What’s Going On Here? Microsoft’s reported higher-than-expected quarterly revenue and profit. What Does This Mean? Back in February, Microsoft warned investors its personal computing division (Windows, Surface laptops, and Xbox consoles, …) – would miss sales targets after Chinese factories shut down in response to coronavirus. But Microsoft’s cloud computing business grew revenue by a better-than-expected…
Tag: cloud computing
Journal Report 1: Microsoft Vs. Amazon: Valuing The Cloud
Summary Amazon and Microsoft lead the very lucrative cloud market, which generates substantial cash flows for investors. While they’re both titans of the cloud industry, one offers a more compelling value proposition. A winner is finally chosen based on both qualitative and quantitative factors. Introduction The largest cloud stocks with the strongest, most predictable cash…
Ep 70: OK Computer
What’s Going On Here? “Just” $40 billion separates the values of Apple and Microsoft – the world’s largest and second-largest public companies. So here’s hoping Microsoft’s better-than-expected quarterly update will help it become fitter, happier, and more productive… What Does This Mean? Microsoft’s revenue and profit was higher than forecast, and the sky was the limit for the company’s…
with HT 