Microsoft Corporation (MSFT) 🖥🖱 - Share Chat

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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.

https://www.ft.com/content/81793b42-28be-424d-a51c-006677fb2809

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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. They’re also looking to greatly improve their security and SIEM options. It’s not surprising their pushing their general purpose and compute cloud options.

I like it

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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! I’m pro Microsoft! I hope the processor attack is a success! It’s going to be difficult! But if anyone can do it Microsoft can with its work force and resources

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Today is the announcement of Microsoft’s earnings…and therefore the announcement of the amount of dividends paid.

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Blowaway quarter form Microsoft again…wasn’t 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)

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Microsoft forecasts AR/VR market size: $6.1 billion in 2020, $34.3 billion in 2025.

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That’s nothing though, split it between Valve, FB, Google and Microsoft and it’s not even 5% of their price

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https://www.bloomberg.com/news/articles/2021-03-23/microsoft-said-to-be-in-talks-to-buy-discord-for-more-than-10b

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Microsoft Announces Significant Investments to Further Canadian Innovation and Growth

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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 I’d 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 don’t know why Microsoft wanted a loss making chat program when they already have a money making one in Teams.

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I know it shouldn’t but I wonder if the Gates’ divorce announcement will have an impact?

I doubt it. Gates hasn’t 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 it’ll end up like a Amazon stock. In the thousands

It’s already bigger than Amazon by Market Cap

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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 I’d say you’d be waiting a while. It’s already had many share splits over the years hence why it’s not already in the multiple 1000s a share.

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Ok, thks. I’m just trying to pick up on a few things. U just help me learn more about market cap