151790693
voted
I have fond memories when I first started analyzing $Microsoft (MSFT.US)$ and buying into the company.
Back then, its 3 business segments - Productivity and Business Processes, Intelligent Cloud, and More Personal Computing were all 3 strong pillars, each contributing 33% of Microsoft's total revenue.
Fast forward to today, one of the pillars became the dominant revenue and growth driver.
Here are 2 major points I like most about Microsoft's stellar...
Back then, its 3 business segments - Productivity and Business Processes, Intelligent Cloud, and More Personal Computing were all 3 strong pillars, each contributing 33% of Microsoft's total revenue.
Fast forward to today, one of the pillars became the dominant revenue and growth driver.
Here are 2 major points I like most about Microsoft's stellar...
3
1
151790693
reacted to and commented on
The core point of view
In the face of macro headwinds, Microsoft relied on the recovery of Azure demand and the gradual introduction of AI products, and its performance this quarter still exceeded market expectations. At the same time, the company's follow-up guidance on Azure and AI also dispelled market concerns about the company's short-term fundamentals...
In the face of macro headwinds, Microsoft relied on the recovery of Azure demand and the gradual introduction of AI products, and its performance this quarter still exceeded market expectations. At the same time, the company's follow-up guidance on Azure and AI also dispelled market concerns about the company's short-term fundamentals...
1
1
151790693
commented on and voted
Microsoft (MSFT): 11% upside!![]()
CFRA recently raised its price target for $Microsoft (MSFT.US)$ to $330, which would still leave 11% upside at the current share price of $295.37.
The agency believes that MSFT reported EPS of $2.45 for the third quarter ended March 31, above its consensus of $2.22. Revenue growth of 7% (10% ex-exchange) was higher than its forecast of 3%, supported by commerc...
CFRA recently raised its price target for $Microsoft (MSFT.US)$ to $330, which would still leave 11% upside at the current share price of $295.37.
The agency believes that MSFT reported EPS of $2.45 for the third quarter ended March 31, above its consensus of $2.22. Revenue growth of 7% (10% ex-exchange) was higher than its forecast of 3%, supported by commerc...
![[Analyst Ratings] Microsoft gets higher target price；A new rating indicates a 42% increase for another company!](https://ussnsimg.moomoo.com/77777888/editor_image/725d5a90a5f13fc882388c3cdefba34e.png/thumb)
![[Analyst Ratings] Microsoft gets higher target price；A new rating indicates a 42% increase for another company!](https://ussnsimg.moomoo.com/77777888/editor_image/923f80e39c993d2c8db8af508c0ee94f.png/thumb)
![[Analyst Ratings] Microsoft gets higher target price；A new rating indicates a 42% increase for another company!](https://ussnsimg.moomoo.com/77777888/editor_image/d304a57770b037348df9e37e98efe1cd.png/thumb)
+2
27
6
1
151790693
voted
It seems like the worst is over for $Meta Platforms (META.US)$.
Just a few quarters back, many were spelling the end of Meta with its lost crusade against other social media platforms like TikTok and its quest for the metaverse.
Though there are bright spots in the latest quarter results, there too are some points to take note of.
1. YoY revenue growth, but QoQ still lower
Although revenue grew YoY from Q1'22 to Q1'23, QoQ wise it is still a drop.
I k...
Just a few quarters back, many were spelling the end of Meta with its lost crusade against other social media platforms like TikTok and its quest for the metaverse.
Though there are bright spots in the latest quarter results, there too are some points to take note of.
1. YoY revenue growth, but QoQ still lower
Although revenue grew YoY from Q1'22 to Q1'23, QoQ wise it is still a drop.
I k...
+1
6
1
1
151790693
voted
$Amazon (AMZN.US)$ Q1 FY23:
• Revenue +9% Y/Y to $127.4B ($2.9B beat).
• Operating margin 4% (+1pp Y/Y).
• FCF ($3.3B) TTM.
• EPS $0.31 ($0.11 beat).
AWS:
• Revenue +16% Y/Y to $21.4B.
• Operating margin 24% (-11pp Y/Y).
Q2 FY23 Guidance:
• Revenue ~$130B (in-line).
By business, North America contributed revenue of $76.9 billion in the first quarter, an 11% year-over-year growth rate, high...
• Revenue +9% Y/Y to $127.4B ($2.9B beat).
• Operating margin 4% (+1pp Y/Y).
• FCF ($3.3B) TTM.
• EPS $0.31 ($0.11 beat).
AWS:
• Revenue +16% Y/Y to $21.4B.
• Operating margin 24% (-11pp Y/Y).
Q2 FY23 Guidance:
• Revenue ~$130B (in-line).
By business, North America contributed revenue of $76.9 billion in the first quarter, an 11% year-over-year growth rate, high...
+1
8
2
151790693
liked
Microsoft 300 -> 310-> 320 soon!
2
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)