Author Topic: MSFT - Microsoft  (Read 239972 times)

Jurgis

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Re: MSFT - Microsoft
« Reply #860 on: April 01, 2020, 09:56:28 AM »
https://arstechnica.com/gadgets/2020/04/office-365-is-now-microsoft-365-and-its-getting-new-apps-and-features/

What I hate about Microsoft services for individuals is that they require to login to your computer with Microsoft account. This IMO sucks. We share computers and I don't want each computer to have multiple users with Microsoft account linkage and have to deal with account switching, backing up disk space for each account, etc.

I hope Microsoft disentangles MS Office (whatever it's called) from Windows login. Like Skype is so far not connected to Windows login, so that's good.

Overall though I might stay on my last purchased MS Office (2019, I think) and not move to subscription for as long as I can...
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petec

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Re: MSFT - Microsoft
« Reply #861 on: April 01, 2020, 10:05:51 AM »
I've heard that MS Teams and Azure use is pretty much exploding.

Not sure I like the valuation still though. For current valuation to be exciting I'd have to assume >10% (if not >15%) growth rate long term...

Depends what you call exciting. This is one of the best businesses on the planet, with high switching costs, a vast addressable market, and huge incremental margins - in other words a perpetuity with revenue growth and operating leverage. You can buy that at a 4% free cash flow yield. I wouldn't call that cheap, exactly, but it leaves room for a very nice compounded return with (I believe) relatively low risk.
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Liberty

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Re: MSFT - Microsoft
« Reply #862 on: April 29, 2020, 01:18:48 PM »
Q1 (fiscal Q3):

https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q3/press-release-webcast

        Revenue was $35.0 billion and increased 15%

        Operating income was $13.0 billion and increased 25%

        Net income was $10.8 billion and increased 22%

        Diluted earnings per share was $1.40 and increased 23%

Azure revenue growth of 59% (up 61% in constant currency)

Liberty

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Re: MSFT - Microsoft
« Reply #863 on: July 22, 2020, 01:18:36 PM »
Q2 is out:

https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q4/press-release-webcast

FCF +16% YoY
gross margin 68%
op. margin 35%
capex $5.8bn.
Office 365 commercial revs +22% (ex-FX).
"Our commercial cloud surpassed $50 billion in annual revenue for the first time this year.
Gaming revenue grew 64% (66% ex-FX)

Liberty

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Re: MSFT - Microsoft
« Reply #864 on: July 31, 2020, 11:51:06 AM »
MSFT is apparently considering buying... Tiktok from Bytedance

https://www.nytimes.com/2020/07/31/technology/tiktok-microsoft.html

\_(ツ)_/

Liberty

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Re: MSFT - Microsoft
« Reply #865 on: July 31, 2020, 12:00:14 PM »
MSFT is apparently considering buying... Tiktok from Bytedance

https://www.nytimes.com/2020/07/31/technology/tiktok-microsoft.html

\_(ツ)_/

That makes no sense. WTF.

I think it makes some sense, though not as much as Nvidia trying to buy ARM, but I wasn't expecting it at all...

Also reminded of:

https://twitter.com/chetanp/status/1289269505403707393
« Last Edit: July 31, 2020, 12:06:17 PM by Liberty »

Spekulatius

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Re: MSFT - Microsoft
« Reply #866 on: July 31, 2020, 01:24:53 PM »
MSFT is apparently considering buying... Tiktok from Bytedance

https://www.nytimes.com/2020/07/31/technology/tiktok-microsoft.html

\_(ツ)_/

That makes no sense. WTF.

It makes all the sense in the world and would be a huge plus MSFT. They could really give FB a run for the money.
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VersaillesinNY

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Re: MSFT - Microsoft
« Reply #867 on: July 31, 2020, 04:06:01 PM »
MSFT is apparently considering buying... Tiktok from Bytedance

https://www.nytimes.com/2020/07/31/technology/tiktok-microsoft.html

\_(ツ)_/

That makes no sense. WTF.

It makes all the sense in the world and would be a huge plus MSFT. They could really give FB a run for the money.

+1

Liberty

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patience_and_focus

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Re: MSFT - Microsoft
« Reply #869 on: August 02, 2020, 05:10:49 PM »
The next billion users on social media are in emerging nations such as India and south-east asia. Given the hostilities between India and China resulted in India banning TikTok, and frictions between China and its other neighbrs such as Vietnam one can see the benefit of Microsoft owning TikTok and its infrastructure. Starting with TikTok assets of US/Canada/Australia/New Zealand it can expand into India and other countries. With the original TikTok effectively banned either currently or in future prohibited to enter such large markets due to geopolitical concerns, Microsoft can acquire an asset that can give it a head start to effectively compete with Facebook in these emerging markets.

P.S: Near end of last year, 30% of indian smartphones had TikTok installed -
https://qz.com/india/1742654/why-tiktoks-india-growth-has-been-better-than-instagram-amazon/
« Last Edit: August 02, 2020, 05:15:06 PM by patience_and_focus »