We believe that Microsoft is one of the best-positioned companies in our coverage to outperform over the next several years. Microsoft is becoming a strategic partner in enterprises’ digital transformations, and key parts of its portfolio (Azure and O365) are serving mission-critical functions. With the unmatched depth and breadth of its technology portfolio, we believe that the company has multiple levers to grow revenue, margins, and its customer base over the next several years, evidenced by multiyear double-digit revenue growth at an unmatched scale. Read More...
We believe that Microsoft is one of the best-positioned companies in our coverage to outperform over the next several years. Microsoft is becoming a strategic partner in enterprises’ digital transformations, and key parts of its portfolio (Azure and O365) are serving mission-critical functions. With the unmatched depth and breadth of its technology portfolio, we believe that the company has multiple levers to grow revenue, margins, and its customer base over the next several years, evidenced by multiyear double-digit revenue growth at an unmatched scale.
Add Comment