Microsoft(US:MSFT) ZACKS·2025-10-29 23:01Core Insights - Microsoft reported $77.67 billion in revenue for the quarter ended September 2025, marking an 18.4% year-over-year increase and exceeding the Zacks Consensus Estimate by 3.62% [1] - The earnings per share (EPS) for the quarter was $4.13, up from $3.30 a year ago, representing a surprise of 13.15% over the consensus estimate of $3.65 [1] Revenue Performance - Overall revenue increased by 18% year-over-year, surpassing the average analyst estimate of 14.1% [4] - Revenue from Productivity and Business Processes grew by 17%, compared to the 14.2% average estimate [4] - Intelligent Cloud revenue rose by 28%, exceeding the 25.6% average estimate [4] - More Personal Computing revenue increased by 4%, against an average estimate of -3.4% [4] Segment Revenue Details - More Personal Computing revenue was $13.76 billion, above the average estimate of $12.72 billion, reflecting a year-over-year change of 4.4% [4] - Intelligent Cloud revenue reached $30.9 billion, compared to the average estimate of $30.26 billion, with a year-over-year increase of 28.3% [4] - Productivity and Business Processes generated $33.02 billion, exceeding the $32.35 billion estimate, representing a 16.6% year-over-year change [4] - Product revenue was $15.92 billion, slightly below the $16.08 billion estimate, with a year-over-year change of 4.3% [4] Revenue by Product and Service Offerings - Windows and Devices revenue was $4.55 billion, surpassing the $4.03 billion estimate [4] - Search and news advertising revenue reached $3.7 billion, compared to the $3.63 billion estimate, reflecting a 14.6% year-over-year increase [4] - Enterprise and partner service revenue was $2.02 billion, above the $1.99 billion estimate, with a 4.9% year-over-year change [4] - Server products and cloud services revenue was $28.87 billion, exceeding the $28.03 billion estimate, representing a 30.3% year-over-year increase [4]