MSFT

Earnings season got underway in earnest last week. It was not a great week for the software names. The IGV fell a couple of percent and the CLOU index was unchanged. The CLOU index benefited significantly from the announcement that one of its heavily weighted constituents, Proofpoint, is being acquired by the PE firm, Thomas…

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As subscribers are aware, it is my practice to review the earnings for most of our portfolio companies-and a few other companies that are likely to be of interest to many subscribers. I will comment briefly on the quarter that Microsoft reported. In fact, it was fantastic. Just about every business metric that most investors…

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Prosperity in the time of the Virus Although the impact of the virus on the economy is pervasive, the fact is that some companies, depending on their product set, and sales execution have shown more resilience than others. These are not “virus” stocks. There is no positive correlation between demand for their products and the…

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This week and next week are a seasonal peak in earnings reports for the quarter ending 3/31. I don’t expect to write on every single name in the next few days, but will try to concentrate on those that are interesting or are in one of our two model portfolios. The most interesting story so…

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The parade of earnings continues and for the most part results of the IT vendors reporting have been quite strong. There have been a few disappointments to be sure of which FB is the most prominent. FB is not a company I really review and obviously it appeals to some class of investors/analysts who are…

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Symantec Symantec shares closed down about 10% on Monday after initially trading down 17%. Rumors have swirled with regard to the negotiations between Symantec and Broadcom regarding the latter’s attempt to buy the former. Information has been that Symantec has a minimum price in mind of $28/share and that Broadcom, after some additional due diligence,…

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Summary Microsoft reported yet another quarter of very strong results. The upside was partially a function of market share gains in the cloud. This time around, the company saw respectable growth in Windows that lead to a blow-out quarterly result. Microsoft shares have been quite strong for some time now. But the opportunity for further…

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Summary Microsoft reported its results for the December quarter last week-basically the results on a headline basis were no better than in-line and were received with a shrug. Microsoft shares have been in a relatively long period of consolidation and have under-performed the software index for a year. Microsoft guidance was consistent with prior expectations,…

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I am trying to provide brief commentary about companies that may be of interest to subscribers-but I realize there are many other names of interest to some on which I have not commented. Eventually, I will get to them. Thematically, Q4 results that have been reported by IT vendors are very strong. Not across the…

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Wednesday afternoon was marked by a host of enterprise software companies announcing their results. Included in this afternoon’s group were Aspen Tech (AZPN), Citrix (CTXS), PTC (PTC), ServiceNow (NOW), Pluralsight (PS) and of course Microsoft (MSFT).  Of these 6 companies, 5 reported very strong quarters and most of them raised guidance, in some instances by…

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