Microsoft is a technology company that develops and supports a wide range of software, services, devices, and solutions aimed at empowering individuals and organizations globally. Their offerings include cloud-based solutions, operating systems, productivity and collaboration applications, server applications, business solutions, desktop and server management tools, software development tools, and video games. They also design and sell devices such as PCs, tablets, gaming consoles, and related accessories .
- Intelligent Cloud - Drives substantial growth with Azure and other cloud services, including server products and cloud services .
- Productivity and Business Processes - Includes Office 365 and LinkedIn, with Office Commercial products and cloud services showing consistent growth .
- LinkedIn - Comprises talent solutions, advertising, sales insights, and premium consumer services, contributing significantly to the segment .
- More Personal Computing - Encompasses Windows, devices, and Xbox, with notable revenue increases in Xbox content and services, particularly after the Activision Blizzard acquisition .
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Bradford L. Smith ExecutiveBoard | Vice Chair and President | Board Member at Netflix, Inc. | Joined Microsoft in 1993. Leads legal, public policy, and corporate affairs. Advocates for responsible AI and sustainability. Formerly General Counsel. | View Report → |
Satya Nadella ExecutiveBoard | Chairman and Chief Executive Officer | None currently listed | Joined Microsoft in 1992. Became CEO in 2014 and Chairman in 2021. Previously led Cloud and Enterprise, Server and Tools, and other divisions. | View Report → |
Amy E. Hood Executive | Executive Vice President and Chief Financial Officer | None currently listed | CFO since 2013. Delivered strong financial growth, led strategic investments in AI and security, and oversaw shareholder returns. | View Report → |
Judson B. Althoff Executive | Executive Vice President and Chief Commercial Officer | Board Member at Ecolab Inc. | Joined Microsoft in 2013. Leads global commercial business, driving AI adoption and digital transformation. Formerly President of Microsoft North America. | View Report → |
Kathleen T. Hogan Executive | Executive Vice President and Chief Human Resources Officer | Board Member at Alaska Air Group, Inc. | Joined Microsoft in 2003. Leads HR strategy, focusing on employee engagement, diversity, and inclusion. Formerly led Microsoft Services. | View Report → |
Takeshi Numoto Executive | Executive Vice President and Chief Marketing Officer | None currently listed | Joined Microsoft in 1997. Leads marketing strategy. Previously led Cloud Marketing and Office 365 Marketing, driving the transition to cloud services. | |
Carlos A. Rodriguez Board | Director | Executive Chair at ADP | Director since 2021. Chair of the Compensation Committee. Former CEO of ADP. | |
Catherine MacGregor Board | Director | CEO and Director at Engie S.A. | Director since 2023. Leads Engie, focusing on energy transition and sustainability. | |
Charles W. Scharf Board | Director | CEO, President, and Director at Wells Fargo & Company | Director since 2014. Member of the Compensation and Governance Committees. Former CEO of Visa and BNY Mellon. | |
Emma N. Walmsley Board | Director | CEO and Director at GSK plc | Director since 2019. Leads GSK, focusing on innovation in healthcare and pharmaceuticals. | |
Hugh F. Johnston Board | Director | CFO at The Walt Disney Company; Director at HCA Healthcare, Inc. | Director since 2017. Chair of the Audit Committee. Former Vice Chairman and CFO at PepsiCo. | |
John W. Stanton Board | Director | Chairman of Trilogy Partnerships and First Avenue Entertainment (Seattle Mariners); Director at Costco Wholesale Corporation | Director since 2014. Telecommunications pioneer and investor. Chair of the Regulatory and Public Policy Committee. | |
Mark A. L. Mason Board | Director | CFO at Citigroup Inc. | Director since 2023. Extensive financial expertise from leadership roles at Citigroup. | |
Penny S. Pritzker Board | Director | Founder and Chairman of PSP Partners, LLC | Director since 2017. Chair of the Environmental, Social, and Public Policy Committee. Former U.S. Secretary of Commerce. | |
Reid G. Hoffman Board | Director | Board Member at Joby Aviation, Inc. and Aurora Innovation, Inc.; Partner at Greylock Partners | Director since 2017. Co-founder of LinkedIn. Focuses on entrepreneurship and technology investments. | |
Sandra E. Peterson Board | Lead Independent Director | Operating Partner at Clayton, Dubilier & Rice, LLC | Director since 2015. Chair of the Governance and Nominating Committee. Former Group Worldwide Chairman at Johnson & Johnson. | |
Teri L. List Board | Director | Board Member at Danaher Corporation, Visa Inc., and lululemon athletica inc. | Director since 2014. Former CFO at Kraft Foods and Gap Inc. Chair of the Compensation Committee. |
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Given the significant capital expenditure growth required to meet AI infrastructure demand, can you elaborate on how you plan to balance these investments with expected revenue growth, and when we might see CapEx growth align more closely with cloud revenue growth?
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With the rising costs of training large AI models and your substantial investments in OpenAI, how do you manage the financial impact of these investments on your margins, especially considering the $1.5 billion expected loss reflected in your other income and expense line?
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Considering the external constraints like data center capacity and power availability that you've faced due to rapid AI demand growth, what steps are you taking to mitigate these challenges and ensure sustainable expansion without compromising on environmental commitments?
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As you build out your AI business towards a $10 billion annual revenue run rate, can you provide more clarity on the monetization strategies for AI products like GitHub Copilot and M365 Copilot, and how they contribute to your top-line growth versus the costs involved in providing these services?
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Given the reported growth in gaming and the record performance of titles like Call of Duty Black Ops 6, which was the biggest Call of Duty release ever, how do you plan to sustain this momentum in the gaming division, and what are the implications for your broader strategy, especially in integrating gaming with your AI and cloud services?
Research analysts who have asked questions during MICROSOFT earnings calls.
Brent Thill
Jefferies
6 questions for MSFT
Karl Keirstead
UBS
6 questions for MSFT
Keith Weiss
Morgan Stanley
6 questions for MSFT
Mark Moerdler
Bernstein Research
6 questions for MSFT
Raimo Lenschow
Barclays
4 questions for MSFT
Kash Rangan
Goldman Sachs
3 questions for MSFT
Michael Turrin
Wells Fargo
3 questions for MSFT
Kasthuri Rangan
Goldman Sachs
2 questions for MSFT
Mark Murphy
JPMorgan Chase & Co.
2 questions for MSFT
Aleksandr Zukin
Wolfe Research
1 question for MSFT
Bradley Sills
Bank of America
1 question for MSFT
Brad Reback
Stifel
1 question for MSFT
Brad Zelnick
Credit Suisse
1 question for MSFT
Brent Bracelin
Piper Sandler Companies
1 question for MSFT
Rishi Jaluria
RBC Capital Markets
1 question for MSFT
S. Kirk Materne
Evercore ISI
1 question for MSFT
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Distributes versions of its pre-installed application software, such as email and calendar products, through its PCs, tablets, and phones. It also competes in the devices market with high-quality industrial design and innovative technologies across various price points. Additionally, it operates a vertically integrated model combining hardware, software, and services. , , | |
Uses its position in enterprise communications equipment to grow its unified communications business. It also competes with Azure Security offerings in the cloud security and security information and event management solutions space. , | |
Provides a hosted messaging and productivity suite, competes with Azure in cloud services, and offers AI products. It also competes in the devices market and operates a competing platform for search and news advertising. , , | |
Offers communication tools to enable productivity and engagement within organizations and competes in the search and news advertising market. It also provides AI products and operates online gaming ecosystems. , , | |
Proofpoint | Provides security solutions across email security, information protection, and governance. |
Slack | Provides teamwork and collaboration software. |
Symantec | Provides security solutions across email security, information protection, and governance. |
Offers videoconferencing and cloud phone solutions. | |
Competes with Dynamics in cloud-based and on-premises business solutions, with Azure in cloud services, and with server products in enterprise-wide computing solutions. It also competes in database, business intelligence, and data warehousing solutions. , | |
Competes with Dynamics in cloud-based and on-premises business solutions. | |
Competes with Dynamics in cloud-based and on-premises business solutions and in database, business intelligence, and data warehousing solutions. , | |
Competes with Dynamics in cloud-based and on-premises business solutions. | |
Competes with Dynamics in cloud-based and on-premises business solutions. | |
Competes with Dynamics in cloud-based and on-premises business solutions. | |
Competes with Azure in cloud services and AI products. It also operates online gaming ecosystems. , | |
Competes with Azure in cloud services and with server products in enterprise-wide computing solutions. | |
Competes with Azure in cloud services, with server products in enterprise-wide computing solutions, and in database, business intelligence, and data warehousing solutions. | |
Anthropic | Competes with Azure's AI offerings. |
OpenAI | Competes with Azure's AI offerings and in the search and news advertising market. , |
Competes with Azure Security offerings in the cloud security and security information and event management solutions space. | |
Hewlett-Packard | Offers server hardware for the Linux operating system and competes with server products in enterprise-wide computing solutions. |
Competes in database, business intelligence, and data warehousing solutions. | |
Databricks | Competes in database, business intelligence, and data warehousing solutions. |
Tencent | Operates online gaming ecosystems. |
Nintendo | Competes with Xbox and cloud gaming services through its console platforms. |
Competes with Xbox and cloud gaming services through its console platforms. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Activision Blizzard, Inc. | 2023 | Microsoft completed the all-cash acquisition on October 13, 2023, paying $95.00 per share for a total transaction value of $68.7 billion, which included the conversion of stock awards and the initiation of exchange offers for outstanding notes. The deal is strategically aligned with accelerating growth in gaming across mobile, PC, console, and cloud segments while integrating Activision Blizzard into its More Personal Computing segment. |
Nuance Communications, Inc. | 2022 | Microsoft completed the acquisition on March 4, 2022, in an all-cash deal valued at $18.8 billion, aimed at enhancing its industry-specific cloud and AI capabilities, particularly in healthcare and enterprise sectors. The transaction involved significant goodwill and identifiable intangibles, and it was a key strategic move to bolster Microsoft’s Intelligent Cloud segment while also redeeming nearly all convertible senior notes prior to September 30, 2022. |
Recent press releases and 8-K filings for MSFT.
- Microsoft introduced Microsoft 365 Premium at $19.99/month, combining Microsoft 365 Family and Copilot Pro into a single package.
- The subscription embeds Copilot AI directly in Word, Excel, PowerPoint, OneNote and Outlook, offering chatbots, image generation and access to GPT-5 and Anthropic models.
- Microsoft is phasing out the standalone Copilot Pro plan and migrating existing subscribers to simplify user experience and drive AI adoption.
- Subscribers gain early access to experimental Copilot features via the Frontier program, AI reasoning agents (Researcher and Analyst) and the highest usage limits, with pricing set one cent below ChatGPT Plus.
- Microsoft overhauled Xbox Game Pass into three tiers—Essential ($9.99), Premium ($14.99), and Ultimate ($29.99)—folding Core into Essential and migrating Standard subscribers to Premium.
- PC-only Game Pass price increased to $16.49/month (from $11.99), while Ultimate rose from $19.99 to $29.99 (≈$360/year).
- New benefits include 400+ added games, 75+ day-one releases per year for Ultimate, bundled services (Fortnite Crew, Ubisoft+ Classics), and upgraded cloud streaming up to 1440p.
- The changes have sparked gamer backlash and subscription cancellations, raising concerns about long-term subscriber resilience despite record Game Pass revenue.
- Flywl is now fully transactable on Microsoft Azure Marketplace via Multi Party Private Offers, enabling enterprise buyers to purchase software through Azure and route spend through their existing commitments.
- MPOs allow customers with Azure Consumption Commitment agreements to apply software transactions toward their committed spend with no annual caps, distinguishing Azure from other marketplaces.
- This integration expands Flywl’s hyperscaler footprint and unlocks a new enterprise software deal flow channel through Azure.
- The move supports Flywl’s broader multi-cloud procurement strategy and enhances finance-aligned software transactions across AWS, Azure, and Google Cloud.
- Microsoft suspended Unit 8200’s access to Azure after finding the unit used the platform for mass surveillance of Palestinian civilians.
- The surveillance program, dubbed “One Million Calls Per Hour,” processed up to a million calls hourly and stored 8,000 TB of data in the Netherlands.
- The decision followed an internal review and discussions with Israel’s Ministry of Defense, upholding Microsoft’s policy against enabling mass civilian surveillance.
- After the suspension, Unit 8200 transitioned its data storage to Amazon Web Services.
- Starting October 3, 2025, U.S. prices for the Xbox Series X will rise to $649.99 (from $599.99) and the Series S to $399.99 (from $379.99).
- The 2TB Xbox Series X model will see a $70 price jump, from $729 to $799 in the U.S..
- This is Microsoft’s second console price increase this year amid macroeconomic pressures, following similar hikes by Sony and Nintendo driven by tariffs and rising costs.
- Price changes apply only in the U.S.; accessories and international markets will maintain current pricing, and Microsoft also unveiled the Xbox-branded handheld “ROG Xbox Ally” for holiday 2025.
- LSEG ha lanzado su plataforma Digital Markets Infrastructure (DMI) para fondos privados y ha facilitado su primera transacción con MembersCap como socio general y Archax como nominado.
- Desarrollada en colaboración con Microsoft sobre Azure, DMI ofrece escalabilidad y eficiencia basadas en blockchain para el ciclo de vida completo de los activos, desde emisión y tokenización hasta liquidación y servicio posnegociación.
- La plataforma adopta un enfoque interoperable y se prevé su expansión a otras clases de activos, integrándose con soluciones de registro distribuido existentes y finanzas tradicionales.
- LSEG, powered by Microsoft Azure, unveiled its Digital Market Infrastructure (DMI) to serve private funds with blockchain-driven lifecycle services from issuance through trading and settlement.
- The DMI platform enables multi-asset class support and end-to-end workflows, covering issuance, tokenization, distribution, post-trade processing and asset servicing.
- Co-developed by LSEG and Microsoft under a permissioned DLT framework, DMI simplifies operations, expands distribution channels and enhances liquidity for global market participants.
- MembersCap and Archax onboarded as inaugural clients and completed the first transaction on DMI, with EJF Capital joining as an early adopter.
- LSEG launches Digital Market Infrastructure (DMI) platform for private funds powered by Microsoft Azure, offering end-to-end asset lifecycle services, including origination, tokenization, post-trade settlement and analytics.
- The platform combines distributed ledger technology and LSEG’s traditional exchange solutions to enhance transparency, operational efficiency and scalability across multiple asset classes.
- DMI’s inaugural transaction involved MembersCap and Archax onboarding, successfully executing a primary deal for MCM Fund 1’s web3 fundraise, with EJF Capital set to go live soon.
- Microsoft and LSEG plan to continue co-developing and scaling the platform’s features, with private funds set to expand support to additional asset types.
- Microsoft CEO Satya Nadella pledged to rebuild employee trust after recent layoffs and a February return-to-office requirement of three days per week.
- Chief HR Officer Amy Coleman reported mixed reactions, with Seattle staff averaging 2.4 office visits per week under the new policy.
- Nadella emphasized in-person work as vital for mentoring interns and warned that some key business units may face profit declines, urging proactive renewal.
- Despite internal unrest, Microsoft’s stock is up ~20% YTD, market cap hit $3.7 trillion, net income rose 24%, and Azure revenue increased 39%.
- Microsoft articulated its AI vision as enabling “frontier firms” that are human-led but agent-operated, leveraging a multi-layered AI tech stack from hardware to Copilot orchestration.
- Microsoft 365 Copilot was updated with a GPT-5 backend the same day of GPT-5’s launch and is on track to become a default “Copilot + agents” platform with support for any model via Foundry.
- Adoption metrics show 70% of the Fortune 500 using Copilot extensively, record seat additions and expansions in the latest quarter, and Copilot as the fastest-growing M365 product with rising per-user usage intensity.
- Early customer deployments report 20–30% personal productivity gains and a 12% increase in customer service agent throughput, with ~50% of savings from upfront deflection in service workflows.
- Copilot, priced at $30/month, has maintained its price point amid discounts; with E5 penetration at 12% of 430 million seats (three years ago), Copilot and E5 remain key ARPU drivers.