Read on Twitter
1/ Let's talk about $MSFT since it just reported earnings and it looks like it's up nicely in AH trading.
Such a great company, let's look at the results and I'll share a few thoughts.
Such a great company, let's look at the results and I'll share a few thoughts.
2/ $MSFT is a company firing on all cylinders. All three segments grew revenue by double-digits, led by Intelligent Cloud which was +23%.
Net income +33%
We're talking about a company that will have a near $2T market cap when it opens tomorrow w/67% gross margins. Incredible!
Net income +33%
We're talking about a company that will have a near $2T market cap when it opens tomorrow w/67% gross margins. Incredible!
3/ Azure revenue +50%
LinkedIn revenue +23% (I don't get it either)
Dynamics 365 +39% ( $MSFT and $CRM are on a collision course, right?)
And don't you dare sleep on Xbox's 40% gains in content and services! Satya Nadella's been giving this a lot of thought and attention.
LinkedIn revenue +23% (I don't get it either)
Dynamics 365 +39% ( $MSFT and $CRM are on a collision course, right?)
And don't you dare sleep on Xbox's 40% gains in content and services! Satya Nadella's been giving this a lot of thought and attention.
4/ $MSFT is so big, yet it's somehow managed to grow MSFT 365 consumer subs by 10M YOY. Don't think big companies can't get bigger.
Dynamics and LinkedIn revenue growth are accelerating too.
Dynamics and LinkedIn revenue growth are accelerating too.
5/ $MSFT CEO Satya Nadella:
"What we have witnessed over the past year is the dawn of a second wave of digital transformation sweeping every company and every industry."
"What we have witnessed over the past year is the dawn of a second wave of digital transformation sweeping every company and every industry."
6/ Don't sleep on Big Tech. Growth isn't over, not by a long shot, and valuations are reasonable, especially in this market. https://twitter.com/MinionCapital/status/1354177851264823296
7/ LinkedIn rocking it https://twitter.com/fxshaw/status/1354197684807077890
8/ Discussing $MSFT w/ @TSOH_Investing a couple of months ago, relevant remarks start at 8:08 mark.
Mad respect. He bought shares a decade ago and is still holding:
Mad respect. He bought shares a decade ago and is still holding:
