MSFT - Embedded Expectations Analysis - 2018 06 04
Microsoft Corporation (MSFT:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 23.8x Uniform P/E, implying bullish expectations for the firm. Moreover, management is confident in Xbox, demand, and their serversSpecifically, management generated an excitement marker when saying that they grew Xbox Live monthly active users by 13% to 59 million, driven by user expansion across Xbox One. Additionally, they are confident that they have consistently acted in line with user privacy, and are confident in Cosmos DB. Furthermore, they are confident that they continue to see healthy enterprise demand for Windows 10 benefiting their OEM partners, and that their ability to allow customers to easily transition from Windows or SQL to Azure with only a small uplift in price is a core component of their hybrid server leadership
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.
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