TenQ · Charts

MicrosoftMSFT

Revenue by segment

How much of Microsoft is the cloud now?

0.00$20.0BQ1 '24Q3 '24Q4 '24Q1 '25Q3 '25Q4 '25Q1 '26

Intelligent Cloud is $34.7B a quarter — 42% of the company, and the engine of the AI story.

Product detail

What do people actually pay Microsoft for?

0.00$10.0B$20.0BQ1 '24Q3 '24Q4 '24Q1 '25Q3 '25Q4 '25Q1 '26

Office (M365) remains the quiet giant: $27.9B a quarter — more than LinkedIn and Gaming combined ($10.2B).

Revenue

Is the business selling more than it used to?

$331.8B+18% YoYFY 2026

0.00$50.0BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26$90.0B+18% YoY

◌ dashed bar = Q4 derived from FY − Q1 − Q2 − Q3 (the SEC never receives a Q4 filing)

$331.8B in the last fiscal year.

Net income

How much of it becomes profit?

$133.7B+31% YoYFY 2026

0.00$20.0B$40.0BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25$38.5BQ1 '26Q2 '26$35.8B+31% YoY

◌ dashed bar = Q4 derived from FY − Q1 − Q2 − Q3 (the SEC never receives a Q4 filing)

$133.7B last fiscal year.

Growth after dilution

How much of that growth reaches YOUR share?

0.0020.0040.0020122013201420152016201720182019202020212022202320242025202644.528.99

$44.52 of revenue per share last year, split-adjusted.

Free cash flow

What's left after everything, in actual cash?

$67.0B−6% YoYFY 2026

0.00$50.0B2012201320142015201620172018201920202021202220232024$74.1B20252026$67.0B

$67.0B of free cash flow last year.

Income waterfall

Where does each dollar of revenue actually go?

$332BRevenue 2026$225BGross profit$155BOperating income$134BNet income

40¢ of every sales dollar survives all the way to the bottom line.

Cash conversion

How much of every sales dollar ends up as free cash?

0.0%20%40%201240%2013201420152016201720182019202020212022202320242025202620%

20% FCF margin last year.

Spending intensity

What does staying competitive cost, per dollar of sales?

0.0%20%20122013201420152016201720182019202020212022202320242025202635%11%3.7%
Operating leverage

When sales grow, do profits grow faster?

0.0%2013201420152016201720182019202020212022202320242025202618%21%
Margins

Of every dollar of sales, how much survives?

0.0%50%20122013201420152016201720182019202020212022202320242025202668%47%40%
Returns on capital

What does it earn on the money it uses?

0.0%20%40%20122013201420152016201720182019202020212022202320242025202630%18%26%
P/E history

What has the market paid per dollar of earnings?

0.0020.0040.00201520162017201820192020202120222023202420252026median 32xP/E 23.36
P/S history

And per dollar of sales?

0.005.0010.00201520162017201820192020202120222023202420252026median 10xP/S 9.42
Debt & cash

Could it handle its debt if things went wrong?

0.00$50.0B201220132014201520162017201820192020202120222023202420252026$40.3B$20.9B
Shareholders' equity

Is the company's own capital growing?

0.00$200B$400B201220132014201520162017201820192020202120222023202420252026$442B
Capital returned

How much goes back — and how much leaks out as stock comp?

0.00$20.0B201220132014201520162017201820192020202120222023202420252026
Dilution rate

How fast is your ownership being diluted — or concentrated?

-2.0%0.0%201320142015201620172018201920202021202220232024-0.0%20252026-0.2%

-0.2% last year.

Dividend per share

Is the dividend cheque growing?

0.002.00201220132014201520162017201820192020202120222023202420252026DPS 3.55
Payout quality

Can it afford the dividend?

0.0%50%20122013201420152016201720182019202020212022202320242025202620%39%
Insider flow

Are the people running it buying or selling?

$10M$5M0.00Jun '26Aug '26
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