Latest Articles
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Breaking Down The Reasons For Microsoft’s 3x Price Jump Since Late 2015
Microsoft’s (NASDAQ:MSFT) stock has gone up by 231% over the last five years, driven by growth in the company’s Intelligent Cloud business and rapidly expanding net margin. Trefis captures Why Microsoft’s stock has jumped 3x ...
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Microsoft’s Q4 Results Announcement Will Primarily Revolve Around Azure
Microsoft (NASDAQ:MSFT) reports its fiscal Q4 results on Jul 18. The company had beat consensus estimates on the back of broad-based strength led by Azure in Q3. Going into Q4, we will be looking to hear on: Cloud trends: In particular, how ha...
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Microsoft Q3: Azure Drives Earnings Beat
Microsoft (NASDAQ:MSFT) reported its fiscal Q3 on April 24. The company beat consensus estimates on the back of broad-based strength and led by Azure. While the company’s overall revenues grew to $30.6 billion (+14% y-o-y), Azure grew 73%....
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What To Expect From Microsoft’s Q3 Earnings
Microsoft (NASDAQ:MSFT) is scheduled to report its Q3 earnings on April 24. The company’s Q2 witnessed strong revenue growth (+12% y-o-y). However, investors were concerned about potential signs of a slowdown in Microsoft’s Azure business. In ad...
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How Much Will Microsoft’s Intelligent Cloud Revenues Grow In The Next 3 Years?
Microsoft ‘s (NASDAQ:MSFT) Intelligent Cloud division houses the company’s public, private, and hybrid server products and cloud services; Azure is Microsoft’s rapidly growing cloud services offering. In order to promote growth in Azu...
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Which Segments Will Drive Microsoft’s Revenue Growth Through 2020?
Microsoft’s (NASDAQ:MSFT) increasingly accommodating stance towards open source to drive growth in its cloud business has opened up several opportunities for the company. While we expect the Intelligent Cloud and More Personal Computing se...
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Can Microsoft Sustain Its Growth Momentum Post-Q2?
Microsoft (NASDAQ:MSFT) reported its fiscal Q2 earnings on January 30. The company delivered another quarter of strong growth, with total revenues of $32.5 billion (+12% y-o-y). Microsoft’s assessment of growth momentum in the business remains s...
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What To Expect From Microsoft’s Q2 Earnings
Microsoft (NASDAQ:MSFT) reports its Q2 earnings on January 30. The company seems to be firing on all cylinders at the moment, and the stock has increased by nearly 15% over the past week. We will be listening for management commentary on how the...
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Could Microsoft Acquire Adobe, And For How Much?
Over the years, speculation about a potential merger between Adobe and Microsoft has continued to surface. Given the growth that Adobe continues to experience, any buyout offer at this point would likely have to come in at a significant premium t...
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Is GitHub Really Worth $7.5 Billion?
Microsoft recently completed the acquisition of GitHub – a popular platform for software developers to collaborate and share code – valuing it at $7.5 billion . GitHub provides services such as project spaces, forums and code librarie...
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What To Expect From Microsoft Through Fiscal 2019 After A Strong Start To The Year
Microsoft (NASDAQ:MSFT) announced its Q1 fiscal 2019 earnings on October 24, reporting a 19% increase in net revenues to $29 billion. The company reported strong revenue growth across segments in the September quarter. While growth in Productivi...
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What To Expect From Microsoft’s First Quarter Earnings After A Strong End To Fiscal 2018
Microsoft (NASDAQ:MSFT) is scheduled to announce its Q1 fiscal 2019 earnings on Wednesday, October 24. The company reported a 14% increase in net revenues to over $110 billion for the fiscal year ended June. Microsoft reported 19% revenue growth...
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How Much Will ‘More Personal Computing’ Business Contribute To Microsoft’s Top Line Growth?
Microsoft (NASDAQ:MSFT) reported strong growth in revenues in fiscal 2017 and 2018 after a slowdown in revenue growth through FY 2016. The company sustained revenue growth in its Productivity & Business Processes (+20%) as well as Intelligen...
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Why Microsoft’s Stock Is Worth $102: An Interactive Breakdown
Microsoft (NASDAQ:MSFT) recently reported its Q4 and full year results for fiscal year 2018 last month. The company has reported sustained revenue growth in recent years, with a nearly 10% increase on an annual basis. Microsoft’s net reven...
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What To Expect From Microsoft’s 2019 After A Strong End To Fiscal 2018
Microsoft (NASDAQ:MSFT) announced its Q4 fiscal 2018 earnings on July 19, reporting a 17% increase in net revenues to $30.1 billion. The company has reported strong revenue growth from non-computing revenue streams over the last couple of years....
