earnings
confidence high
sentiment positive
materiality 0.85
Microsoft Q2 FY2025 revenue $69.6B (+12%), EPS $3.23 (+10%), AI run rate exceeds $13B (+175%)
MICROSOFT CORP
2025-Q2 EPS
reported $6.53
vs consensus $3.44
▲ beat
(+90.0%)
- Net income $24.1B (+10%), operating income $31.7B (+17%).
- Microsoft Cloud revenue $40.9B (+21%); Azure and other cloud services grew 31%.
- AI business annual revenue run rate surpassed $13B, up 175% YoY.
- Productivity & Business Processes segment revenue $29.4B (+14%), Intelligent Cloud $25.5B (+19%).
- Returned $9.7B to shareholders via dividends and share repurchases in Q2.