Microsoft Corporation
MSFT
$483.16 0.48%
Exchange: NASDAQ | Sector: Technology | Industry: Software Infrastructure
Q2 2025
Published: Jan 29, 2025

Earnings Highlights

  • Revenue of $69.63B up 12.3% year-over-year
  • EPS of $3.23 increased by 10.2% from previous year
  • Gross margin of 68.7%
  • Net income of 24.11B
  • ""We will see exponentially more demand as AI becomes more efficient and accessible." - Satya Nadella" - Satya Nadella
MSFT
Microsoft Corporation

Executive Summary

Microsoft Corporation reported strong financial results for Q2 2025, with total revenues reaching $69.6 billion, a year-over-year growth of 12%. The firm continues to show resilience in various segments, particularly in its cloud operations, which surpassed $40 billion in revenue for the first time, driven by increasing AI deployments and a significant surge in commercial bookings. CEO Satya Nadella noted that the AI business alone achieved a revenue run rate exceeding $13 billion, reflecting a dramatic 175% increase year-over-year. Overall, Microsoft has successfully maintained double-digit growth metrics, underscoring its robust competitive positioning within the technology sector.

Management comments highlighted the strategic focus on cloud infrastructure expansion, AI capabilities, and a strong demand for Microsoft 365 and Azure services, suggesting sustained momentum moving forward.

Key Performance Indicators

Revenue
Increasing
69.63B
QoQ: 6.17% | YoY: 12.27%
Gross Profit
Increasing
47.83B
68.69% margin
QoQ: 5.16% | YoY: 12.82%
Operating Income
Increasing
31.65B
QoQ: 3.60% | YoY: 17.09%
Net Income
Increasing
24.11B
QoQ: -2.27% | YoY: 10.23%
EPS
Increasing
3.24
QoQ: -2.41% | YoY: 10.20%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 77,673.00 3.72 +20.0% View
Q3 2025 70,066.00 3.46 +13.3% View
Q2 2025 69,632.00 3.23 +12.3% View
Q1 2025 65,585.00 3.30 +16.0% View
Q4 2024 64,727.00 2.95 +15.2% View