What’s going on? The US House just passed the bill that would force ByteDance to ban or sell Tiktok’s US arm. What does this mean? Why should I care? The bigger picture: We’ll see how China reacts Zooming out: Someone is chuckling Content source: Finimize (2024) Tik Tok Boom. Available at: https://finimize.com/content/tik-tok-boom [Accessed on Mar 16, 2024]
Tag: microsoft
Ep 152: SoftBank’s sad quarter and the Chinese startup investment landscape
What’s going on? SoftBank (Japanese tech conglomerate) updated disappointing quarterly results, which was 40% lower yoy. What does this mean? This shrink is partially due to the large stakes of Chinese companies that Softbank owns. The Chinese government has taken severe measures against local firms with US-listed shares E.g: Didi’s share price have decreased by the same amount…
Ep 120: Game Over
What’s going on? Amazon announced its foray into the video game streaming industry. What does this mean? Amazon unveiled Luna, a service that’ll let gamers play famous titles without the need for a console or physical games, which will cost $5.99/month, which undercuts Google’s rival streaming games service, Stadia. While Stadia could help Google grow YouTube into a massive…
Journal Report 21: 3 ways COVID-19 impacted Microsoft’s latest earnings
Introduction Despite the coronavirus, Microsoft managed to make its overall revenue in the latest quarter jumped 15% YoY to $35 billion. But Microsoft wasn’t totally immune from financial troubles related to Covid-19. Here’s three ways the pandemic did impact the business. Bing and LinkedIn took a hit Microsoft experienced a “significant reduction” in ad spending, which affected…
Ep 112: Working It From Home
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…
Journal Report 11: The Best Acquisitions of All Time
Methodology The list is ranked by the estimate of the absolute dollar return to the acquirer. Acquisitions must be at least a majority stake in the target company. Revenue multiples are used to estimate the current value of the acquired company, equal its current estimated revenue x the market cap-to-revenue multiple of the parent company’s…
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…
Ep 61: Microsoft? Word
What’s Going On Here? Microsoft, the world’s biggest public company, got even bigger when investors double-clicked its stock after it announced a higher-than-expected dividend and fresh round of share buybacks. What Does This Mean? Even if you don’t own Microsoft shares directly, its sheer size – 4% of the US stock market – gives it a lot of sway over…
Ep 48: Massivesoft
What’s Going On Here? Tech titan Microsoft booted up better-than-expected quarterly results, helping its stock rise… What Does This Mean? Microsoft’s total profit was much higher than investors had forecast. The company’s fast-growing cloud computing segment continued its ascent, with sales eclipsing investors’ predictions. A decision from a federal judge stands to improve its prospects further: rival…
