Heading into earnings, analysts at Bank of America Merrill Lynch, KeyBanc Capital Markets and Stifel signaled they were expecting annualized Azure growth to fall to about 68%, which would be the lowest level in at least four years. The moderating Azure growth is more about the law of large numbers than falling demand, Stifel analysts led by Brad Reback, who rate Microsoft as a buy, wrote in a note distributed to clients on Sunday.
"Our partner conversations this quarter continued to emphasize Azure's momentum, which are enabling the company to significantly outpace the overall market's growth as they see Azure contract commitments seeing significant uplift in terms of contract value and duration," Goldman Sachs analysts led by Heather Bellini, who have a buy rating on Microsoft stock, wrote in a Thursday note.
이 소식을 빠르게 읽을 수 있도록 요약했습니다. 뉴스에 관심이 있으시면 여기에서 전문을 읽으실 수 있습니다. 더 많은 것을 읽으십시오:
대한민국 최근 뉴스, 대한민국 헤드 라인
Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.
Netflix is set to report earnings after the bellThe report is a chance for Netflix to prove how it plans to compete against legacy media companies that are now expanding into streaming. Up or down?
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »
Morgan Stanley is set to report second-quarter earnings – here's what the Street expectsUnder CEO James Gorman, Morgan Stanley has emphasized its wealth management division, a far steadier business than its trading operations. Do earnings reports matter any more on Wall Street ? I say 50/50
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »
Bank of America is set to report second-quarter earnings — here's what the Street expectsAnalysts and investors are keen to find out how looming interest rate cuts will impact the second biggest U.S. lender by assets.
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »
Earnings Watch: Why Microsoft is suddenly the most valuable company in Big TechIt was just a year ago that the debate about trillion-dollar market caps focused on Apple Inc. and Amazon.com Inc., but Microsoft has held that title to... Microsoft is only good at one product. If they aren't involved with China Love the art! Good job!
출처: MarketWatch - 🏆 3. / 97 더 많은 것을 읽으십시오 »
Trader hedges bet against Microsoft into earnings—here's howMicrosoft gets a bearish bet ahead of its Thursday earnings report, and it could be a smart way to play the stock, experts say.
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »
Stocks set to decline for third straight session as earnings remain in focusU.S. stocks were on track for a third straight decline on Thursday as investors monitored corporate earnings and trade developments. The S&P 500 fell...
출처: MarketWatch - 🏆 3. / 97 더 많은 것을 읽으십시오 »