Microsoft FY2025 Update

Since Microsoft’s financial year ends in June 30th, I have decided to update my Microsoft model instead of doing the usual quarterly recap.

I first published my Microsoft Deep Dive back in April 2023. However, Microsoft announced some changes to the composition of their reporting segments in August 2024. As a result, I had to make some noticeable changes in my model as well. I will share my new abridged version of Microsoft model, discuss the assumptions, and my inferences to take a decision on my Microsoft position behind the paywall.