1.0%
−6%−3%0+3%Jul 30Jul 31report 4:08pm ETearnings−1.5%−1.5%
−6%−3%0+3%Jul 30Jul 31earnings−1.5%−1.5%
MSFT −1.5%NASDAQ −1.5%
−6%−3%0Jul 29Aug 7report 4:08pm ETearnings−0.7%−5.5%
−6%−3%0Jul 29Aug 7earnings−0.7%−5.5%
MSFT −5.5%S&P 500 −0.7%
−6%−3%0Jul 29Aug 7report 4:08pm ETearnings−0.5%−5.5%
−6%−3%0Jul 29Aug 7earnings−0.5%−5.5%
MSFT −5.5%NASDAQ −0.5%
+3.95%
Day of report
−1.76%
Next session
−2.37%
One week
−5.32%
30 days

S&P 500 over the same 30 days: +1.30%.

Did MSFT Beat Earnings? Q4 2025 Results

Microsoft closed out fiscal year 2025 with a standout fourth quarter, posting earnings per share of $3.65 against a consensus estimate of $3.38 — a beat of nearly 8% — while revenue of $76.44 billion topped expectations by 3.60% and grew 18.1% year-over-year. The driving force behind the quarter was unmistakably cloud and artificial intelligence: the Intelligent Cloud segment generated $29.88 billion in revenue, up 26%, with Azure alone surging 39% and crossing $75 billion in annual revenue for the full fiscal year. Net income climbed 24% to $27.23 billion, and operating income rose 23% to $34.32 billion, reflecting strong margin discipline even as capital expenditures accelerated to $17.08 billion in the quarter — signaling Microsoft's continued commitment to AI infrastructure buildout. As <a href="https://247wallst.com/investing/2025/07/30/live-does-microsoft-nasdaq-msft-rally-after-todays-earnings/">investors weighed the results</a>, attention turned to whether the momentum could hold, with management set to address the outlook on its earnings conference call.

Key Takeaways
  • Azure and other cloud services revenue growth of 39%
  • Microsoft Cloud revenue reached $46.7 billion, up 27% year-over-year
  • Microsoft 365 Commercial cloud revenue growth of 18%
  • Dynamics 365 revenue growth of 23%
  • Microsoft 365 Consumer products and cloud services revenue increased 21%
  • Search and news advertising revenue excluding traffic acquisition costs increased 21%
  • Xbox content and services revenue increased 13%

“Cloud and AI is the driving force of business transformation across every industry and sector. We're innovating across the tech stack to help customers adapt and grow in this new era, and this year, Azure surpassed $75 billion in revenue, up 34 percent, driven by growth across all workloads.”

Microsoft CEO, on the earnings call

Forward Guidance & Outlook

Microsoft stated it will provide forward-looking guidance in connection with its quarterly earnings announcement on its earnings conference call and webcast.

MSFT YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$30.0B$60.0B$64.7B$76.4BRevenue$45.0B$52.4BGross Profit$27.9B$34.3BOperating Income$22.0B$27.2BNet Income
$0$30.0B$60.0BRevenueGross ProfitOperating IncomeNet Income

MSFT Revenue by Segment

Microsoft Cloud
Intelligent Cloud$29.9B+26.0%
Productivity and Business Processes$33.1B+16.0%
More Personal Computing$13.5B+9.0%

Figures from SEC filings and company reports. Not investment advice.