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Microsoft Earnings: Profit Surges 24% on Strong Cloud and AI Growth

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Microsoft (NASDAQ:MSFT) reported outstanding Q4 FY2025 results, with revenue surging 18% to $76.4 billion and net income climbing 24% to $27.2 billion. The company's diluted EPS reached $3.65, up 24% year-over-year.

The Intelligent Cloud segment led growth with revenue of $29.9 billion (+26%), driven by Azure's remarkable 39% revenue growth. Microsoft Cloud revenue reached $46.7 billion, up 27%. The Productivity segment grew 16% to $33.1 billion, while Personal Computing increased 9% to $13.5 billion.

For full FY2025, Microsoft achieved total revenue of $281.7 billion (+15%) and net income of $101.8 billion (+16%). The company returned $9.4 billion to shareholders through dividends and share repurchases in Q4.

Microsoft (NASDAQ:MSFT) ha riportato risultati eccezionali per il Q4 dell'anno fiscale 2025, con ricavi in aumento del 18% a 76,4 miliardi di dollari e un utile netto cresciuto del 24% a 27,2 miliardi di dollari. L'EPS diluito della società ha raggiunto 3,65 dollari, con un incremento del 24% su base annua.

Il segmento Intelligent Cloud ha guidato la crescita con ricavi pari a 29,9 miliardi di dollari (+26%), trainati da una straordinaria crescita del 39% dei ricavi di Azure. I ricavi del Microsoft Cloud hanno raggiunto 46,7 miliardi di dollari, in aumento del 27%. Il segmento Productivity è cresciuto del 16% raggiungendo 33,1 miliardi di dollari, mentre il Personal Computing è aumentato del 9% a 13,5 miliardi di dollari.

Per l'intero anno fiscale 2025, Microsoft ha realizzato un fatturato totale di 281,7 miliardi di dollari (+15%) e un utile netto di 101,8 miliardi di dollari (+16%). Nel Q4 l'azienda ha restituito 9,4 miliardi di dollari agli azionisti tramite dividendi e riacquisto di azioni.

Microsoft (NASDAQ:MSFT) reportó resultados excepcionales en el cuarto trimestre del año fiscal 2025, con ingresos que aumentaron un 18% hasta 76,4 mil millones de dólares y una ganancia neta que creció un 24% hasta 27,2 mil millones de dólares. El BPA diluido de la compañía alcanzó 3,65 dólares, un incremento del 24% interanual.

El segmento Intelligent Cloud lideró el crecimiento con ingresos de 29,9 mil millones de dólares (+26%), impulsado por un notable crecimiento del 39% en los ingresos de Azure. Los ingresos de Microsoft Cloud alcanzaron 46,7 mil millones de dólares, un aumento del 27%. El segmento de Productividad creció un 16% hasta 33,1 mil millones de dólares, mientras que el de Personal Computing aumentó un 9% hasta 13,5 mil millones de dólares.

Para todo el año fiscal 2025, Microsoft logró ingresos totales de 281,7 mil millones de dólares (+15%) y una ganancia neta de 101,8 mil millones de dólares (+16%). En el cuarto trimestre, la compañía devolvió 9,4 mil millones de dólares a los accionistas mediante dividendos y recompra de acciones.

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인텔리전� 클라우드 부�� 299� 달러(+26%)� 매출� 성장� 주도했으�, Azure� 39% 매출 성장� 보였습니�. 마이크로소프� 클라우드 매출은 467� 달러� 27% 증가했습니다. 생산� 부문은 331� 달러� 16% 성장했으�, 개인� 컴퓨� 부문은 135� 달러� 9% 증가했습니다.

2025 회계연도 전체 매출은 2,817� 달러(+15%)� 기록했고, 순이익은 1,018� 달러(+16%)였습니�. 4분기에는 배당� � 자사� 매입� 통해 주주들에� 94� 달러� 환원했습니다.

Microsoft (NASDAQ:MSFT) a publié d'excellents résultats pour le quatrième trimestre de l'exercice 2025, avec un chiffre d'affaires en hausse de 18 % à 76,4 milliards de dollars et un bénéfice net en progression de 24 % à 27,2 milliards de dollars. Le BPA dilué de la société a atteint 3,65 dollars, soit une augmentation de 24 % en glissement annuel.

Le segment Intelligent Cloud a porté la croissance avec un chiffre d'affaires de 29,9 milliards de dollars (+26 %), soutenu par une remarquable croissance des revenus d'Azure de 39 %. Les revenus du Microsoft Cloud ont atteint 46,7 milliards de dollars, en hausse de 27 %. Le segment Productivité a progressé de 16 % à 33,1 milliards de dollars, tandis que l'informatique personnelle a augmenté de 9 % à 13,5 milliards de dollars.

Pour l'ensemble de l'exercice 2025, Microsoft a réalisé un chiffre d'affaires total de 281,7 milliards de dollars (+15 %) et un bénéfice net de 101,8 milliards de dollars (+16 %). Au quatrième trimestre, la société a reversé 9,4 milliards de dollars aux actionnaires via des dividendes et des rachats d'actions.

Microsoft (NASDAQ:MSFT) meldete herausragende Ergebnisse für das vierte Quartal des Geschäftsjahres 2025, mit einem Umsatzanstieg von 18 % auf 76,4 Milliarden US-Dollar und einem Nettogewinnanstieg von 24 % auf 27,2 Milliarden US-Dollar. Das verwässerte Ergebnis je Aktie (EPS) erreichte 3,65 US-Dollar, ein Anstieg von 24 % im Jahresvergleich.

Der Intelligent Cloud-Segment führte das Wachstum mit einem Umsatz von 29,9 Milliarden US-Dollar (+26 %) an, angetrieben durch das bemerkenswerte Umsatzwachstum von Azure um 39 %. Die Microsoft Cloud erzielte Umsätze von 46,7 Milliarden US-Dollar, ein Plus von 27 %. Das Produktivitätssegment wuchs um 16 % auf 33,1 Milliarden US-Dollar, während das Personal Computing um 9 % auf 13,5 Milliarden US-Dollar zunahm.

Für das gesamte Geschäftsjahr 2025 erzielte Microsoft einen Gesamtumsatz von 281,7 Milliarden US-Dollar (+15 %) und einen Nettogewinn von 101,8 Milliarden US-Dollar (+16 %). Im vierten Quartal gab das Unternehmen 9,4 Milliarden US-Dollar an die Aktionäre durch Dividenden und Aktienrückkäufe zurück.

Positive
  • Revenue grew 18% to $76.4 billion in Q4, with net income up 24% to $27.2 billion
  • Azure revenue surged 39%, contributing to Microsoft Cloud's $46.7 billion revenue (+27%)
  • Strong performance across all segments with Intelligent Cloud growing 26%, Productivity up 16%, and Personal Computing rising 9%
  • Full-year revenue reached $281.7 billion (+15%) with net income of $101.8 billion (+16%)
  • Returned $9.4 billion to shareholders through dividends and share repurchases
Negative
  • Windows OEM and Devices revenue showed modest 3% growth, underperforming other segments
  • LinkedIn revenue growth slowed to 9%, showing weaker performance compared to other products

Insights

Microsoft delivers outstanding Q4 FY25 results with Cloud and AI driving 18% revenue growth and 24% profit increase.

Microsoft's Q4 FY25 results showcase exceptional financial performance across all business segments. Total revenue reached $76.4 billion, an 18% year-over-year increase, while net income grew even faster at 24% to $27.2 billion. This translated to diluted EPS of $3.65, also up 24%.

The standout performer was the Intelligent Cloud segment, which grew revenue by 26% to $29.9 billion. Within this segment, Azure and other cloud services exhibited remarkable 39% growth, demonstrating Microsoft's continued dominance in the enterprise cloud market. The milestone of Azure surpassing $75 billion in annual revenue (up 34%) reflects the company's successful execution of its cloud-first strategy.

Productivity and Business Processes maintained solid momentum with 16% revenue growth to $33.1 billion. Microsoft 365 Commercial and Consumer offerings grew 16% and 21% respectively, while Dynamics 365 revenue increased by 23%, indicating strong enterprise adoption of Microsoft's software suite. LinkedIn's more modest 9% growth suggests some maturation in its business model.

Even the More Personal Computing segment, historically the slowest-growing division, posted respectable 9% growth to $13.5 billion, driven by 21% growth in Search and news advertising and 13% growth in Xbox content and services.

Microsoft's ability to maintain double-digit growth rates at its massive scale is remarkable. The 15% full-year revenue growth to $281.7 billion and 16% increase in net income to $101.8 billion demonstrates effective execution across diverse business lines. The $9.4 billion returned to shareholders through dividends and share repurchases in Q4 alone underscores the company's strong cash generation capabilities and commitment to shareholder returns.

The results validate Microsoft's strategic focus on cloud and AI as engines for sustainable growth. With Cloud revenue now at $46.7 billion for the quarter (up 27%), Microsoft has positioned itself at the center of the enterprise digital transformation journey, leveraging AI capabilities to drive adoption across its product portfolio.

Microsoft Corp. (Nasdaq: MSFT) on July 30, 2025, announced robust financial results for its fourth quarter and full fiscal year ending June 30, 2025, with significant double-digit growth in both revenue and profit. The technology giant attributed the strong performance primarily to the continued momentum in its Cloud and Artificial Intelligence (AI) offerings.

For the fourth quarter, Microsoft reported total revenue of $76.4 billion, an 18% increase compared to the same period last year. The company's profitability saw even stronger growth, with net income rising 24% year-over-year to $27.2 billion. This resulted in diluted earnings per share (EPS) of $3.65, also up 24%. Diluted EPS is a key profitability metric that calculates profit per share of common stock, factoring in all potential shares from options and convertible securities.

The company also provided figures adjusted for currency fluctuations. On a constant currency basis, a non-GAAP metric that Microsoft said helps in understanding underlying business performance by removing the effects of foreign exchange rate changes, revenue grew by 17% and both net income and diluted EPS increased by 22%.

Financial Snapshot: Q4 FY2025 Highlights

  • Revenue: $76.4 billion, an increase of 18% year-over-year.
  • Operating Income: $34.3 billion, up 23% year-over-year.
  • Net Income: $27.2 billion, an increase of 24% year-over-year.
  • Diluted Earnings Per Share: $3.65, up 24% year-over-year.

Executive Insight

Company leadership emphasized the central role of its cloud and AI strategy in driving the quarter's success. Amy Hood, Microsoft's executive vice president and chief financial officer, noted that Microsoft Cloud revenue reached $46.7 billion for the quarter, a year-over-year increase of 27% (25% in constant currency).

“Cloud and AI is the driving force of business transformation across every industry and sector," said Satya Nadella, chairman and chief executive officer of Microsoft. “We’re innovating across the tech stack to help customers adapt and grow in this new era, and this year, Azure surpassed $75 billion in revenue, up 34 percent, driven by growth across all workloads.�

Segment Performance Highlights

Microsoft's financial results are broken down into three main segments, with its cloud-focused division demonstrating the most significant growth.

Intelligent Cloud Leads the Charge

The Intelligent Cloud segment was the fastest-growing division, reporting revenue of $29.9 billion, an increase of 26% (25% in constant currency). This performance was propelled by Server products and cloud services revenue, which climbed 27%. The primary engine within this segment, Azure and other cloud services, saw its revenue surge by an impressive 39%.

Productivity and Business Processes Shows Solid Growth

Revenue in the Productivity and Business Processes segment rose 16% (14% in constant currency) to $33.1 billion. The growth was broad-based across its portfolio:

  • Microsoft 365 Commercial products and cloud services revenue increased by 16%.
  • Microsoft 365 Consumer products and cloud services revenue grew by 21%.
  • Dynamics products and cloud services revenue climbed 18%, with Dynamics 365 revenue up 23%.
  • LinkedIn revenue increased by 9%.

More Personal Computing Sees Modest Gains

The More Personal Computing segment posted revenue of $13.5 billion, a 9% increase. Key drivers included a 21% rise in Search and news advertising revenue and a 13% increase in Xbox content and services revenue. Windows OEM and Devices revenue saw a modest increase of 3%, according to the release.

Full Fiscal Year 2025 Results

For the entire fiscal year ended June 30, 2025, Microsoft reported strong annual growth. Total revenue for the year reached $281.7 billion, a 15% increase over the prior fiscal year. Full-year net income grew 16% to $101.8 billion, and diluted earnings per share increased 16% to $13.64.

Shareholder Returns and Business Outlook

Microsoft stated it returned $9.4 billion to shareholders during the fourth quarter through a combination of dividends and share repurchases. The company did not provide specific forward-looking financial guidance in the press release, noting that it would be discussed during its earnings conference call and webcast later on July 30, 2025.

This article is based solely on information provided in Microsoft Corp.'s press release dated July 30, 2025. The content is for informational purposes only and does not constitute financial, investment, legal, or tax advice. Stock Titan and its writers make no representations as to the accuracy, completeness, or timeliness of the information. Investors should conduct their own due diligence before making any investment decisions.

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FAQ

What were Microsoft's (MSFT) Q4 2025 earnings?

Microsoft reported Q4 2025 revenue of $76.4 billion (+18% YoY), net income of $27.2 billion (+24% YoY), and diluted EPS of $3.65 (+24% YoY).

How much did Microsoft's Azure revenue grow in Q4 2025?

Microsoft's Azure and other cloud services revenue grew by 39% year-over-year, driving the Intelligent Cloud segment's revenue to $29.9 billion.

What was Microsoft's (MSFT) full-year 2025 revenue?

Microsoft's full-year 2025 revenue reached $281.7 billion, a 15% increase over the previous fiscal year, with net income growing 16% to $101.8 billion.

How much did Microsoft return to shareholders in Q4 2025?

Microsoft returned $9.4 billion to shareholders through a combination of dividends and share repurchases during Q4 2025.

What was Microsoft's Cloud revenue in Q4 2025?

Microsoft Cloud revenue reached $46.7 billion for the quarter, representing a 27% year-over-year increase (25% in constant currency).

How did Microsoft's different business segments perform in Q4 2025?

Intelligent Cloud grew 26% to $29.9 billion, Productivity and Business Processes increased 16% to $33.1 billion, and More Personal Computing rose 9% to $13.5 billion.
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