MSFT
Microsoft Corporation
TMT
08/29/2023
Presented
| Date | 08/21/2023 |
| Price | $321.88 |
| Market Cap | $2,391.49B |
| Ent Value | $2,510.99B |
| P/E Ratio | 33.24x |
| Book Value | $27.75 |
| Div Yield | 0.85% |
| Shares O/S | 7,429.76M |
| Ave Daily Vol | 28,096,791 |
| Short Int | 0.48% |
Current
| Price | $418.74 |
| Market Cap | $3,112.51B |
| Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following business segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of Office Commercial (Office 365 subscriptions, the Office 365 portion of Microsoft 365 Commercial subscriptions, and Office licensed on-premises), Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, and Skype for Business, Office Consumer, including Microsoft 365 Consumer subscriptions, Office licensed on-premises, and other Office services, LinkedIn, including Talent Solutions, Marketing Solutions, Premium Subscriptions, Sales Solutions, and Learning Solutions, Dynamics business solutions, including Dynamics 365, comprising a set of intelligent, cloud-based applications across ERP, CRM, Customer Insights, Power Apps, and Power Automate, and on-premises ERP and CRM applications. The Intelligent Cloud segment consists of Server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub, Enterprise Services, including Enterprise Support Services, Microsoft Consulting Services, and Nuance professional services. The More Personal Computing segment consists of Windows, including Windows OEM licensing and other non-volume licensing of the Windows operating system, Windows Commercial, comprising volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings, patent licensing, and Windows Internet of Things, Devices, including Surface and PC accessories, Gaming, including Xbox hardware and Xbox content and services, comprising digital transactions, Xbox Game Pass and other subscriptions, video games, third-party video game royalties, cloud services, and advertising, Search and news advertising. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA. |
Publicly traded companies mentioned herein: Alphabet Inc (GOOG), Microsoft Corp (MSFT)
Highlights
The presenter is long shares of Microsoft (MSFT) emphasizing the company's impressive potential on 365 Copilot as a driver to further upside for the stock. While acknowledging the debate over valuation multiples, he contends that as cloud optimization headwinds come to an end within the Azure business and the rollout of the Microsoft game-changing AI product in beta testing—365 Copilot presents a compelling risk-reward scenario for investors. He anticipates massive demand as the corporate world clamors for the integration of Copilot, followed by the product’s spread across most of the Fortune 500.
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