NASDAQ$MSFT

Microsoft · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Microsoft's Q2 2023 earnings were announced, showcasing cloud strength amidst a complex economic environment.

Microsoft reported a 2% increase in revenue to $52.7 billion. Microsoft Cloud revenue was $27.1 billion, up 22%. Diluted earnings per share was $2.20 GAAP and $2.32 non-GAAP.

  • Revenue increased by 2% to $52.7 billion.
  • Microsoft Cloud revenue increased 22% to $27.1 billion.
  • GAAP diluted earnings per share decreased 11% to $2.20.
  • Non-GAAP diluted earnings per share decreased 6% to $2.32.

Headline financials

Total Revenue

$52.7B

Previous: $51.7B+2.0%
EPS (adj)

$2.32

Previous: $2.48-6.5%
Microsoft Cloud revenue

$27.1B

No prior period
Capital Expenditures

-$6.27B

Previous: -$5.87B-7.0%
Free Cash Flow

$10.2B

Previous: $12.9B-21.3%
Net Income

$16.4B

Previous: $18.8B-12.5%
Operating Income

$20.4B

Previous: $22.2B-8.3%
Gross Profit

$35.3B

Previous: $34.8B+1.4%
Cash & Equivalents

$15.6B

Previous: $20.6B-24.1%
Total Assets

$365B

Previous: $340B+7.1%
Stock-Based Comp

$2.54B

Previous: $1.9B+33.8%

Revenue & EPS history

Microsoft · Revenue · Quarterly

$52.7B

Q2 2023+2%vs Q2 2022
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Microsoft · $82.9B total across 3 segments · Q3 2026

  • Productivity and Business Processes
    $35B
  • Intelligent Cloud
    $34.7B
  • More Personal Computing
    $13.2B

Forward guidance

Microsoft will provide forward-looking guidance in connection with this quarterly earnings announcement on its earnings conference call and webcast.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.8%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.9%

Avg return

30 days after

63%

47 / 75 earnings

Positive

+12.0%

Q1 2016

Best reaction

-12.1%

Q4 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-0.0%-3.1%+6.0%
Q2 2026-5.0%-14.6%-18.5%
Q1 2026+0.2%-5.0%-9.1%
Q4 2025-2.8%+2.8%-1.3%
Q3 2025+7.6%+9.6%+16.5%
Q2 2025-6.2%-6.8%-10.3%
Q1 2025-5.9%-5.4%-2.0%
Q4 2024-2.0%-4.3%-3.2%
Q3 2024-0.7%-4.8%+5.2%
Q2 2024-3.0%+0.4%+1.0%
Q1 2024+3.4%+0.1%+14.7%
Q4 2023-2.1%-2.0%-7.3%
Q3 2023+4.8%+9.0%+15.7%
Q2 2023-0.8%+2.3%+5.0%
Q1 2023-6.4%-4.6%+0.1%
Q4 2022+3.8%+8.5%+7.7%
Q3 2022+0.9%-1.1%-5.3%
Q2 2022+0.1%+4.0%-0.6%
Q1 2022+4.9%+7.6%+9.7%
Q4 2021-1.0%-1.4%+3.5%
Q3 2021-2.7%-3.6%-4.7%
Q2 2021+1.5%+1.1%-0.2%
Q1 2021-3.5%-3.6%+1.8%
Q4 2020-3.0%-2.3%+2.0%
Q3 2020+5.5%+5.3%+7.9%
Q2 2020+4.4%+5.4%-2.1%
Q1 2020+2.6%+5.7%+9.7%
Q4 2019+0.3%+2.2%-0.1%
Q3 2019+3.0%+3.5%+0.6%
Q2 2019+1.4%+2.7%+9.3%
Q1 2019+0.2%-3.9%-4.7%
Q4 2018+1.1%+2.4%+2.3%
Q3 2018+3.8%+2.9%+6.6%
Q2 2018+1.6%-5.1%+0.3%
Q1 2018+6.6%+5.8%+5.9%
Q4 2017-0.1%+0.4%-1.9%
Q3 2017+0.9%+2.2%+3.1%
Q2 2017+3.3%+1.5%+1.5%
Q1 2017+3.7%+6.0%+4.9%
Q4 2016+3.6%+4.8%+6.7%
Q3 2016-6.9%
Q2 2016+7.6%
Q1 2016+12.0%
Q4 2015-2.9%
Q3 2015+11.4%
Q2 2015-9.6%
Q1 2015+3.9%
Q4 2014+0.1%
Q3 2014+0.6%
Q2 2014+2.4%
Q1 2014+5.8%
Q4 2013-12.1%
Q3 2013+3.3%
Q2 2013+1.0%
Q1 2013-3.2%
Q4 2012-1.1%
Q3 2012+4.1%
Q2 2012+5.2%
Q1 2012+0.1%
Q4 2011+0.3%
Q3 2011-1.7%
Q2 2011-3.6%
Q1 2011+2.3%
Q1 2008+1.2%
Q2 2008+1.2%
Q4 2008+1.2%
Q3 2008+1.2%
Q4 2010+1.2%
Q3 2009-1.2%
Q3 2010-1.2%
Q2 2010-5.0%
Q2 2009-5.0%
Q4 2009+7.9%
Q1 2010+7.9%
Q1 2009+7.9%

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