Microsoft: Cyclical Negatives Obscuring Secular And Technology Positives


  • Microsoft’s latest quarter showed the effects of cyclical headwinds of various kinds on the company’s business.
  • Growth guidance for the company’s Azure business disappointed.
  • Earnings and cash flow estimates were cut.
  • Yet none of this represented a deterioration in the company’s market position or loss of share in any relevant market.
  • The company’s various strategies to grow faster than the market and to improve margins are battling macro headwinds but remain successful.
Microsoft headquarter and offices in City Gate Towers in the Northern part of the city

Cristina Ionescu

Microsoft’s latest quarter: Warts on display; Opportunities on the horizon

I don’t usually write about specific quarterly results for different companies. I realize that many readers are anxious to see an evaluation of quarterly results in the shortest possible time. I used

Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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