Just remember that Azure (MSFT Cloud) is the future for many years to come. MST is gaining on AMZN & outpacing all competitors in growth. Up 97% in the recent ER. Nobody else had this much growth. Margins on Cloud are better than any other segment.
What a stupendously disappointing reaction to the stalwart earnings report.
Strong earnings, buying!
Multiple analysts say buy the dip if MSFT does not resume its uptrend. Do not be fooled, conservative guidance is MSFT's trademark and they always beat. DJ
Chris Lau - Monday, July 24, 2017
Microsoft’s (MSFT) Cloud Business an Eye Opener
Microsoft (NASDAQ: MSFT) earned multiple upgrades after reporting fourth-quarter results. The company reported strong revenue from the usual units but the unusually bright spot was its cloud business. Cowen set an $80 price target (“PT”) on the stock. Stifel’s PT is also $80, up by $7.00. Gross margin is the primary reason for the bullishness. As commercial cloud sales grow, profitability will improve towards the latter half of the year.
Azure is Microsoft’s bright spot. Revenue grew an impressive 97%. Conversely, revenue from the personal computing unit fell 2%, while Enterprise Services revenue dropped 3% on a drop in customer agreements. Unsurprisingly, Office sales to the consumer grew 13%.
Investors should watch the cloud unit closely. Hype for Cloud is at its peak: customers may not simply convert their operations to a cloud-only environment. Legacy applications and established networking infrastructure only serves to delay the move to cloud. Yet Microsoft’s familiarity with customers running software in-house will give it an edge. This will result in Azure revenues growing at a pace faster than competitors in the quarters ahead.
Will see 74 again Buy opportunity when it dips
Google getting taken to the wood shed by Microsoft Azure
MSFT could finish green today.......This pullback was overdone.
NASDAQ:MSFT) is serious about both augmented reality (AR) and artificial intelligence (AI). The company just posted that its HoloLens 2 will be equipped with a custom designed AI chip that will put artificial intelligence directly on the AR headset instead of requiring a server connection. This move shows a serious determination to grab a chunk of the growing AR market, and bolsters its aim to be the leader in AI cloud computing — two things that could quickly provide more growth to MSFT stock.
The Next Driver of Microsoft Corporation (MSFT) Stock: AI? Source: Microsoft
In a blog post over the weekend, MSFT announced that it is designing its own custom AI chip for the HoloLens 2 AR headset. This AI co-processor will provide low-latency performance gains, while also reducing battery drain.
By custom-designing its own AI chip, Microsoft can significantly improve the AR experience on the HoloLens, while offering some real advantages to potential buyers. The big one is that with the AI chip onboard, the HoloLens 2 will offer advanced processing power without requiring a cloud (internet) connection. That cuts reaction time, eliminates bandwidth use and reduces battery use.
Another advantage of an onboard AI chip — and one that commercial AR customers in particular will take note of — is that all the data stays local instead of being uploaded. That’s a security win.
In addition to making the HoloLens 2 an even more compelling AR headset, designing its own custom AI chip has a benefit for Microsoft’s growing cloud computing business. That chip expertise is applicable to the rapidly increasing demand for AI cloud computing.
whooz yor daddy
Great quarter but guidance was a tad disappointing. Good move by CEO however to under promise then over deliver. I expect a bounce upward
People will learn soon what Microsoft is worth.
Should hit $80 by the end of the year, good earning and revenue growth. Will keep the long position and add more if pull back under $70
This one makes me scratch my head...MSFT absolutely CRUSHES earnings and it sells off. Seems like the smart money is being kind of dumb today...
Can someone explain to me why msft isn't at 80 right now?
Microsoft Corporation (MSFT) Stock Rating Reaffirmed by Deutsche ...
22 hours ago - Microsoft Corporation (NASDAQ:MSFT)'s stock had its “buy” rating reaffirmed by analysts at Deutsche Bank AG in a note issued to investors on Friday.
Microsoft Corporation (MSFT) Stock Rating Reaffirmed by Deutsche Bank AG
Microsoft Corporation (NASDAQ:MSFT)‘s stock had its “buy” rating reaffirmed by analysts at Deutsche Bank AG in a note issued to investors on Friday. They currently have a $85.00 target price on the software giant’s stock, up from their prior target p
Heavy manipulation around options. How else to explain stock going down on great numbers.
NFLX pop 20 pts and MSFT down, REALLY? Who is the real company here? What a load of S**T. . so annoying, may bounce back when the market reverses later today .