Compared to Estimates, Microsoft (MSFT) Q4 Earnings: A Look at Key Metrics

Microsoft (MSFT) reported $76.44 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 18.1%. EPS of $3.65 for the same period compares to $2.95 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $73.71 billion, representing a surprise of +3.7%. The company delivered an EPS surprise of +8.96%, with the consensus EPS estimate being $3.35.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Microsoft performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Percentage Change in Revenue Y/Y: 18% compared to the 13.9% average estimate based on 10 analysts.Intelligent Cloud - Percentage Change in Revenue Y/Y: 26% versus the eight-analyst average estimate of 19.2%.More Personal Computing - Percentage Change in Revenue Y/Y: 9% versus the eight-analyst average estimate of -0.3%.Productivity and Business Processes - Percentage Change in Revenue Y/Y: 16% versus the eight-analyst average estimate of 12%.Revenue- More Personal Computing: $13.45 billion compared to the $12.6 billion average estimate based on 11 analysts. The reported number represents a change of -15.4% year over year.Revenue- Intelligent Cloud: $29.88 billion versus $28.94 billion estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +4.8% change.Revenue- Productivity and Business Processes: $33.11 billion versus the 11-analyst average estimate of $32.15 billion. The reported number represents a year-over-year change of +63%.Revenue by product and service offerings- Dynamics products and cloud services: $2.14 billion versus $2.05 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +24.3% change.Revenue by product and service offerings- Windows and Devices: $4.33 billion compared to the $3.88 billion average estimate based on four analysts. The reported number represents a change of -33.3% year over year.Revenue by product and service offerings- Search and news advertising: $3.59 billion versus $3.53 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +13.3% change.Revenue by product and service offerings- Enterprise and partner service: $1.99 billion versus the four-analyst average estimate of $2 billion. The reported number represents a year-over-year change of +6.5%.Revenue by product and service offerings- Server products and cloud services: $27.88 billion versus $26.76 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.View all Key Company Metrics for Microsoft here>>>Shares of Microsoft have returned +4.2% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks