Latest Articles
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What To Expect From Microsoft’s Fourth Quarter Earnings
Microsoft (NASDAQ:MSFT) is scheduled to report its Q4 fiscal 2018 earnings on Thursday, July 19. The company has reported strong revenue growth from non-computing revenue streams in recent years. This trend has continued through the first three ...
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How Much Will Productivity & Business Processes Contribute To Microsoft’s Top Line Growth?
Microsoft (NASDAQ:MSFT) reported strong growth in revenues in fiscal 2017 after a slowdown in revenue growth through FY 2016. The current fiscal year has been even more fruitful for the tech giant, with revenue gains across key segments. Microso...
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Can Competition Derail WeWork’s Growth?
WeWork is undisputedly the fastest growing company in the co-working industry. This start-up which was valued at $20 billion at its most recent round of funding by Softbank (2017) doubled its members between 2016-2017 and is expecting another 100...
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Here’s How The “Future Of Work” Can Drive Revenues For WeWork
WeWork, the fastest growing co-working space provider was valued at $20 billion in its latest funding round by Softbank. This valuation commands a Price/Sales multiple of 8.5 with WeWork’s projected revenues of $2.3 billion in 2018. While this r...
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Can WeWork Sustain Its High Growth – The Key To Its Lofty Valuation?
The collaborative workspace industry is witnessing exponential growth. As enterprises look for efficient workspace solutions which are managed externally, and startups and freelancers explore better infrastructure to work in, the co-working indus...
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Breaking Down Slack’s Valuation: An Interactive Analysis
Slack recently reported its latest performance figures, with the technology company hitting 3 million paying customers for its services out of a reported aggregate base of 8 million total customers. This is a major improvement from September last...
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What To Expect From Microsoft’s 2018 After Another Solid Quarter?
Microsoft (NASDAQ:MSFT) announced its Q3 fiscal 2018 earnings on April 26, reporting a 16% increase in net revenues to $26.8 billion. The company has reported strong revenue growth from non-computing revenue streams over the last couple of years...
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Microsoft Earnings Preview: Sustained Growth Expected From Non-Computing Segments
Microsoft (NASDAQ:MSFT) is scheduled to report its Q3 fiscal 2018 earnings on April 26. The company has reported strong revenue growth from non-computing revenue streams over the last couple of years. This trend has continued in fiscal 2018 thus...
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How Sensitive Is Microsoft’s Stock To Changes In Its Operating Margins?
Microsoft (NASDAQ:MSFT) reported strong revenue growth from non computing revenue streams through fiscal 2017. This trend has continued in fiscal 2018 thus far, with 12% net revenue growth through the first six months of the fiscal year to $53.5...
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A Closer Look At Our $89 Price Estimate For Microsoft
Our valuation methodology suggests that Microsoft (NASDAQ:MSFT) stock is worth $89, which is about in line with the current market price. Our price estimate is based on a P/E multiple of around 27, slightly higher than the levels at which the s...
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Microsoft Can Unlock Value By Acquiring Dropbox If It Pays Less Than $17 Billion
Dropbox recently filed for an IPO with the intent to raise $500 million over the coming months. However, it’s possible that the company will get acquired before it actually goes public, as it is a strong acquisition candidate for any compan...
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Cloud Services Continue To Boost Microsoft’s Revenues
Microsoft (NASDAQ:MSFT) announced its earnings for its fiscal Q2 on January 31. The company posted 12% year-over-year growth in revenues to $28.9 billion. However, its provisions for income tax related to the tax cut and job act (TCJA) impacted ...
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Microsoft Earnings Preview: Cloud Services Set To Boost Revenues In Q2
Microsoft (NASDAQ:MSFT) is set to announce its Q2 2018 earnings on Wednesday, January 31. The company continues to develop an ecosystem of cross-device applications and value-added services around its hardware and software. This has resulted in ...
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Microsoft’s Path To A $1 Trillion Market Cap
Microsoft’s (NASDAQ:MSFT) stock recently hit an all-time high, and its market capitalization reached over $700 billion. Some analysts on Wall Street have recently predicted that the company’s market cap could reach $1 trillion in the coming...
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Revising Our Price Estimate For Microsoft To $87
Microsoft (NASDAQ: MSFT) reported excellent growth in revenues in 2017. Based on the company’s performance in 2017 and its outlook for the next few years, we have revised our price estimate for Microsoft’s stock from $66 to $87, which is ab...