$Microsoft (MSFT.US)$ Clearly the best in mega-cap tech righ...
$Microsoft (MSFT.US)$ Clearly the best in mega-cap tech right now, Satya killing it. Rev +7.1% (+10% cc) beat by $2bn.Azure +31% cc (solid +27% guide), Commercial acceleration, with O365 +18%. EBIT +10% (15% cc) but FCF bit weak. Guide solid! 29x NTM P/E for 15-18% EPS growth next few yrs.
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