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Why has MSFT risen so much in 1.5 years?
Posted on 10/24/20 at 11:40 pm
Posted on 10/24/20 at 11:40 pm
(no message)
7
Posted on 10/25/20 at 8:02 am to Zachary
Cloud and results of a successful pivot to subscriptions
Posted on 10/25/20 at 10:07 am to Zachary
quote:One year ago today the Pentagon awarded MSFT the contract for its cloud storage and rejected Amazon's bid.
Why has MSFT risen so much in 1.5 years?
Posted on 10/25/20 at 10:16 am to LSURussian
quote:
One year ago today the Pentagon awarded MSFT the contract for its cloud storage and rejected Amazon's bid.
You think a $10 billion contract is worth a 63% increase in share price for a company with an annual revenue of $125 billion? Nah. And don’t make the argument that winning a govt contract is = to beating Amazon in cloud services long term
Posted on 10/25/20 at 12:30 pm to Upperdecker
quote:
You think a $10 billion contract
And don’t make the argument that winning a govt contract is = to beating Amazon in cloud services long term
quote:
Microsoft’s win has implications for the cloud computing industry, in which businesses rent space on technology companies’ server computers, giving them cheap and fast access to storage and processing.
Amazon has long been the dominant player, with about 45 percent of the market, trailed by Microsoft with around 25 percent, said Daniel Ives, an analyst for Wedbush Securities who has closely followed the JEDI saga.
Landing the JEDI contract puts Microsoft in a prime position to earn the roughly $40 billion that the federal government is expected to spend on cloud computing over the next several years, he said.
Losing the bid is also a hit to the reputation of Amazon, which decided last year to open a large outpost in Northern Virginia that will eventually employ at least 25,000 people.
NY Times
Your obsession with and stalking of me is amusing...and flattering. But it obviously distorts your view of reality.
Posted on 10/25/20 at 2:45 pm to Upperdecker
PE expansion just like Apple.
Posted on 10/25/20 at 3:45 pm to Zachary
Azure and Office365 subs
Posted on 10/25/20 at 9:17 pm to LSURussian
Don’t flatter yourself I don’t stalk you. I post on this board whether you’re on it or not. But your points are so blatantly wrong someone has to refute them
And you literally made my point with your argument. This isn’t a lot of money for Microsoft relative to the increase in share price over that time. And a single win with the government does not mean Amazon suddenly has a decreased reputation. If that was the case, Amazon would have shown some share price reduction. Obviously it has not
If several means 4, then we’re back at $10 billion/year. NBD, not even 10% of revenue. Not even 1% of market cap. Either way it’s barely relevant to the stock price increase
This is all about retail investor sentiment on FAANG. Microsoft runs with FAANG. FAANG and Microsoft are highly recommended to retail investors and retail have heavily invested into FAANG + Microsoft over the past year. Resulting in the companies becoming overvalued compared to where they were a year ago despite earnings not correctly reflecting that growth level
And you literally made my point with your argument. This isn’t a lot of money for Microsoft relative to the increase in share price over that time. And a single win with the government does not mean Amazon suddenly has a decreased reputation. If that was the case, Amazon would have shown some share price reduction. Obviously it has not
quote:
Landing the JEDI contract puts Microsoft in a prime position to earn the roughly $40 billion that the federal government is expected to spend on cloud computing over the next several years, he said.
If several means 4, then we’re back at $10 billion/year. NBD, not even 10% of revenue. Not even 1% of market cap. Either way it’s barely relevant to the stock price increase
This is all about retail investor sentiment on FAANG. Microsoft runs with FAANG. FAANG and Microsoft are highly recommended to retail investors and retail have heavily invested into FAANG + Microsoft over the past year. Resulting in the companies becoming overvalued compared to where they were a year ago despite earnings not correctly reflecting that growth level
Posted on 10/25/20 at 10:43 pm to Zachary
They're growing big time in cloud. Amazon had this same growth curve a few years back when they're cloud took off. Microsoft was just behind them.
Now they're eating market space up from Amazon. Their o365 stuff is great everyone loves it.
They also pay a dividend to their investors so that is the ye olde price a bit too
Now they're eating market space up from Amazon. Their o365 stuff is great everyone loves it.
They also pay a dividend to their investors so that is the ye olde price a bit too
Posted on 10/26/20 at 8:05 am to oklahogjr
They are. A very well run company over the years...wish the dividend was better..
Please take note IBM...they have left you in the dust...
Please take note IBM...they have left you in the dust...
Posted on 10/26/20 at 8:46 am to Upperdecker
quote:Yes, you do. And that's fine with me. It's just sad on your part. Two other posters in this thread mentioned MSFT's cloud success before I did as contributing to its stock price increase. Yet you ignored their posts and replied to me. That's stalking.
I don’t stalk you.
quote:MSFT shares shot up almost 4% in one day the first trading day after the Pentagon announced the contract. And that $40 billion contract was just a seal of approval for Microsoft's cloud commitment. It provided proof that MSFT is committed to an entirely new major recurring revenue stream outside of the company's core software business. It was an indication that MSFT was 100% prepared to compete with AMZN for cloud customers.
This isn’t a lot of money for Microsoft relative to the increase in share price over that time.
quote:The NYTimes disagrees with you as the article said which I posted above. Plus the subsequent lawsuit and formal appeal to reconsider the contract which AMZN filed against the Pentagon over not getting the contract tells me AMZN believed it was a major blow to them.
does not mean Amazon suddenly has a decreased reputation.
quote:Amazon's cloud business is a small fraction of its core online retailer business. That home delivery business has exploded during the COVID quarantine. That is why AMZN's stock price has soared. It's sad you don't understand that.
If that was the case, Amazon would have shown some share price reduction.
Your thinking is incredibly limited in its perspective. Almost juvenile-ish. Stalker.
Posted on 10/26/20 at 9:22 am to LSURussian
quote:
Yes, you do. And that's fine with me. It's just sad on your part.
You havent seen stalking if you think I’m “stalking”. The last time I responded to one of your posts was 9/28, a MONTH ago. That ain’t stalking
quote:
Two other posters in this thread mentioned MSFT's cloud success before I did as contributing to its stock price increase.
You contributed it to JEDI. Wrong
quote:
MSFT shares shot up almost 4% in one day the first trading day after the Pentagon announced the contract.
It’s up 67% YOY dude. News that made it move up 4% (which is an appropriate amount for that contract) is not the reason it went up 67% YOY
quote:
The NYTimes disagrees with you as the article said which I posted above.
The NYTimes is a shite tier organization just trying to make a headline to hurt their competitor. “Amazon loses Microsoft wins!” Amazon still has 45% market share. May I remind you that one of the NYTimes’ biggest competitor, The Washington Post, is owned by Amazon’s Bezos? Obvious bias
quote:
Amazon's cloud business is a small fraction of its core online retailer business.
quote:
Around 57% of Amazon's operating profit derived from AWS. Operating margin for the segment was 31.1%, higher than it's been since 2018 (Per CNBC)
Small fraction
. This is from June 2020 earnings. AWS 57% of operating profit. That’s a majority share. A real hit to AWS would severely impact Amazon. AWS is incredibly important to Amazon’s operation now Take your L
Missed this one
quote:
Your thinking is incredibly limited in its perspective. Almost juvenile-ish. Stalker.
GTFO. You’re out of touch. See above
This post was edited on 10/26/20 at 9:27 am
Posted on 10/26/20 at 9:23 am to Zachary
Their market cap
Posted on 10/26/20 at 9:49 am to Upperdecker
quote:Yes.
Small fraction .
We were referring to the revenue potential from the Pentagon contract.
Revenue from AWS equals about 12% of Amazon's total revenue which is down from 13% the previous year. And AWS revenue growth is slowing. Amazon's retail revenue growth is increasing. Unlike you, I provide a link to the numbers I post.
Take the L, stalker.
Posted on 10/26/20 at 11:25 am to LSURussian
1) of course you ignore all the points where I’ve successfully refuted you.
2) of course you bring up revenue vs profits. I know AWS is a small fraction of revenue. But it’s driving Amazon’s profits. It’s far more important to the business at this point than its revenue share, and will continue to be so. AWS is Amazon’s focus for the future. You completely miss the point to attempt to make your terrible argument
2) of course you bring up revenue vs profits. I know AWS is a small fraction of revenue. But it’s driving Amazon’s profits. It’s far more important to the business at this point than its revenue share, and will continue to be so. AWS is Amazon’s focus for the future. You completely miss the point to attempt to make your terrible argument
Posted on 10/26/20 at 1:11 pm to Upperdecker
quote:
I’ve successfully refuted you
quote:The $40 billion Pentagon contract was revenue, not profits. I was referring to revenue amounts when I mentioned AWS is a fraction of Amazon's business.
of course you bring up revenue vs profits.
YOU changed the topic to profits after the discussion has been about revenue numbers from the start. And even then you didn't include a link to prove where you got your numbers....as usual.
You're pathetic in your desperation.
Posted on 10/26/20 at 1:44 pm to LSURussian
quote:
This isn’t a lot of money for Microsoft relative to the increase in share price over that time. And a single win with the government does not mean Amazon suddenly has a decreased reputation. If that was the case, Amazon would have shown some share price reduction. Obviously it has not
This is what I said. You then suggested that Amazon would not show share price reduction bc “AWS is only a small fraction of their business”. I proved that AWS is a large portion of the business. This part of the topic was not about revenue numbers. You’re creating your own rules or you can’t keep your points separated in your head.
And my numbers are from the CNBC article on the June 2020 earnings report. Google it. It’s not that hard
Posted on 10/26/20 at 2:59 pm to Upperdecker
I quoted the NYTimes article:
You're either forgetful, dishonest or you simply can't read. And you're definitely a stalker.
We've highjacked this thread enough. I'm out.
quote:To which YOU replied:
Landing the JEDI contract puts Microsoft in a prime position to earn the roughly $40 billion that the federal government is expected to spend on cloud computing
quote:
This isn’t a lot of money for Microsoft
quote:It was 100% definitely about revenue, not profits. Nowhere up to that point was profit even mentioned. Only the amount the Pentagon was going to be paying MSFT "over several years."
And now you claim:quote:
This part of the topic was not about revenue numbers.
You're either forgetful, dishonest or you simply can't read. And you're definitely a stalker.
We've highjacked this thread enough. I'm out.
Posted on 10/26/20 at 3:10 pm to LSURussian
Two different sub topics dude, like I said you can’t keep it straight in your head
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