Key Points
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Microsoft and Shopify have both experienced significant stock growth this year, with Microsoft up 20% and Shopify up 27%.
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In Q4 of fiscal year 2025, Microsoft reported revenue of $76.4 billion, an 18% year-over-year increase, while Shopify’s revenue reached $2.7 billion, marking a 31% rise compared to the previous year.
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Microsoft’s contracted revenue was $368 billion, a 37% increase, and Shopify’s net income surged to $906 million, up from $171 million year-over-year.
Microsoft (NASDAQ: MSFT) has seen strong growth driven by its cloud and AI divisions, as evidenced by Q4 earnings that revealed an 18% revenue growth to $76.4 billion and a 24% increase in earnings per share, reaching $3.65. The company holds $368 billion in contracted revenue, indicating ongoing growth potential.
Meanwhile, Shopify (NASDAQ: SHOP) rebounded in 2023 after a downturn, reporting second-quarter revenue of $2.7 billion and a net income of $906 million. The e-commerce provider has also captured over 12% of the U.S. e-commerce market, benefiting from its adaptable platform and strong customer demand.
