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Microsoft announced a reduction of 4,800 employees, representing 2% of its global workforce.
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Approximately two-thirds of the 4,800 layoffs are from the Xbox gaming and entertainment division.
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1,600 of the laid-off employees are from the Xbox division.
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Hundreds of union video game workers represented by the Communications Workers of America were included in the Xbox layoffs.
Asha Sharma, Xbox CEO
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Xbox CEO Asha Sharma stated in an internal memo that the console maker was "losing 64 cents for every dollar invested."
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Microsoft has reduced its workforce by approximately 35,000 employees over the past three and a half years.
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Microsoft's operating margins increased to 46.3% from 42.3% over the past three and a half years.
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Microsoft stock increased by 72% over the past three and a half years.
Asha Sharma, Xbox CEO
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Asha Sharma stated that consumers spend about 70 billion hours on the Xbox ecosystem annually.
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Xbox sales decreased by 5% year-over-year in the latest quarter.
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The Xbox division operated at a 3% profit margin in the latest quarter.
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Microsoft expects roughly a 30% profit margin from its major divisions.
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Xbox Series X and S consoles sold approximately 9.8 million units in 2023.
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Xbox Series X and S console sales decreased by 51% to 4.79 million units in 2024.
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Cumulative lifetime sales of Xbox Series X and S consoles reached approximately 34 million units through 2025.
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Sony PlayStation 5 has sold over 65 million units lifetime.
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Xbox Game Pass reached 34 million subscribers in February 2024.
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The price of Xbox Game Pass Ultimate increased by 50% in October 2025.
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The price increase raised the Xbox Game Pass Ultimate tier from approximately $19.99 to $29.99 per month.
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Asha Sharma announced a price reduction for Xbox Game Pass Ultimate from $30 to $23 per month.
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Microsoft discontinued Copilot on Xbox consoles.
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Project Helix will run on a custom AMD System on Chip with the codename Magnus.
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The Magnus chip is built on AMD's RDNA 5 GPU architecture and Zen 6 CPU.
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The Magnus chip includes a dedicated NPU capable of up to 110 TOPS at 6 watts.
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Microsoft reported revenue of $82.9 billion for the third quarter of 2026.
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Microsoft's third quarter 2026 revenue represented an 18% increase from the year-earlier period.
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Microsoft's cloud business revenue grew by 29% year-over-year to $54.5 billion in the third quarter of 2026.
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Microsoft's commercial remaining performance obligations rose by 99% to $627 billion.
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Microsoft's earnings per share for the third quarter of 2026 were $4.27.
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Microsoft's earnings per share for the third quarter of 2026 represented a 23% increase.
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The consensus estimate for Microsoft's third quarter 2026 earnings per share was $4.06.
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Microsoft's operating cash flow for the third quarter of 2026 totaled $46.7 billion.
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Microsoft's operating cash flow for the third quarter of 2025 was $37 billion.
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Microsoft closed the year with $32.1 billion in cash.
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Microsoft's short-term debt balance is $8.8 billion.
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Microsoft stock decreased by 19% year-to-date as of July 7, 2026.
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Microsoft stock fell approximately 37% from its 52-week high to a low of $349.20 on June 24, 2026.
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Microsoft stock is down approximately 20% as of July 1, 2026.
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Microsoft plans to spend $190 billion on capital expenditures in 2026.
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Microsoft reported that Copilot had over 20 million paid seats.
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Microsoft's AI annualized revenue surpassed $37 billion in the third quarter of 2026.
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Microsoft's AI annualized revenue increased by 123% year-over-year in the third quarter of 2026.
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Global cloud infrastructure spending reached $129 billion in the first quarter of 2026.
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Global cloud infrastructure spending increased by 35% year-over-year in the first quarter of 2026.
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Big tech spending plans for 2026 increased from approximately $600 billion to $750 billion.
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Jefferies assigned a "Buy" rating and a $675 price target to Microsoft stock.
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Azure revenue increased by 40% year-over-year in Microsoft's fiscal third quarter of 2026.
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Azure holds approximately a 21% share of the global cloud infrastructure market.
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Microsoft pays a quarterly dividend of $0.91.
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Microsoft last paid its dividend on May 21, 2026.
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Microsoft's dividend yield is 0.91%.
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The technology sector average dividend yield is 1.37%.
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Microsoft's net income increased by 23% to $31.8 billion in the third quarter of 2026.
Satya Nadella, Microsoft CEO
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Satya Nadella stated, "Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms."
Satya Nadella, Microsoft CEO
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Satya Nadella stated, "We're investing deeply in world-class content, community and the cloud to usher in a new era of gaming that puts players and creators first and makes gaming safe, inclusive and accessible to all."
Claude Cummings Jr., CWA President
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CWA President Claude Cummings Jr. said, "When Microsoft sought to grow its video game division, corporate executives made an agreement with video game workers and their union, CWA, to respect their right to organize for a new day for workers across Microsoft’s video game studios."
Claude Cummings Jr., CWA President
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CWA President Claude Cummings Jr. said, "Although our union signed neutrality agreements with Microsoft, we have been extremely disappointed by a company that has slow-walked our members at the bargaining table, making CWA members wait for the protections of a union contract."
Claude Cummings Jr., CWA President
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CWA President Claude Cummings Jr. said, "But make no mistake – whether our members have a contract in hand, or are still at the bargaining table, CWA members at Xbox have the power and protection of union membership."
Claude Cummings Jr., CWA President
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CWA President Claude Cummings Jr. said, "When Microsoft decides to treat the workers who built Xbox as expendable, it should know who they’re dealing with."
Claude Cummings Jr., CWA President
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CWA President Claude Cummings Jr. said, "This is not just a fight with the thousands of workers across Xbox; it’s a fight with each and every member at CWA — hundreds of thousands of people strong."
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More than 3,500 Xbox workers have formed unions with the Communications Workers of America since 2022.
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Microsoft agreed to a neutrality framework with the Communications Workers of America in 2022.
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Microsoft acquired Activision Blizzard for $69 billion.
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Microsoft exceeded revenue projections by about $1.5 billion in the third quarter of 2026.
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Microsoft achieved its tenth consecutive earnings beat in the third quarter of 2026.
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Microsoft's forward P/S multiple is 8.80 times.
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The sector median forward P/S multiple is 3.34 times.
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Microsoft's forward P/E ratio is 23.22 times.
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The sector median forward P/E ratio is 24.61 times.
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Microsoft's forward P/CF multiple is 17.11 times.
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The sector median forward P/CF multiple is 19.24 times.
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Analysts assigned Microsoft stock an overall rating of "Strong Buy."
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The mean analyst target price for Microsoft stock is $550.48.
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Microsoft's forward price-to-earnings ratio is 22.9x.
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Microsoft's stock is down 22.6% over the past 52 weeks.
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Microsoft's stock is down 20.2% so far in 2026.
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Microsoft's forward payout ratio is 21.42%.
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