Liberty Posted July 24, 2019 Share Posted July 24, 2019 https://venturebeat.com/2019/07/23/linkedin-is-migrating-to-microsoft-azure/ LinkedIn today announced it is swapping out its datacenters for the public cloud. The Microsoft-owned company is moving its infrastructure to Azure Do you think AWS got the chance to bid on this contract? No But I also don't think Azure got the chance to bid on hosting Amazon.com Link to comment Share on other sites More sharing options...
UK Posted October 9, 2019 Share Posted October 9, 2019 https://www.wsj.com/articles/the-last-microsoft-bear-logs-off-11570558188 "Such was made official late Monday when Jefferies analyst Brent Thill assumed coverage of the software industry for the broker. As part of his move, he flipped the broker’s rating on Microsoft from the equivalent of “sell” under a previous analyst to “buy.” Mr. Thill’s predecessor had been a longstanding holdout as the only one to have a bearish rating on the shares since March 2017, according to FactSet. The stock has more than doubled since then and Microsoft is now the world’s most valued enterprise with a market value slightly over $1 trillion. With the change, 94% of analysts covering Microsoft now rate the stock as a “buy”; a couple are still neutral. That makes Microsoft second only to its Seattle neighbor and close cloud competitor Amazon.com, which currently carries a 100% “buy” rating, according to FactSet." Link to comment Share on other sites More sharing options...
dwy000 Posted October 9, 2019 Share Posted October 9, 2019 https://www.wsj.com/articles/the-last-microsoft-bear-logs-off-11570558188 "Such was made official late Monday when Jefferies analyst Brent Thill assumed coverage of the software industry for the broker. As part of his move, he flipped the broker’s rating on Microsoft from the equivalent of “sell” under a previous analyst to “buy.” Mr. Thill’s predecessor had been a longstanding holdout as the only one to have a bearish rating on the shares since March 2017, according to FactSet. The stock has more than doubled since then and Microsoft is now the world’s most valued enterprise with a market value slightly over $1 trillion. With the change, 94% of analysts covering Microsoft now rate the stock as a “buy”; a couple are still neutral. That makes Microsoft second only to its Seattle neighbor and close cloud competitor Amazon.com, which currently carries a 100% “buy” rating, according to FactSet." When the last bear capitulates that has to be a sure sell signal. Link to comment Share on other sites More sharing options...
Liberty Posted October 25, 2019 Share Posted October 25, 2019 https://www.defense.gov/Newsroom/Releases/Release/Article/1999651/dod-announces-enterprise-general-purpose-cloud-contract-award/ MSFT won JEDI Link to comment Share on other sites More sharing options...
cameronfen Posted October 25, 2019 Share Posted October 25, 2019 https://www.defense.gov/Newsroom/Releases/Release/Article/1999651/dod-announces-enterprise-general-purpose-cloud-contract-award/ MSFT won JEDI I'm not a lawyer but I'm guessing this ends up in court. Link to comment Share on other sites More sharing options...
dwy000 Posted October 26, 2019 Share Posted October 26, 2019 Talk about firing on all cylinders! Despite being the most valuable company in the world they just keep winning and growing. Can do no wrong. Probably means time to sell.... Link to comment Share on other sites More sharing options...
petec Posted October 28, 2019 Share Posted October 28, 2019 Talk about firing on all cylinders! Despite being the most valuable company in the world they just keep winning and growing. Can do no wrong. Probably means time to sell.... I've owned this since 2010 and plan on giving it another decade at least ;) Link to comment Share on other sites More sharing options...
Liberty Posted January 16, 2020 Share Posted January 16, 2020 https://blogs.microsoft.com/blog/2020/01/16/microsoft-will-be-carbon-negative-by-2030/ Link to comment Share on other sites More sharing options...
petec Posted January 30, 2020 Share Posted January 30, 2020 Constant currency numbers: Revenue +15% Gross profit +25% Operating income +39% EPS +41% Link to comment Share on other sites More sharing options...
Liberty Posted January 31, 2020 Share Posted January 31, 2020 “Azure revenue growth of 62% (up 64% in constant currency)” How impressive is that kind of organic growth for a business of that size? Wow Link to comment Share on other sites More sharing options...
John Hjorth Posted January 31, 2020 Share Posted January 31, 2020 Constant currency numbers: Revenue +15% Gross profit +25% Operating income +39% EPS +41% “Azure revenue growth of 62% (up 64% in constant currency)” How impressive is that kind of organic growth for a business of that size? Wow Mind boggling, - simply mind boggling. Link to comment Share on other sites More sharing options...
RuleNumberOne Posted January 31, 2020 Share Posted January 31, 2020 They have never disclosed Azure revenues. It would be a small number because i think retailers are their main clients. “Azure revenue growth of 62% (up 64% in constant currency)” How impressive is that kind of organic growth for a business of that size? Wow Link to comment Share on other sites More sharing options...
John Hjorth Posted January 31, 2020 Share Posted January 31, 2020 That does not change the facts posted by Pete. Link to comment Share on other sites More sharing options...
RuleNumberOne Posted January 31, 2020 Share Posted January 31, 2020 I was replying to Liberty, not Pete. That does not change the facts posted by Pete. Link to comment Share on other sites More sharing options...
John Hjorth Posted January 31, 2020 Share Posted January 31, 2020 I was replying to Liberty, not Pete. That does not change the facts posted by Pete. You seem to me to spend a lot of time to post here on CoBF about what the masses [the crowd] do. [italian conditions, interest rates [especially the European ones], and what do I know], while it's - at least to me - not in any way clear, what you personally are up to, based on your posts. I'm not going spend any more time here on CoBF to discuss with you. Link to comment Share on other sites More sharing options...
petec Posted January 31, 2020 Share Posted January 31, 2020 They have never disclosed Azure revenues. It would be a small number because i think retailers are their main clients. The current Azure revenue run rate is about $20bn. They don’t disclose it but you can triangulate. (Not something I’ve done, but others have). That puts it about half the size of AWS. Their clients are hugely varied - some retailers, yes, but also other large organisations of all kinds. As these put more and more of their computing workload into the cloud, Azure has decades of growth ahead. I recall reading that in 20 years there will be 5 computers in the world. That’s an exaggeration, but it’s directionally right, and Azure will be one of them. What Microsoft are doing an amazing job of is building apps around that, and building AI into those apps, to make organisations more productive (and, not coincidentally, stickier as customers). Link to comment Share on other sites More sharing options...
petec Posted January 31, 2020 Share Posted January 31, 2020 I was replying to Liberty, not Pete. That does not change the facts posted by Pete. You seem to me to spend a lot of time to post here on CoBF about what the masses [the crowd] do. [italian conditions, interest rates [especially the European ones], and what do I know], while it's - at least to me - not in any way clear, what you personally are up to, based on your posts. I'm not going spend any more time here on CoBF to discuss with you. John, I’ve no idea what your history is with RuleNumberOne but if you don’t value the interaction, just don’t interact. There’s no need to shout about it. It probably comes across as more rude than you intend it to. Link to comment Share on other sites More sharing options...
Liberty Posted January 31, 2020 Share Posted January 31, 2020 They have never disclosed Azure revenues. It would be a small number because i think retailers are their main clients. I don't think you're correct. They have a hugely varied customer base, including the recent DoD JEDI win, they're number 2 behind AWS but growing faster, and their revenue run-rate is around $20bn/year, even if the exact number isn't disclosed. Link to comment Share on other sites More sharing options...
LC Posted January 31, 2020 Share Posted January 31, 2020 I have not used Azure but I would imagine it integrates reasonably well with other MSFT products. This is an advantage over AWS, particularly when pitching large corporate or government companies. Link to comment Share on other sites More sharing options...
rb Posted January 31, 2020 Share Posted January 31, 2020 It integrates well with Oracle products too. Link to comment Share on other sites More sharing options...
Castanza Posted January 31, 2020 Share Posted January 31, 2020 It integrates well with Oracle products too. Don't forget Kubernetes and VMware. Anecdotal, but at least at my company we have had much better support/customer service with Azure than with our AWS stuff. Link to comment Share on other sites More sharing options...
Liberty Posted February 13, 2020 Share Posted February 13, 2020 https://www.cnbc.com/2020/02/13/amazon-gets-restraining-order-to-block-microsoft-work-on-pentagon-jedi.html Link to comment Share on other sites More sharing options...
matts Posted March 12, 2020 Share Posted March 12, 2020 anyone looking at buying MSFT here? Down 22% from the highs. I think no matter what happens now, all corporations will be looking to increase their telecommuting capacity. And yes, there are the ZOOMs out there, but really, I think any large enterprise will just go with whatever MSFT has/will integrate into their existing systems (ei, Windows). Never studied the company that closely, but at first glance, it's trading at ~23 estimated 2021 earnings. Yes, the estimates will come down, but still. anyone starting to get interested? Link to comment Share on other sites More sharing options...
petec Posted March 12, 2020 Share Posted March 12, 2020 One of the strongest companies on earth, operationally and financially. Great opportunity. I own a ton (have done since 2010) and see greater value elsewhere, so won’t buy more. But it sailed through 2008/9 and will do so again. Link to comment Share on other sites More sharing options...
Viking Posted March 12, 2020 Author Share Posted March 12, 2020 One of the strongest companies on earth, operationally and financially. Great opportunity. I own a ton (have done since 2010) and see greater value elsewhere, so won’t buy more. But it sailed through 2008/9 and will do so again. I agree; great company, ideally positioned. At todays closing price it is trading at 24 times peak earnings. Doesn’t look like a bear market multiple to me. Link to comment Share on other sites More sharing options...
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