MSFT - Embedded Expectations Analysis - 2019 11 22
Microsoft Corporation (MSFT:USA) currently trades at historical highs relative to UAFRS-based (Uniform) Earnings, with a 23.6x Uniform P/E. However, even at these levels, the market has muted expectations for the firm, but management is confident about their partnerships, revenue, and the Microsoft 365 suiteSpecifically, management is confident their strategic partnerships add value through managing the entire data estate and that their operating expenses were lower than expected for the quarter. Furthermore, they are confident their continued revenue growth has been driven by demand for their Azul Hybrid product, and they are confident about the long-term viability of their Microsoft 365 suite
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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