AZRE

Microsoft’s latest quarter: Warts on display; Opportunities on the horizon I don’t usually write about specific quarterly results for different companies. I realize that many readers are anxious to see an evaluation of quarterly results in the shortest possible time. I used to do that as part of my job as a brokerage analyst; for the most…

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Summary Microsoft reported another blow-out quarter last week. The company handily exceeded prior consensus estimates for revenues and EPS and most analysts raised forward estimates and price targets. Azure revenues continue to outperform and rose 85% in constant currency, again, out-growing AWS on a percentage basis. Other major stars last quarter were gaming with 39%…

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