Strong Growth & Market Position: Microsoft, with a market cap nearing $3.2 trillion, demonstrates robust double-digit growth, driven by its leadership in cloud computing (Azure), enterprise software (Office 365), and gaming (Xbox/Activision). Q1 FY25 revenue rose 13% YoY.
Robust Financials: FY2024 saw record revenue ($245.1B, +16% YoY) and net income ($88.1B). Microsoft boasts high profitability (~45% operating margin), strong cash flow, and a healthy balance sheet with ~$80B cash vs ~$43B debt. Consistently returns capital (~$9-10B/quarter via dividends/buybacks).
Diversified Business Model: Revenue is well-balanced across Intelligent Cloud (~43%), Productivity & Business Processes (~32%), and More Personal Computing (~25%), providing resilience and multiple growth vectors.
Want the Full Breakdown?
This analysis continues for subscribers only. Unlock the rest for $15/month and get deep dives on Apple, Tesla, Alphabet and more.
Cloud & AI Leadership: Azure is the #2 cloud platform (~23% share) and growing rapidly (33% YoY), significantly boosted by AI services (contributing 16 points of growth). Strategic partnership with OpenAI and integration of Copilot AI across products solidify its AI leadership.
Positive Long-Term Outlook: Strong execution, sustained R&D ($29.5B in FY24), and strategic acquisitions (LinkedIn, GitHub, Activision) position Microsoft well for continued growth in cloud and AI. Analysts maintain a "Strong Buy" consensus.
Unlock the Rest of the Market.
Meta is free. Unlock the same deep analysis for Apple & Alphabet now, plus the full Magnificent 7 suite coming soon, all for just $15/month.
StocksPlot is for informational and educational purposes only. Nothing on this site or in our content should be considered financial, investment, or trading advice. We do not guarantee the accuracy or completeness of any information provided. Always do your own research and consult a licensed financial advisor before making any investment decisions.
