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
Discord ended deal talks. But I donāt know why Microsoft wanted a loss making chat program when they already have a money making one in Teams.
I know it shouldnāt but I wonder if the Gatesā divorce announcement will have an impact?
I doubt it. Gates hasnāt been involved in the company for over a decade and now only owns about 1% of MSFT shares.
I been Watching this stock for a while. It keeps rising. Who thinks itāll end up like a Amazon stock. In the thousands
Itās already bigger than Amazon by Market Cap
To get to $3k a share its pretty much got to 10x from here so youd be looking at a 20Trillion dollar market cap valuation at that point so Iād say youād be waiting a while. Itās already had many share splits over the years hence why itās not already in the multiple 1000s a share.
Ok, thks. Iām just trying to pick up on a few things. U just help me learn more about market cap