Microsoft Management
Management criteria checks 2/4
Microsoft's CEO is Satya Nadella, appointed in Feb 2014, has a tenure of 12.25 years. total yearly compensation is $96.50M, comprised of 2.6% salary and 97.4% bonuses, including company stock and options. directly owns 0.012% of the company’s shares, worth $372.20M. The average tenure of the management team and the board of directors is 8.9 years and 8.9 years respectively.
Key information
Satya Nadella
Chief executive officer
US$96.5m
Total compensation
| CEO salary percentage | 2.59% |
| CEO tenure | 12.3yrs |
| CEO ownership | 0.01% |
| Management average tenure | 8.9yrs |
| Board average tenure | 8.9yrs |
Recent management updates
Recent updates
New Narrative • May 10
Microsoft will achieve a future PE ratio of 24.626979x by leveraging strong growth
Valuation In 3–5 years, I think Microsoft becomes even more dominant in enterprise AI, cloud infrastructure, and productivity software. Azure and Copilot are probably the biggest growth drivers, while Windows, Office, LinkedIn, GitHub, and gaming remain huge cash generators.Seeking Alpha • May 07
Microsoft: A Compelling Opportunity Emerging From The Downturn
Summary Microsoft is undervalued, trading at less than 20x forward earnings despite robust operational performance and a $627 billion contracted backlog. MSFT's Q3 delivered top- and bottom-line beats, with Azure growing 40% YoY and operating income up 20%, yet the market fixates on a $190 billion CapEx guide. CapEx concerns are overstated; $25 billion is due to component inflation, and most spend directly supports revenue growth, with operating cash flow up 94% since 2023. AI monetization is accelerating, with M365 Copilot seats up 250% YoY and commercial RPO up 99%, signaling strong future revenue conversion. Read the full article on Seeking AlphaAnalysis Article • May 02
Microsoft Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Last week, you might have seen that Microsoft Corporation ( NASDAQ:MSFT ) released its third-quarter result to the...
Narrative Update • May 02
Microsoft Just Had a Quarter for the History Books. I Still Haven't Bought a Share.
In late March I told you the fundamentals were a fortress and the price had not caught up to the fear yet. The fear faded.
Narrative Update • May 02
MSFT: AI Infrastructure Self Sufficiency And Global Data Center Expansion Will Drive Leadership
Analysts have trimmed their average price targets on Microsoft, reflecting a lower assumed fair value of around $562 and a reduced future P/E of roughly 28x. This comes even as they continue to reference solid revenue growth assumptions and mixed reactions to recent OpenAI and AI infrastructure updates across the latest research reports.
New Narrative • Apr 30
AI Infrastructure And Enterprise Agents Will Reshape Long Term Earnings Power
Catalysts About Microsoft Microsoft is a global technology company that offers cloud services, productivity software, AI platforms, business applications, security products and consumer services. What are the underlying business or industry changes driving this perspective?Narrative Update • Apr 18
MSFT: AI Infrastructure Self Sufficiency And Heavy Data Center Commitments Will Sustain Leadership
Microsoft's analyst fair value estimate has been adjusted slightly lower to $579.57, as analysts factor in updated price targets that reflect a mix of reduced P/E assumptions, along with expectations for revenue growth and profit margins tied to AI and cloud spending. Analyst Commentary Recent Street research on Microsoft reflects a mix of optimism and caution as analysts recalibrate price targets and ratings around AI, cloud spending, and capital intensity.
New Narrative • Apr 16
AI Infrastructure Constraints Will Pressure Cloud Margins Yet Support Stable Long Term Earnings
Catalysts About Microsoft Microsoft is a global technology company that provides cloud services, productivity software, AI platforms and related hardware and services to enterprise, government and consumer customers. What are the underlying business or industry changes driving this perspective?New Narrative • Apr 13
Microsoft Could Reach $600 Over the Next Five Years
Microsoft has a strong path to $600 over the next five years because it combines durable growth, elite profitability, and a leadership position in AI, cloud, and enterprise software. Its recurring revenue base makes earnings more predictable, while Azure, Microsoft 365, and its AI products give it multiple ways to compound value over time.Narrative Update • Apr 03
MSFT: AI Infrastructure Buildout And Self Sufficiency Will Support Long Duration Leadership
Microsoft's analyst price target has been modestly trimmed as the fair value estimate shifts from $594.62 to $587.31, reflecting a round of target reductions and mixed views on AI related risks and opportunities, even as several firms maintain positive long term opinions on the company's role in software and infrastructure. Analyst Commentary Recent commentary around Microsoft shows a split view, with many research houses trimming price targets while still seeing long term potential, and a smaller group turning more cautious on AI related execution risks, valuation, and competitive threats.New Narrative • Mar 29
Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
Microsoft just burned $37.5 billion in 90 days. The stock has lost a third of its value.Narrative Update • Mar 19
MSFT: AI Infrastructure Buildout And Self Sufficiency Will Support Long Duration Leadership
Analysts have made a small cut to the Microsoft analyst price target, trimming fair value by about $1 to $594.62 as they factor in a slightly higher discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and a marginally lower future P/E. Analyst Commentary Recent research on Microsoft presents a mixed but detailed picture, with several firms adjusting price targets and ratings as they recalibrate expectations around AI, capital spending, and long term growth assumptions.New Narrative • Mar 05
A Structured Counter‑Analysis of "The Leaking Dreadnought"
A Structured Counter‑Analysis of "The Leaking Dreadnought" Microsoft is not a leaking vessel drifting toward structural decline; it is a company in the middle of a capital‑intensive platform transition whose long‑term logic the article fundamentally misreads. The critique below addresses the article’s core claims and reframes them through the lens of Microsoft’s actual strategic architecture, economic model, and competitive position.Narrative Update • Mar 05
MSFT: AI Infrastructure Self Sufficiency Will Support Long Duration Cloud Leadership
Narrative Update The analyst price target for Microsoft has been trimmed by a modest amount in dollar terms. Analysts are factoring in slightly lower revenue growth, a small step down in profit margin assumptions, a marginally higher discount rate, and a slightly richer future P/E multiple.New Narrative • Feb 22
Microsoft: Real‑Terms Economic Value Anchored in Durability, Not Growth Assumptions
Microsoft’s true economic value rests on its unmatched enterprise cash-flow durability, high-retention subscription model, and deep competitive moats in operating systems, productivity platforms, and cloud infrastructure. These produce stable, high-margin recurring cash flows capable of long-duration compounding under disciplined capital allocation.Narrative Update • Feb 18
MSFT: AI Self Sufficiency And Global Data Center Expansion Will Sustain Cloud Leadership
Our analyst price target for Microsoft has been nudged lower by a few dollars to reflect a slightly reduced fair value estimate of about $596, as analysts balance ongoing enthusiasm around AI driven capital spending with a wave of recent target trims. These largely stem from valuation discipline and concerns that prior long term assumptions, including P/E and margin expectations, may have been set too high.Narrative Update • Feb 04
MSFT: AI Infrastructure Partnerships And Data Center Expansion Will Sustain Cloud Leadership
Analysts have trimmed their fair value estimate for Microsoft by about $19 to $603, citing a blend of slightly higher discount rates, modestly stronger revenue growth and profit margin assumptions, and a lower future P/E multiple that reflects the recent wave of price target resets and still constructive, AI driven, long term views across recent research. Analyst Commentary Recent research around Microsoft centers on how to value its AI opportunity, the required capital spending, and whether current expectations are too high or still leave room for upside.Narrative Update • Jan 21
MSFT: AI Infrastructure Buildout And OpenAI Partnership Will Sustain Cloud Leadership
Microsoft's updated analyst price target edges slightly lower, with fair value now at about $622.19, as analysts balance modest tweaks to the discount rate and P/E assumptions against ongoing AI related demand signals highlighted in recent research. Analyst Commentary Recent research around Microsoft clusters into two broad camps, with most commentary still constructive on AI driven growth and cloud execution, while a smaller group is more cautious on capital intensity and hyperscaler economics.Narrative Update • Jan 13
Microsoft (MSFT): When AI Becomes the Operating Layer of Work
Microsoft (NASDAQ: MSFT) is no longer just a software company—it’s becoming the operating layer for modern work. Windows, Office, Azure, and now AI-powered copilots form an interconnected ecosystem that spans individual users, enterprises, and governments.Narrative Update • Jan 06
MSFT: AI Infrastructure Expansion And OpenAI Deal Will Support Durable Cloud Leadership
Our Microsoft price target edges down slightly to US$622.51 from US$624.45, as analysts balance ongoing enthusiasm around the company’s broad AI and cloud positioning with more cautious views on capital intensity and earnings expectations. Analyst Commentary Recent research on Microsoft reflects a mix of optimism around the company’s AI and cloud positioning and a more cautious read on capital intensity and earnings risk.Narrative Update • Dec 18
MSFT: Expanded AI Partnerships And Infrastructure Will Drive Durable Cloud Leadership
Analysts have nudged their Microsoft price target slightly higher to approximately $650, reflecting confidence that the company's broadened AI partnerships, resilient Azure growth, and durable margin profile justify modestly stronger long term revenue and earnings assumptions despite rising capex and hyperscaler caution. Analyst Commentary Street research remains broadly constructive on Microsoft, with a cluster of recent notes highlighting the company as a primary beneficiary of accelerating AI adoption, robust cloud demand, and deepened model partnerships, even as a minority of voices urge greater caution around hyperscaler capital intensity and returns.Narrative Update • Dec 07
The Leaking Dreadnought
On the surface, Microsoft appears to be an unsinkable vessel. Buoyed by a trillion-dollar market cap and the explosive valuation of the AI sector, the company seems to be steaming ahead.Narrative Update • Dec 03
MSFT: Expanding AI Data Center Buildout Will Drive Durable Cloud And Platform Leadership
Our Microsoft analyst price target has been raised slightly to about $625 from roughly $625. This reflects analysts' view that durable double digit cloud and AI driven revenue growth, reinforced by expanded OpenAI and Anthropic partnerships and recent Q1 beats, more than offsets concerns about elevated capex and hyperscaler returns.Analysis Article • Nov 28
Shareholders Will Probably Hold Off On Increasing Microsoft Corporation's (NASDAQ:MSFT) CEO Compensation For The Time Being
Key Insights Microsoft to hold its Annual General Meeting on 5th of December CEO Satya Nadella's total compensation...Narrative Update • Nov 19
MSFT: Expanding AI Data Center Investments Will Drive Leadership In Next-Generation Cloud Services
Microsoft's analyst price target saw a modest decrease of approximately $2 to $624.83. Some analysts cite rising capital requirements and more cautious expectations for hyperscale cloud providers, despite continued confidence in the company's long-term AI and cloud positioning.Narrative Update • Nov 05
MSFT: Future Cloud Demand Will Drive Expansion In AI Infrastructure And Partnerships
Analysts have increased their price target for Microsoft by $5.62 to $626.65. They cite continued momentum in cloud growth, strengthened profit margins, and improving revenue growth expectations driven by Azure’s performance and expanded partnerships in artificial intelligence.Narrative Update • Oct 22
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Microsoft’s analyst price target has been revised upward to $625 from $582, a $43 increase. Analysts point to ongoing AI strength, Azure momentum, and durable software growth as key drivers for the valuation boost.Narrative Update • Oct 08
AI And Cloud Services Will Shape Enterprise Future
Microsoft’s analyst price target has been raised from approximately $614 to $621. This reflects increased confidence among analysts in Azure’s accelerating growth, the company's robust positioning in the AI ecosystem, and recent capacity and customer mix enhancements.New Narrative • Aug 07
After the AI Party: A Sobering Look at Microsoft's Future
The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.
New Narrative • Jul 21
From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model
United States: 50.87%1-Year Revenue Growth = 16.83%New Narrative • Jun 23
Microsoft Will Lead the Charge with a 12% Revenue Growth Ahead
Where do you think revenue will be in 5 years time? and why?📊 Where Could MSFT’s Revenue Be in 5 Years?As of FY2023, Microsoft's revenue was $232 billion, with an average 5-year CAGR (Compound AnnualCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$125b |
| Dec 31 2025 | n/a | n/a | US$119b |
| Sep 30 2025 | n/a | n/a | US$105b |
| Jun 30 2025 | US$96m | US$3m | US$102b |
| Mar 31 2025 | n/a | n/a | US$97b |
| Dec 31 2024 | n/a | n/a | US$93b |
| Sep 30 2024 | n/a | n/a | US$91b |
| Jun 30 2024 | US$79m | US$3m | US$88b |
| Mar 31 2024 | n/a | n/a | US$86b |
| Dec 31 2023 | n/a | n/a | US$83b |
| Sep 30 2023 | n/a | n/a | US$77b |
| Jun 30 2023 | US$49m | US$3m | US$72b |
| Mar 31 2023 | n/a | n/a | US$69b |
| Dec 31 2022 | n/a | n/a | US$67b |
| Sep 30 2022 | n/a | n/a | US$70b |
| Jun 30 2022 | US$55m | US$3m | US$73b |
| Mar 31 2022 | n/a | n/a | US$72b |
| Dec 31 2021 | n/a | n/a | US$71b |
| Sep 30 2021 | n/a | n/a | US$68b |
| Jun 30 2021 | US$50m | US$3m | US$61b |
| Mar 31 2021 | n/a | n/a | US$56b |
| Dec 31 2020 | n/a | n/a | US$51b |
| Sep 30 2020 | n/a | n/a | US$47b |
| Jun 30 2020 | US$44m | US$3m | US$44b |
| Mar 31 2020 | n/a | n/a | US$46b |
| Dec 31 2019 | n/a | n/a | US$44b |
| Sep 30 2019 | n/a | n/a | US$41b |
| Jun 30 2019 | US$43m | US$2m | US$39b |
Compensation vs Market: Satya's total compensation ($USD96.50M) is above average for companies of similar size in the US market ($USD14.79M).
Compensation vs Earnings: Satya's compensation has increased by more than 20% in the past year.
CEO
Satya Nadella (58 yo)
12.3yrs
Tenure
US$96,496,790
Compensation
Mr. Satya Nadella is Chief Executive Officer and Director of Microsoft Corporation since February 04, 2014 and has been its Chairman since June 2021. Before being named CEO in February 2014, he held leader...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 12.3yrs | US$96.50m | 0.012% $ 372.2m | |
| President & Vice Chairman | 10.7yrs | US$28.27m | 0.0053% $ 163.7m | |
| Executive VP & CFO | 13yrs | US$29.48m | 0.0068% $ 210.9m | |
| Executive VP & Chief Marketing Officer | 2.6yrs | US$11.88m | 0.00073% $ 22.5m | |
| Executive VP & CEO of Commercial Business | no data | US$28.20m | 0.00097% $ 29.9m | |
| Executive VP & COO | 1.7yrs | no data | no data | |
| Corporate VP & Chief Accounting Officer | 5.8yrs | no data | 0.00096% $ 29.6m | |
| CTO & Corporate VP of Worldwide Sales and Solutions | no data | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Corporate Vice President & Chief Legal Officer | less than a year | no data | no data | |
| Chief Communications Officer | 16.8yrs | no data | no data | |
| VP, Deputy General Counsel of Corporate | 8.9yrs | no data | no data |
8.9yrs
Average Tenure
53yo
Average Age
Experienced Management: MSFT's management team is seasoned and experienced (8.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 12.3yrs | US$96.50m | 0.012% $ 372.2m | |
| Member of Advertising Advisory Board | 5yrs | no data | no data | |
| Independent Director | 11.6yrs | US$367.50k | 0.00061% $ 18.8m | |
| Independent Director | 11.8yrs | US$397.50k | 0.0012% $ 36.4m | |
| Independent Director | 9.2yrs | US$367.50k | 0.00021% $ 6.5m | |
| Independent Director | 8.5yrs | US$392.50k | 0.00016% $ 4.9m | |
| Lead Independent Director | 10.4yrs | US$457.50k | 0.000070% $ 2.2m | |
| Independent Director | 2.4yrs | US$367.50k | 0.000020% $ 616.7k | |
| Independent Director | 8.7yrs | US$412.50k | 0.00011% $ 3.4m | |
| Independent Director | 2.4yrs | US$367.50k | no data | |
| Independent Director | 11.6yrs | US$397.50k | 0.000040% $ 1.2m | |
| Independent Director | 6.4yrs | US$367.50k | 0.00013% $ 4.0m |
8.9yrs
Average Tenure
60yo
Average Age
Experienced Board: MSFT's board of directors are considered experienced (8.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/11 12:23 |
| End of Day Share Price | 2026/05/08 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Microsoft Corporation is covered by 97 analysts. 53 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Harshit Gupta | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |