Microsoft Corp.

Microsoft is a technology company. The company develops and supports software, services, devices, and solutions. The company provides an array of services, including cloud-based solutions as well as solution support and consulting services. The company also delivers relevant online advertising. The company's products include operating systems; cross-device productivity applications; server applications; business solution applications; desktop and server management tools; software development tools; and video games. The company also designs, manufactures, and sells devices, including personal computers, tablets, gaming and entertainment consoles, other devices, and related accessories.
  • TickerMSFT
  • ISINUS5949181045
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States
Pierre FerraguÊ
  • Pierre FerraguÊ
NVDA NVIDIA CORP. (Technology)
CREE CREE INC. (Technology) ... (+5)

Giant AI, giant chips, giant computers, quantum and more. Wrapping up...

We hosted last week the inaugural edition of the Semiconductor “Big Ideas” conference, organized jointly by New Street Research, Boston Consulting Group, and Applied Materials. We had an exceptional line up of speakers for this full day event:  Dr. Bryan Catanzaro, VP Deep Learning, Nvidia  Peter Chapman, CEO, IonQ  Gary Dickerson, CEO, Applied Materials  Andrew Feldman, CEO, Cerebras  Dr. Mark D. Hill, Microsoft Azure & U. Wisconsin  Gregg Lowe, CEO, Cree/Wolfspeed  Durga Malladi, SVP & GM 5G, Mobile Broadband & Infra, Qualcomm  Dr. Cliff Young, Software Engineer, Google Brain See re...

MSFT MICROSOFT CORP. (Technology)

Microsoft Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
MSFT MICROSOFT CORP. (Technology)

MSFT - Embedded Expectations Analysis - 2021 08 18

Microsoft Corporation (MSFT:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about revenue growth, the shift to hybrid work, and gaming category opportunities. Specifically, management may lack confidence in their ability to sustain revenue growth across industries, customer segments, and geographies outside the US. In addition, they may have concerns about the impact of changes in accounting estimates and the end of COVI...

Pierre FerraguÊ
  • Pierre FerraguÊ
NVDA NVIDIA CORP. (Technology)
CREE CREE INC. (Technology) ... (+5)

Giant AI, giant chips, giant computers, quantum and more. Wrapping up...

We hosted last week the inaugural edition of the Semiconductor “Big Ideas” conference, organized jointly by New Street Research, Boston Consulting Group, and Applied Materials. We had an exceptional line up of speakers for this full day event:  Dr. Bryan Catanzaro, VP Deep Learning, Nvidia  Peter Chapman, CEO, IonQ  Gary Dickerson, CEO, Applied Materials  Andrew Feldman, CEO, Cerebras  Dr. Mark D. Hill, Microsoft Azure & U. Wisconsin  Gregg Lowe, CEO, Cree/Wolfspeed  Durga Malladi, SVP & GM 5G, Mobile Broadband & Infra, Qualcomm  Dr. Cliff Young, Software Engineer, Google Brain See re...

MSFT MICROSOFT CORP. (Technology)

Microsoft Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
MSFT MICROSOFT CORP. (Technology)

MSFT - Embedded Expectations Analysis - 2021 08 18

Microsoft Corporation (MSFT:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about revenue growth, the shift to hybrid work, and gaming category opportunities. Specifically, management may lack confidence in their ability to sustain revenue growth across industries, customer segments, and geographies outside the US. In addition, they may have concerns about the impact of changes in accounting estimates and the end of COVI...

Pierre FerraguÊ
  • Pierre FerraguÊ
NVDA NVIDIA CORP. (Technology)
CREE CREE INC. (Technology) ... (+5)

Giant AI, giant chips, giant computers, quantum and more. Wrapping up...

We hosted last week the inaugural edition of the Semiconductor “Big Ideas” conference, organized jointly by New Street Research, Boston Consulting Group, and Applied Materials. We had an exceptional line up of speakers for this full day event:  Dr. Bryan Catanzaro, VP Deep Learning, Nvidia  Peter Chapman, CEO, IonQ  Gary Dickerson, CEO, Applied Materials  Andrew Feldman, CEO, Cerebras  Dr. Mark D. Hill, Microsoft Azure & U. Wisconsin  Gregg Lowe, CEO, Cree/Wolfspeed  Durga Malladi, SVP & GM 5G, Mobile Broadband & Infra, Qualcomm  Dr. Cliff Young, Software Engineer, Google Brain See re...

MSFT MICROSOFT CORP. (Technology)

Microsoft Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
MSFT MICROSOFT CORP. (Technology)

MSFT - Embedded Expectations Analysis - 2021 08 18

Microsoft Corporation (MSFT:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about revenue growth, the shift to hybrid work, and gaming category opportunities. Specifically, management may lack confidence in their ability to sustain revenue growth across industries, customer segments, and geographies outside the US. In addition, they may have concerns about the impact of changes in accounting estimates and the end of COVI...

Pierre FerraguÊ
  • Pierre FerraguÊ
NVDA NVIDIA CORP. (Technology)
CREE CREE INC. (Technology) ... (+5)

Giant AI, giant chips, giant computers, quantum and more. Wrapping up...

We hosted last week the inaugural edition of the Semiconductor “Big Ideas” conference, organized jointly by New Street Research, Boston Consulting Group, and Applied Materials. We had an exceptional line up of speakers for this full day event:  Dr. Bryan Catanzaro, VP Deep Learning, Nvidia  Peter Chapman, CEO, IonQ  Gary Dickerson, CEO, Applied Materials  Andrew Feldman, CEO, Cerebras  Dr. Mark D. Hill, Microsoft Azure & U. Wisconsin  Gregg Lowe, CEO, Cree/Wolfspeed  Durga Malladi, SVP & GM 5G, Mobile Broadband & Infra, Qualcomm  Dr. Cliff Young, Software Engineer, Google Brain See re...

MSFT MICROSOFT CORP. (Technology)

Microsoft Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
MSFT MICROSOFT CORP. (Technology)

MSFT - Embedded Expectations Analysis - 2021 08 18

Microsoft Corporation (MSFT:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about revenue growth, the shift to hybrid work, and gaming category opportunities. Specifically, management may lack confidence in their ability to sustain revenue growth across industries, customer segments, and geographies outside the US. In addition, they may have concerns about the impact of changes in accounting estimates and the end of COVI...

Pierre FerraguÊ
  • Pierre FerraguÊ
NVDA NVIDIA CORP. (Technology)
CREE CREE INC. (Technology) ... (+5)

Giant AI, giant chips, giant computers, quantum and more. Wrapping up...

We hosted last week the inaugural edition of the Semiconductor “Big Ideas” conference, organized jointly by New Street Research, Boston Consulting Group, and Applied Materials. We had an exceptional line up of speakers for this full day event:  Dr. Bryan Catanzaro, VP Deep Learning, Nvidia  Peter Chapman, CEO, IonQ  Gary Dickerson, CEO, Applied Materials  Andrew Feldman, CEO, Cerebras  Dr. Mark D. Hill, Microsoft Azure & U. Wisconsin  Gregg Lowe, CEO, Cree/Wolfspeed  Durga Malladi, SVP & GM 5G, Mobile Broadband & Infra, Qualcomm  Dr. Cliff Young, Software Engineer, Google Brain See re...

MSFT MICROSOFT CORP. (Technology)

Microsoft Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
MSFT MICROSOFT CORP. (Technology)

MSFT - Embedded Expectations Analysis - 2021 08 18

Microsoft Corporation (MSFT:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about revenue growth, the shift to hybrid work, and gaming category opportunities. Specifically, management may lack confidence in their ability to sustain revenue growth across industries, customer segments, and geographies outside the US. In addition, they may have concerns about the impact of changes in accounting estimates and the end of COVI...

Pierre FerraguÊ
  • Pierre FerraguÊ
NVDA NVIDIA CORP. (Technology)
CREE CREE INC. (Technology) ... (+5)

Giant AI, giant chips, giant computers, quantum and more. Wrapping up...

We hosted last week the inaugural edition of the Semiconductor “Big Ideas” conference, organized jointly by New Street Research, Boston Consulting Group, and Applied Materials. We had an exceptional line up of speakers for this full day event:  Dr. Bryan Catanzaro, VP Deep Learning, Nvidia  Peter Chapman, CEO, IonQ  Gary Dickerson, CEO, Applied Materials  Andrew Feldman, CEO, Cerebras  Dr. Mark D. Hill, Microsoft Azure & U. Wisconsin  Gregg Lowe, CEO, Cree/Wolfspeed  Durga Malladi, SVP & GM 5G, Mobile Broadband & Infra, Qualcomm  Dr. Cliff Young, Software Engineer, Google Brain See re...

MSFT MICROSOFT CORP. (Technology)

Microsoft Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
MSFT MICROSOFT CORP. (Technology)

MSFT - Embedded Expectations Analysis - 2021 08 18

Microsoft Corporation (MSFT:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about revenue growth, the shift to hybrid work, and gaming category opportunities. Specifically, management may lack confidence in their ability to sustain revenue growth across industries, customer segments, and geographies outside the US. In addition, they may have concerns about the impact of changes in accounting estimates and the end of COVI...

Pierre FerraguÊ
  • Pierre FerraguÊ
NVDA NVIDIA CORP. (Technology)
CREE CREE INC. (Technology) ... (+5)

Giant AI, giant chips, giant computers, quantum and more. Wrapping up...

We hosted last week the inaugural edition of the Semiconductor “Big Ideas” conference, organized jointly by New Street Research, Boston Consulting Group, and Applied Materials. We had an exceptional line up of speakers for this full day event:  Dr. Bryan Catanzaro, VP Deep Learning, Nvidia  Peter Chapman, CEO, IonQ  Gary Dickerson, CEO, Applied Materials  Andrew Feldman, CEO, Cerebras  Dr. Mark D. Hill, Microsoft Azure & U. Wisconsin  Gregg Lowe, CEO, Cree/Wolfspeed  Durga Malladi, SVP & GM 5G, Mobile Broadband & Infra, Qualcomm  Dr. Cliff Young, Software Engineer, Google Brain See re...

MSFT MICROSOFT CORP. (Technology)

Microsoft Corporation - June 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research
  • Valens Research
MSFT MICROSOFT CORP. (Technology)

MSFT - Embedded Expectations Analysis - 2021 08 18

Microsoft Corporation (MSFT:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about revenue growth, the shift to hybrid work, and gaming category opportunities. Specifically, management may lack confidence in their ability to sustain revenue growth across industries, customer segments, and geographies outside the US. In addition, they may have concerns about the impact of changes in accounting estimates and the end of COVI...

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