NASDAQ$MSFT

Microsoft · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Microsoft's Q2 2024 earnings were driven by strong cloud performance and the acquisition of Activision Blizzard.

Microsoft reported strong Q2 2024 results, with revenue increasing by 18% to $62.0 billion and operating income increasing by 33% to $27.0 billion. The Microsoft Cloud revenue reached $33.7 billion, up 24% year-over-year, and the acquisition of Activision Blizzard contributed to growth in the More Personal Computing segment.

  • Revenue increased 18% to $62.0 billion.
  • Operating income increased 33% to $27.0 billion.
  • Net income increased 33% to $21.9 billion.
  • Diluted earnings per share increased 33% to $2.93.

Headline financials

Total Revenue

$62B

Previous: $52.7B+17.6%
EPS

$2.93

Previous: $2.32+26.3%
Microsoft Cloud revenue

$33.7B

Previous: $27.1B+24.4%
Capital Expenditures

-$9.74B

Previous: -$6.27B-55.2%
Free Cash Flow

$12.1B

Previous: $10.2B+19.5%
Net Income

$21.9B

Previous: $16.4B+33.2%
Operating Income

$27B

Previous: $20.4B+32.5%
Gross Profit

$42.4B

Previous: $35.3B+20.2%
Cash & Equivalents

$17.3B

Previous: $15.6B+10.6%
Total Assets

$471B

Previous: $365B+29.1%
R&D Expense

$7.14B

No prior period
Stock-Based Comp

$2.83B

Previous: $2.54B+11.4%

Revenue & EPS history

Microsoft · Revenue · Quarterly

$62B

Q2 2024+17.6%vs Q2 2023
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 2024

Historical avgQ2 2024

+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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