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Countdown to Microsoft (MSFT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-07-25 14:16
Core Viewpoint - Analysts forecast Microsoft (MSFT) to report quarterly earnings of $3.35 per share, reflecting a year-over-year increase of 13.6%, with revenues expected to reach $73.71 billion, an increase of 13.9% compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a reassessment of projections by covering analysts [1][2]. Revenue Projections - Analysts expect 'Revenue- More Personal Computing' to be $12.60 billion, a decrease of 20.7% year over year [4]. - 'Revenue- Intelligent Cloud' is projected to reach $28.94 billion, showing a slight increase of 1.5% year over year [4]. - 'Revenue- Productivity and Business Processes' is anticipated to be $32.15 billion, reflecting a significant increase of 58.2% from the year-ago quarter [4]. Specific Revenue Metrics - 'Revenue- Windows' is expected to be $3.88 billion, indicating a decline of 40.2% year over year [5]. - 'More Personal Computing- Revenue from Gaming' is projected at $5.29 billion, an increase of 5.3% from the previous year [5]. - 'More Personal Computing- Search and news advertising' is estimated to reach $3.53 billion, reflecting a year-over-year increase of 11.5% [6]. Percentage Change in Revenue - The consensus estimate for 'Percentage Change in Revenue Y/Y' stands at 13.9%, compared to 15.0% from the previous year [6]. - 'Intelligent Cloud - Percentage Change in Revenue Y/Y' is estimated at 19.2%, slightly up from 19.0% reported last year [7]. - 'Productivity and Business Processes - Percentage Change in Revenue Y/Y' is forecasted to be 12.0%, compared to 11.0% last year [7]. - 'More Personal Computing - Percentage Change in Revenue Y/Y' is projected at -0.3%, down from 14.0% reported last year [8]. Unearned Revenue Estimates - 'Long-term unearned revenue' is expected to be $3.50 billion, up from $2.60 billion reported last year [8]. - 'Short-term unearned revenue' is projected to reach $57.97 billion, slightly up from $57.58 billion reported in the same quarter last year [9]. Stock Performance - Microsoft shares have changed by +2.7% in the past month, compared to a +4.6% move of the Zacks S&P 500 composite [9].