MICROSOFT ILLUSTRATES THE REALITY FOR INVESTORS, REMINDER FROM AUSTRALIA
By Nigam Arora & Dr. Natasha Arora
To gain an edge, this is what you need to know today.
The Reality
Please click here for a chart of Microsoft (MSFT)
Note the following:
- The Morning Capsule is about the big picture, not an individual stock. The chart of MSFT is being used to illustrate a point.
- It was well known to anyone who is doing very basic analysis that software sales to enterprises were slowing, layoffs would cause a hit to revenues as many corporations pay MSFT based on the number of users, and Azure growth would decelerate. Azure is MSFT’s cloud offering.