Microsoft Corporation


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Microsoft had another solid quarterly result as it inched closer to the target price from our last report. The company saw a 21% top-line growth with a staggering 36% jump in commercial cloud offerings i.e., Microsoft 365 (formerly Office 365), LinkedIn, Dynamics CRM, and of course, its cloud infrastructure platform Azure. Azure’s 51% year-on-year growth was the highlight of the result as the cloud infra solution has slowly become a major contributor to Microsoft’s top-line. The company controls about 22% of the public cloud market behind Amazon AWS’ 31% and well ahead of Google Cloud’s 8%. However, its margins in Azure are not as high as those in its other cloud offerings given the fact that it is competing on price points in order to maintain and keep up its market share growth. Another interesting development during the quarter was the U.S. Army awarding Microsoft a contract for developing mixed reality headsets based on HoloLens technology to help soldiers train and fight more effectively. Overall, Microsoft is well on track for a strong run ahead.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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