I like it, really surprised Microsoft is tanking. Itās arguably one of the strongest companies with huuuuge moat.
Well, then itās useless. Thereās no real reason to buy an Xbox since PS has all the good exclusives.
Microsoft is going down because everything is going down today. itās down less than the s&p 500 as a whole
It looks like thereās no way Microsoft can buy TikTok.
Yuno I hope Freetrade update the Microsoft Icon to have White Background - I never like Brown Colour Background it has on the Logo
Did some quick analysis on the earnings from yesterday and they really are stellar. Slides can be found here:https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/SlidesFY21Q1.pptx?version=745c4648-a7a7-5640-a515-8195e7b5b6b6
Highlights include:
- Revenue up 12% with āIntelligent cloudā up 20%
- Gross margin had small 2bps improvement
- Net Margin had a stellar 4bps improvement
- Net Income rose 30% to 13.9B
- EPS rose 32% to $1.82 (Dividend of 0.56 for comparison)
- Commercial cloud gross margin continues to see QoQ improvement
- $9.5B returned to shareholders - an increase 21% YoY
- Cash flow increase 40% YoY to over $14.B, with Free Cash Flow growing at 3%
- Windows Revenue continues to see slow & steady revenue decline. However there is still continued growth on the consumer side of this business
- Gaming revenue up 22%
- Search Advertising revenue saw a (shock!?) decline of 10% (interesting to compare this with Google)
Overall some excellent results. Iāll be doubling down
Looks like Microsoft is going for a partnership with Cruise. They seem to be going to great lengths to acquire big cloud customers recently - I guess they really need to sustain big growth in Azure.
The $30bn valuation is interesting, it puts them very close to Waymo which suggests the two leaders in autonomous driving are neck and neck.
The future is cloud for Microsoft, at least in the services business. everyhting enterprise for Microsoft now has a cloud option, and in many cases a compelling USP over the maintain it yourself options.
One click deployments of end devices via autopilot is simply luxury. Theyāre also looking to greatly improve their security and SIEM options. Itās not surprising their pushing their general purpose and compute cloud options.
I like it
This will be interesting. However what percentage of revenue is hardware vs service.
Most hardware sales fall into the Personal Computing segment, although this segment includes a lot of things. Ignoring that and looking at it overall the three segments are very close in terms revenue
And to focus on Surface, sales have been increasing and in Q1 2021 revenue was $1,553 million.
Today I learnt something ! Thank you! Iām pro Microsoft! I hope the processor attack is a success! Itās going to be difficult! But if anyone can do it Microsoft can with its work force and resources
Today is the announcement of Microsoftās earningsā¦and therefore the announcement of the amount of dividends paid.
Blowaway quarter form Microsoft againā¦wasnāt really anything to be negative about. Notable that recent share buybacks have made a noticeable impact on EPS
Full presentation for anybody who is interested.
MSFT Q2 2021 Presentation.pdf (2.1 MB)
Microsoft forecasts AR/VR market size: $6.1 billion in 2020, $34.3 billion in 2025.
Thatās nothing though, split it between Valve, FB, Google and Microsoft and itās not even 5% of their price
It would be a gangster move for Microsoft to acquire Discord and move into PC game distribution and compete with Steam.
And more generally speaking Iād love for them to stop doing buybacks and instead focus on these kind of acquisitions (Github was another great one). They should of bought Zoom & Slack a few years ago