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59 articles for Microsoft Corp
Microsoft Corp: Azure deals supporting growth
4Q22 results were in line with expectations. Total revenue grew 12% YoY to US$51.9bn in 4Q22. Office 365 Commercial revenue grew 19% YoY due to higher volumes and prices.
Ambrish Shah @ PhillipCapital 29 July 2022
Tech layoff announcements continue to hit the headlines – here’s why
Tech firms, ranging from established industry titans like Microsoft and Oracle, to relative newcomers like Tesla, Klarna and Shopify, are cutting back on staff costs. In this note, we dig deeper into these areas and look in more detail at the fintech...
Rahul Shah @ Tellimer Research 27 July 2022
FAANGM Monthly: Dec 21 – Apple and Meta shine during the month
We are OVERWEIGHT on FAANGM as secular tailwinds are intact. Meta saw strong holiday demand for its Oculus products, with much talk focusing around its potential metaverse. - Instagram’s 26% CAGR growth in MAU is more than triple Facebook’s (8%) MAU,...
Timothy Ang @ PhillipCapital 10 January 2022
Microsoft Corp: Winning the global enterprise on cloud and security
Microsoft (MSFT) offers software and cloud-based solutions to enterprises and consumers, as well as hardware comprising laptops and gaming consoles. Azure, MSFT’s cloud service and the 2nd largest global cloud provider, doubled its market share from ...
Timothy Ang @ PhillipCapital 13 December 2021
Why China’s app ecosystem and usage patterns are unlike anywhere else
LinkedIn's recent decision to exit China has served to highlight the very different online experience Chinese consumers have relative to the rest of the world. We have previously written on We Chat and Alipay’s super app status and the template this ...
Rahul Shah @ Tellimer Research 24 October 2021
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About
Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.
