Microsoft (MSFT) / Bill Gates

Re: Microsoft (MSFT) / Bill Gates

Postby winston » Fri Sep 29, 2017 10:37 am

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Microsoft Stock: Riding on Office 365 & Azure Cloud

By: Christian Tharp, CMT

About 90% of the Fortune 500 companies use at least one service of Microsoft Cloud. Office 365 suite has over 100 million active commercial users.

Microsoft stock has risen over 18% this year.


Microsoft Azure Cloud is also growing at a staggering rate of 90%, beating Amazon Web Services and Google Cloud.

Office 365 growth has been explosive over the years. In the most recent quarter, Office 365 grew by 43%.


Source: Tech Stock Sensei

http://techstocksensei.com/2017/09/micr ... ure-cloud/
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Fri Sep 29, 2017 10:45 am

This Is Not Your Father’s Microsoft (MSFT) Stock

A three-year transformation under Satya Nadella's guidance is not only complete, it's impressive

By James Brumley

The newest feature of Microsoft’s Azure cloud-computing management platform allows for a seamless, and lower cost, migration to its cloud servers than it would cost an organization to move its SQL databases over to Amazon Web Services (AWS).


The company isn’t stopping there on the artificial intelligence front, though. It’s also moving waist-deep into quantum computing.


Microsoft will also (finally) be integrating its LinkedIn property with its cloud-based Office 365 suite in a very intuitive way, bolstering the value of both.


Source: Investor Place

https://investorplace.com/2017/09/not-f ... c2ySmiCyM8
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Fri Oct 27, 2017 10:29 am

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Microsoft beats profit estimates on gains from cloud services

by Salvador Rodriguez

(Reuters) - Microsoft Corp (MSFT.O) reported better-than-expected quarterly profit on Thursday as demand for its cloud computing services for companies rose and its personal computer software business stabilized.

Shares of the world’s largest software company rose 3.1 percent to $81.20 in trading after the bell.

Microsoft’s focus on fast-growing cloud applications and platforms is helping it beat slowing demand for personal computers that has hurt sales of Windows - the software that powered the company to the top in the 1990s.

Under Chief Executive Satya Nadella, Microsoft’s cloud business - which includes products such as Office 365, Dynamic 365 and the flagship Azure computing platform - has emerged as a major source of growth.

Revenue from Microsoft’s intelligent cloud business rose nearly 14 percent to $6.92 billion in Microsoft’s fiscal first quarter, ended Sept. 30. Analysts on average had expected $6.70 billion, according to financial data and analytics firm FactSet.

Revenue from Azure, which competes with Amazon.com Inc’s (AMZN.O) Amazon Web Services and offerings from Alphabet Inc’s (GOOGL.O) Google, IBM (IBM.N) and Oracle Corp (ORCL.N), grew 90 percent compared to a 97 percent growth rate in the preceding quarter.

Azure’s strong performance helped lift the gross margin at Microsoft’s cloud business to 57 percent, said Stephanie Rodriguez, director of investor relations for Microsoft.

Microsoft said its commercial cloud annualized revenue run rate reached $20.4 billion in the quarter. In 2015, Nadella set a target of $20 billion in cloud revenue by 2018.

In a call with analysts after earnings, Nadella said retailer Costco Wholesale Corp (COST.O) recently chose Azure its hybrid cloud platform.

Revenue from Microsoft’s personal computing division, its largest by revenue, fell 0.2 percent to $9.38 billion but handily beat analysts’ estimate of $8.81 billion.

The unit includes Windows software, Xbox gaming consoles, online search advertising and Surface personal computers.

After two straight quarters of declining Surface revenue, Microsoft notched a 12 percent year-over-year increase in revenue for its tablets and laptops in the latest quarter, helped by the release of a new Surface in May.

Microsoft also benefited from a 13 percent year-over-year increase in revenue from Dynamics, its enterprise and sales software business which competes with Salesforce.com Inc (CRM.N).

The technology company, based in Redmond, Washington, reported net income of $6.58 billion, or 84 cents per share, up from $5.67 billion, or 72 cents per share, a year earlier. (bit.ly/2lkGlyz)

Revenue rose 12 percent to $24.54 billion.

Microsoft's shares had risen nearly 27 percent this year through Thursday, eclipsing the 14.4 percent gain in the broader S&P 500 .SPX.

Source: Reuters

http://www.reuters.com/article/us-micro ... r%20Update
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Fri Oct 27, 2017 11:51 am

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Microsoft Stock: A Strong Buy Due to Azure Cloud

By: Christian Tharp, CMT

The company’s Azure Cloud platform is the strongest and most important catalyst for Microsoft stock. In the last quarter, Azure revenue surged 94% year over year.

According to a report by Synergy Research, Microsoft is the second biggest Cloud player in the world. However, Synergy notes that Microsoft is the market leader in SaaS Cloud market.

In the second quarter, SaaS market increased by 31% to reach $15 billion value.

Microsoft is expecting its Intelligent Cloud revenues to come in between $6.9 billion – $7.1 billion in the fiscal first quarter, while the Street is expecting the revenue to come in at $6.78 billion.


Source: Tech Stock Sensei

http://techstocksensei.com/2017/10/micr ... ure-cloud/
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Fri Oct 27, 2017 8:06 pm

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ANOTHER 'DIGITAL UTITLITY' PROVES A RELIABLE WINNER

Today, we highlight a software company that's crucial to how we live and work...

Regular readers know we're bullish on utility companies – but some established technology companies can play a similar role. Our colleague Dave Eifrig calls them "digital utilities."

Just like you can't turn the lights on without your electric company, you can hardly use a computer without these companies' products. And because these businesses are less regulated than traditional utilities, they can grow their profits much faster.

Software behemoth Microsoft (MSFT) is a perfect example. With its popular Windows operating system and Microsoft Office suite of productivity tools, this company dominates our tech-driven daily lives.

More than 500 million devices run its latest Windows 10 software today... And more than 100 million people use its subscription-based Office 365 each month. It's no surprise that Microsoft brought in $85.3 billion in revenue last year.

As you can see in the chart below, the stock is up more than 30% in the past year. Shares have hit record highs in recent sessions. Keep your eye on digital-utility stocks like this – they can make reliable winners...

Source: Daily Wealth
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Thu Nov 09, 2017 10:33 am

Microsoft Stock: These 4 Factors Make it a Strong Buy

By: Christian Tharp, CMT

Microsoft’s revenue in this period was $1 billion more than Wall Street forecasts.

Office commercial revenue jumped 10%, thanks to 42% increase in Office 365 commercial revenue.

Microsoft Azure grew by 90%, compared to AWS, which grew by just 47%.

Microsoft’s Dynamics 365 has finally started to grow as well. Dynamics grew by 69% in the fiscal first quarter.


Source: Tech Stock Sensei

http://techstocksensei.com/2017/11/micr ... -linkedin/
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Fri Dec 15, 2017 3:53 pm

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Microsoft Stock: Growing Beyond All Expectations

By: Christian Tharp, CMT

Microsoft stock is in the news today after investment firm Evercore ISI predicted in a report that the Redmond company could reach $1 trillion market cap by 2020.

The firm also increased its price target for Microsoft stock to $106 from $93. Evercore is extremely bullish on Microsoft’s Office business.

The firm said in its report that Microsoft is expanding its software market swiftly by offering easy-to-use productivity apps and software for general users.

In September, Microsoft announced Office 365 F1, a suite of apps for frontline workers who don’t usually use software and apps. Evercore’s analysts also expect Microsoft’s Office 365 commercial business to generate $26.86 billion in revenue in fiscal 2021.

The report says that Microsoft Office will win “incremental share” in the coming years due to its higher penetration and productivity. Evercore expects that Microsoft Office 365 revenue will touch $5.18 billion.

Microsoft stock’s overall position is looking spectacular. Shares have gained about 37% since the start of this year. Revenue in the first quarter of 2018 jumped by 12% and crushed analysts’ forecast by a whopping $1 billion.

Microsoft is also catching up with competitors like Amazon and Google in the smart home and virtual assistance market. Recently, car and home automation company Harman Kardon launched a new smart home speaker called Invoke. The speaker is powered by Microsoft’s smart assistant Cortana.

According to an estimate, the smart home market’s total worth is expected to reach $137 billion by 2023. Microsoft cannot reach the level of penetration enjoyed by Amazon Echo and Google Home, but small contracts with major companies will help the company add a new, sustainable revenue stream.

Microsoft is already giving a tough competition to Amazon in the Cloud industry. In the most recent quarter, Microsoft cloud ARR (annualized run rate) exceeded $20 billion.

Cloud revenue of Microsoft is increasing at a healthy pace. Microsoft is increasing its investments in its Azure Cloud domain.

Investment firm UBS analyst Jennifer Swanson Lowe recently said in a report that cloud-computing services division of Microsoft will add about $57 billion in revenue over the next five years. In the fiscal first quarter of 2018, Microsoft commercial cloud revenue increased by $5 billion, a 56% year-over-year jump.

The Cloud growth is also giving a boost to the company’s margins. Margins in the first quarter increased by 8 percentage points, to 57%. Microsoft now has 11% of the public cloud computing market.

Source: Tech Stock Sensei

http://techstocksensei.com/2017/12/micr ... ue-office/
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Fri Dec 15, 2017 4:22 pm

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Strong Buy Stocks: Microsoft (MSFT)

Is MSFT Stock Heading for a Trillion-Dollar Market Cap?

Microsoft Corporation (NASDAQ:MSFT), the world’s largest software company, is set for a very strong 2018.

The stock has 100% Street support with 16 consecutive buy ratings in the last three months. These top analysts are anticipating just over 13% upside potential for the next 12 months.

Top Evercore analyst Kirk Materne says he sees a “visible path” to Microsoft reaching a market capitalization of $1 trillion, or $128 per share, by 2020, if not sooner.

Azure, Microsoft’s fast-growing cloud platform, and Office 365 can power this growth according to Materne.

He believes Azure and Office 365 could hit $49 billion in revenue by fiscal 2021. Materne currently has a $106 price target on MSFT (25% upside).

Similarly Bernstein analyst Mark Moerdler’s semi-annual CIO survey shows that Microsoft Azure continues to gain mindshare and momentum.

Indeed, he even suggests that Azure’s customer count could beat Amazon.com, Inc. (NASDAQ:AMZN) Web Services among enterprise users.

Source: Investor Place
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Wed Dec 27, 2017 2:29 pm

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Microsoft (MSFT)

by Michael Farr

Microsoft is one of the largest technology companies in the world. It has successfully pivoted from a Windows PC-first world to the cloud where its focus on productivity and business processes is paying dividends.

As part of this change in focus, the company has moved from one-time licensing fees (the customer owns the software) to subscription-based sales which, for a monthly fee, allows customers to always have the latest version of the software. This transition negatively impacted revenues and cash flow over the last couple of years.

However, cash flows reached an inflection point in 2017, and the subscription base is now large enough to more than make up for the lost up-front cash generated under the one-time licensing model.

We believe the company can grow free cash flow by double digits over the next few years which should support its valuation.

The stock trades at 24 times the calendar year 2018 earnings per share estimate with a free cash flow yield north of 5 percent.

Source: CNBC
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Re: Microsoft (MSFT) / Bill Gates

Postby winston » Fri Jan 05, 2018 11:21 am

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Microsoft Stock: Still a Great Buy in 2018

By: Christian Tharp, CMT

Almost every business segment of Microsoft is growing.


Source: Tech Stock Sensei

http://techstocksensei.com/2018/01/micr ... ure-cloud/
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