Microsoft (MSFT) / Bill Gates

[behappyalways]

Farewell, Internet Explorer
https://www.zerohedge.com/technology/fa ... t-explorer

[winston]

not vested

Microsoft Stock: When to Buy if the Selloff Continues?

by BRET KENWELL

PE 27 compared with Apple and Alphabet at 22 times and 20 times earnings.

Microsoft is forecast to generate 18.5% revenue growth this year and 14% growth next year, alongside 15% earnings growth in both 2022 and 2023.

Apple is forecast to generate single-digit earnings and revenue growth this year and next year, whereas Alphabet has solid revenue-growth (forecasts, 15% in 2022 and 2023, while earnings this year are expected to be flat.

Source: The Street

https://www.thestreet.com/investing/buy ... BContinues?

[winston]

not vested

A Key Microsoft Growth Plan Takes a Hit

by LUC OLINGA

British regulators said July 6 that they'd open an investigation into Microsoft's $68.7 billion takeover bid for videogame publisher Activision Blizzard

Source: The Street

https://www.thestreet.com/technology/mi ... %2Ba%2BHit

[winston]

not vested

Now’s an Ideal Time to Build a Position in Microsoft (MSFT) Stock

by Louis Navellier

You can imagine how bad things could get if we go from worrying about a recession, to actually entering one. Enterprise IT spending could take a serious hit, hurting demand for this company’s offerings across the board.

Potential for earnings for this fiscal year (ending June 2023) coming in $1 per share below current estimates.

Source: Investor Place Research

https://dailytradealert.com/2022/07/16/ ... sft-stock/

[winston]

not vested

Microsoft (MSFT)

Microsoft (NASDAQ:MSFT) has one of the largest cloud businesses in the entire industry. Coming in just behind Amazon (NASDAQ:AMZN) in terms of market share, this company — however obvious — should not be ignored. But it’s not just that Microsoft is one of the best cloud stocks out there. It’s that it’s one of the best stocks overall.

The company has a fortress for a balance sheet and despite its 30% peak-to-trough decline, it still sports a market cap of roughly $2 trillion. It has better operating and profit margins than the entire FAANG group too.

Perhaps the best part about Microsoft? It has growth. Analysts expect more than 18% revenue growth this year — in a supposed recession? — and 14% growth in 2023. In 2024 and 2025, analysts expect 13% to 14% growth in both years.

On the earnings front, expectations call for 15.5% growth this year and next year, followed by 16.9% growth in 2024 and 14.7% growth in 2025. Granted, these are just estimates, but these numbers are pretty impressive for such a big company.

Source: Daily Trade Alert

[winston]

not vested

Microsoft earnings hurt by slowing PC sales, stronger dollar

Hurt by a stronger dollar, slowing sales of PCs and lower advertisement spending.

4Q Revenue of US$51.87 billion compared with US$46.15 billion a year earlier: +13% yoy.

4Q Net income: US$16.74 billion, or US$2.23 per share from US$16.46 billion, or US$2.17 per share: +3% yoy

Source: Reuters

https://www.businesstimes.com.sg/compan ... ger-dollar

[winston]

not vested

Microsoft

The 32% that Microsoft’s shares have fallen since hitting a record high late last year looks like quite the discount for a high-margin company that continually delivers.

Windows remains the dominant global desktop OS and is therefore able to generate significant operating cash flow for the company.

Microsoft Azure, which is the No. 2 cloud-service provider behind AWS, has been consistently growing year-over-year constant-currency sales by close to 50%.

Cloud-driven growth from Azure, Dynamics 365, and Microsoft’s commercial Office segment, should help sustain double-digit sales growth, which is no small feat for a company slated to produce $221 billion in revenue for fiscal 2023.

Nearly $105 billion in cash, cash equivalents, and short-term investments on its balance sheet and brought in $89 billion in operating cash flow over the trailing year.

The proposed $68.7 billion all-cash buyout of gaming company Activision Blizzard is a perfect example of this.

Microsoft has a superb balance sheet and sustained double-digit sales growth. With a forward-year price-to-earnings ratio of less than 20, the company is a steal of a deal.

Source: Daily Trade Alert

[winston]

Microsoft Tops Profit Estimates Even as Strong Dollar Hurts Sales Growth

Sales top estimates, but 11% gain is weakest since fiscal 2018
Azure cloud services demand endures; Windows revenue slumps

Source: Bloomberg

https://www.bloomberg.com/news/articles ... mbergdaily

[winston]

not vested

Microsoft drops 6% after revealing weak guidance on its earnings call

by Jordan Novet

KEY POINTS

Microsoft surpassed expectations on the top and bottom lines, but cloud revenue was lower than expected, and the company’s quarterly guidance fell short of expectations as well.

Total revenue grew 11% year over year in the fiscal first quarter.

Net income fell by 14% to $17.56 billion.

Gross margin at 69.2%, trailed the StreetAccount consensus estimate of 69.8%.

Source: CNBC

https://www.cnbc.com/2022/10/25/microso ... idappshare

[winston]

not vested

Microsoft posted its weakest quarterly revenue growth in five years, throttled by the surging US dollar and a slump in sales of Windows software to personal computer makers.

Sales in the first quarter, which ended Sep 30, rose 11 per cent to US$50.1 billion, the software maker said on Tuesday (Oct 25) in a statement.

Net income was US$17.6 billion, or US$2.35 a share.

While both numbers topped analysts’ average estimates, revenue from Microsoft’s closely watched Azure cloud-computing services decelerated to 35 per cent - partly because of foreign-currency exchange rates.

Excluding the impact of the rising dollar, Azure sales rose 42 per cent, below some predictions.

Demand has held up for Azure services, which run and store businesses’ software applications, and web-based versions of Office productivity programmes, even as customers pare some other corporate spending while the global economy teeters on the brink of a recession.

Still, Microsoft gets almost half of its revenue overseas. The US dollar soared to new highs against a basket of foreign currencies last month, meaning Microsoft’s international sales were worth less when brought back home.

Revenue from sales of Windows software to PC makers swooned 15 per cent in the recent period. That mirrored the quarterly contraction in PC shipments reported this month by market research firm IDC, which cited “cooling demand and uneven supply”.

“The tone has definitely changed,” said Dan Morgan, a senior portfolio manager at Synovus Trust. “We’ve started to get a big change-up in software spending surveys - there’s a general consensus of ‘hey, you know, the economy is slowing down and we’re watching our expenses.”

Source: Phillips