Microsoft Corporation
MSFT
Market Cap$3.24T
Close$
Earnings Call Q3 2025
April 30, 2025 - AI Summary
Record Financial Performance: Microsoft achieved revenue of $70.1 billion in the third quarter, up 13% year-over-year (15% in constant currency). Gross margin dollars increased by 11%, and operating income rose 16%. Earnings per share (EPS) was $3.46, reflecting an 18% increase compared to the previous year.
Strong Growth in Microsoft Cloud: Cloud revenue surpassed $42 billion, growing 20% (22% in constant currency). Azure and other cloud services revenue increased by 33% (35% in constant currency), driven significantly by AI services, indicating strong ongoing demand for cloud infrastructure amidst shifting workloads.
Commercial Bookings Growth: Commercial bookings rose 18% year-over-year, significantly bolstered by an Azure commitment from OpenAI. Remaining performance obligations (RPO) reached $315 billion, a 34% increase year-over-year, with about 40% expected to be recognized as revenue over the next 12 months.
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$360.74
17.7% downside
Current Fair Value
17.7% downsideOvervalued by 17.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $3.24 Trillion |
|---|---|
| Enterprise Value | $3.30 Trillion |
| Dividend Yield | $3.16 (0.7259694909024079%) |
| Earnings per Share | $11.86 |
| Beta | 1 |
| Outstanding Shares | 7,434,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 33.49 |
|---|---|
| PEG | 314.15 |
| Price to Sales | 12.89 |
| Price to Book Ratio | 10.19 |
| Enterprise Value to Revenue | 12.99 |
| Enterprise Value to EBIT | 29.05 |
| Enterprise Value to Net Income | 36 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 0.29 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Microsoft Corporation
166,475 employees
CEO: Satya Nadella Microsoft enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more.