January 25, 2023

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. 
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