Microsoft Corporation (MSFT) Q2 2025 (USD): EPS 5.16 (exp. 3.92), Revenue 81.3bln (exp. 80.28bln)

Newsquawk Staff · 28 Jan 2026, 21:20 UTC

Says net gains from OpenAI investments totaled USD 7.6bln, which resulted in an increase in diluted earnings per share of USD 1.02/shr
Operating income 38.3bln (exp. 32.9bln)

SEGMENTS

Q2 Azure and other Cloud services revenue increased 39% (exp. 38.8%)
Productivity and Business +16% at USD 34.1bln (exp. 33.5bln)
More Personal Computing: USD 14.3bln (exp. 14.33bln)
Cloud revenue +26% to USD 51.5bln
Intelligent cloud revenue USD 32.9bln
Commercial RPO +110% to USD 625bln

What it means

Microsoft's Q2 2025 earnings significantly beat expectations, with an EPS of 5.16 against an estimated 3.92 and impressive revenue growth driven by its cloud services and OpenAI investments. This strong performance not only solidifies its market position but also suggests positive momentum for future earnings, likely impacting investor sentiment and valuations across the software sector.

Sources

microsoft.gcs-web.com

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