ok-To The Moon - Tiger Brokers Online Investing Community

2
Comment
Favorite

Marcus0168
2022-04-21

Microsoft: The Future Is in the Game

Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains unde

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

Marcus0168
·2022-04-21
o o
Reply
Like
Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":9082351683,"tweetId":"9082351683","gmtCreate":1650528184582,"gmtModify":1676534745299,"author":{"id":3579731150117851,"idStr":"3579731150117851","authorId":3579731150117851,"authorIdStr":"3579731150117851","name":"Marcus0168","avatar":"https://static.tigerbbs.com/8306535f31b23cae8f41676bb045aaa3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>ok</p></body></html>","htmlText":"<html><head></head><body><p>ok</p></body></html>","text":"ok","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9082351683","repostId":1130864083,"repostType":4,"repost":{"id":"1130864083","kind":"news","pubTimestamp":1650517868,"share":"https://www.laohu8.com/m/news/1130864083?lang=&edition=full","pubTime":"2022-04-21 13:11","market":"us","language":"en","title":"Microsoft: The Future Is in the Game","url":"https://stock-news.laohu8.com/highlight/detail?id=1130864083","media":"investorplace","summary":"Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains unde","content":"<html><head></head><body><ul><li>Microsoft (MSFT) is the dominant Cloud Czar.</li><li>Its advertising growth of over 30% per year remains under the radar.</li><li>Microsoft Gaming promises huge gains in years to come.</li></ul><p>Of the five Cloud Czars that now dominate the global economy, Microsoft (NASDAQ:MSFT) is in the best shape. Accordingly, MSFT stock is up 10% over the last year.</p><p>As for the other Cloud Czars, Apple (NASDAQ:AAPL) remains a device company despite its rising service revenue. Alphabet’s (NASDAQ:GOOGL,NASDAQ:GOOG) Google Cloud is still losing money. Amazon.com (NASDAQ:AMZN) is down about 10% over the last year. And Meta Platforms (NASDAQ:FB)? Let’s not even go there.</p><p>It seems Microsoft just goes from strength to strength. Its market capitalization on Apr. 20 was $2.13 trillion. It sells for 31 times earnings and well over 12 times sales. Yet, all 25 Microsoft analysts at Tipranks say buy it.</p><p>If there seems to be a weakness, it is in entertainment. Google has YouTube, Amazon has Prime Video, even Apple has Apple TV. But here, too, Microsoft may be the better bet as the world’s dominant gaming company.</p><h2>Spencer Goes Higher for MSFT Stock</h2><p>Phil Spencer is the name to know here. Born on my 13th birthday in 1968, he’s chief executive officer of Microsoft Gaming.</p><p>Spencer’s domain gets much bigger once the acquisition of Activision Blizzard (NASDAQ:ATVI) is complete. At $68.7 billion, it is the biggest deal the company has ever done. Combined with the Xbox, it represented $21 billion in revenue last year.  That is almost as big as Windows.</p><p>Gaming is an $85 billion business that continues to grow at scale, and Spencer will soon dominate it. It is number one in consoles with the Xbox and now, number one in software. There are also advertising opportunities to explore.</p><p>Microsoft is also poised to rip higher with the rise of cloud gaming. This was a hot idea a few years ago, but the slow build of Google Stadia has revealed a big problem.</p><p>The problem is the cloud itself. Half of all cloud data centers are in the U.S., which also has poor local broadband. That makes latency a huge issue for gamers tied to clouds. Tying Microsoft Gaming to the Azure Cloud will help both. It’s the bleeding edge, as Nvidia (NASDAQ:NVDA) found out. It’s how artificial intelligence and virtual reality becomes profitable. Technical challenges are also opportunities.</p><h2>Steady On</h2><p>The rest of the business isn’t too shabby, either. The Azure cloud continues to lead the way, growing 46% year-over-year in the company’s second quarter earnings release. Its LinkedIn social network grew 37% and advertising revenue was up 32%. You don’t think of Microsoft as a social media or advertising company, do you? That’s how Redmond likes it.</p><p>Microsoft next reports on Apr. 26, with $2.27 per share of earnings expected on revenue of $49 billion. That would be growth of over 16% on the top line and 12% on the bottom line. If Microsoft fails to hit those targets and the stock falls, you should buy it.</p><p>The biggest risk remains government. Europe’s Digital Markets Act is a concern. The U.S. Congress also may act.</p><p>But Microsoft is in less danger from this than their cloud rivals. Azure has become an essential business utility and endangering it would hurt the global economy. The worst case scenario, a forced asset sale would mean separating Spencer’s empire from the rest of the company. Shareholders might even benefit from a pure play gaming stock.</p><h2>The Bottom Line on MSFT Stock</h2><p>Microsoft learned hard lessons from its long antitrust struggle and Chief Executive Officer Satya Nadella has executed on them.</p><p>The most important lesson is to stay modest, stay in the background and to remain focused on business rather than consumer revenue. That is what Azure does, and that is why Microsoft’s new advertising dominance attracts little attention.</p><p>With the acquisition of Activision Blizzard, Microsoft Gaming will dominate the leading edge of consumer technology. This is where virtual reality and augmented reality, the whole metaverse thing, will find its business model. Microsoft will find it first and Microsoft shareholders will profit from it.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft: The Future Is in the Game</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: The Future Is in the Game\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 13:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains under the radar.Microsoft Gaming promises huge gains in years to come.Of the five Cloud Czars that now ...</p>\n\n<a href=\"https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130864083","content_text":"Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains under the radar.Microsoft Gaming promises huge gains in years to come.Of the five Cloud Czars that now dominate the global economy, Microsoft (NASDAQ:MSFT) is in the best shape. Accordingly, MSFT stock is up 10% over the last year.As for the other Cloud Czars, Apple (NASDAQ:AAPL) remains a device company despite its rising service revenue. Alphabet’s (NASDAQ:GOOGL,NASDAQ:GOOG) Google Cloud is still losing money. Amazon.com (NASDAQ:AMZN) is down about 10% over the last year. And Meta Platforms (NASDAQ:FB)? Let’s not even go there.It seems Microsoft just goes from strength to strength. Its market capitalization on Apr. 20 was $2.13 trillion. It sells for 31 times earnings and well over 12 times sales. Yet, all 25 Microsoft analysts at Tipranks say buy it.If there seems to be a weakness, it is in entertainment. Google has YouTube, Amazon has Prime Video, even Apple has Apple TV. But here, too, Microsoft may be the better bet as the world’s dominant gaming company.Spencer Goes Higher for MSFT StockPhil Spencer is the name to know here. Born on my 13th birthday in 1968, he’s chief executive officer of Microsoft Gaming.Spencer’s domain gets much bigger once the acquisition of Activision Blizzard (NASDAQ:ATVI) is complete. At $68.7 billion, it is the biggest deal the company has ever done. Combined with the Xbox, it represented $21 billion in revenue last year.  That is almost as big as Windows.Gaming is an $85 billion business that continues to grow at scale, and Spencer will soon dominate it. It is number one in consoles with the Xbox and now, number one in software. There are also advertising opportunities to explore.Microsoft is also poised to rip higher with the rise of cloud gaming. This was a hot idea a few years ago, but the slow build of Google Stadia has revealed a big problem.The problem is the cloud itself. Half of all cloud data centers are in the U.S., which also has poor local broadband. That makes latency a huge issue for gamers tied to clouds. Tying Microsoft Gaming to the Azure Cloud will help both. It’s the bleeding edge, as Nvidia (NASDAQ:NVDA) found out. It’s how artificial intelligence and virtual reality becomes profitable. Technical challenges are also opportunities.Steady OnThe rest of the business isn’t too shabby, either. The Azure cloud continues to lead the way, growing 46% year-over-year in the company’s second quarter earnings release. Its LinkedIn social network grew 37% and advertising revenue was up 32%. You don’t think of Microsoft as a social media or advertising company, do you? That’s how Redmond likes it.Microsoft next reports on Apr. 26, with $2.27 per share of earnings expected on revenue of $49 billion. That would be growth of over 16% on the top line and 12% on the bottom line. If Microsoft fails to hit those targets and the stock falls, you should buy it.The biggest risk remains government. Europe’s Digital Markets Act is a concern. The U.S. Congress also may act.But Microsoft is in less danger from this than their cloud rivals. Azure has become an essential business utility and endangering it would hurt the global economy. The worst case scenario, a forced asset sale would mean separating Spencer’s empire from the rest of the company. Shareholders might even benefit from a pure play gaming stock.The Bottom Line on MSFT StockMicrosoft learned hard lessons from its long antitrust struggle and Chief Executive Officer Satya Nadella has executed on them.The most important lesson is to stay modest, stay in the background and to remain focused on business rather than consumer revenue. That is what Azure does, and that is why Microsoft’s new advertising dominance attracts little attention.With the acquisition of Activision Blizzard, Microsoft Gaming will dominate the leading edge of consumer technology. This is where virtual reality and augmented reality, the whole metaverse thing, will find its business model. Microsoft will find it first and Microsoft shareholders will profit from it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":101337659,"commentId":"101337659","gmtCreate":1650528190307,"gmtModify":1663247405036,"authorId":3579731150117851,"author":{"id":3579731150117851,"idStr":"3579731150117851","authorId":3579731150117851,"name":"Marcus0168","avatar":"https://static.tigerbbs.com/8306535f31b23cae8f41676bb045aaa3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9082351683,"objectIdStr":"9082351683","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"o o","text":"o o","html":"o o","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}