MSFT Stock Analysis for Dummies

In the last 5 years MSFT stock has increased approximately 4.5x. At a high level, what has been the most important 1-3 points that have helped Microsoft significantly?

Office 365 mail?

Office 365 apps and subscription model?

General enterprise licensing increases?

Azure revenues?

Other?

I missed out on this MSFT stock boom in the 2010s.

Conversation 5 comments

  • simont

    Premium Member
    20 February, 2020 - 5:04 pm

    <p>Nokia and Windows phone!!!</p>

  • ABT

    20 February, 2020 - 6:03 pm

    <p>Good one, simont. More seriously, my guess would be Azure growth. I imagine most analysts project continued aobve average growth in the cloud segment, which as I uderstand, scales very well (from a profit perspective). I think another big contributor would be the aggressive cost cutting in consumer R&amp;D spending as well as middle management has trickled straight down to the bottom line.</p>

    • anoldamigauser

      Premium Member
      21 February, 2020 - 12:10 pm

      <blockquote><em><a href="#522162">In reply to ABT:</a></em></blockquote><p>Yep, everything that is a subscription, so Azure, Microsoft/Office 365, Enterprise agreements and software assurance. Wall Street loves what they like to call visibility into earnings, and that is what the subscription model gives a company.</p>

      • darkgrayknight

        Premium Member
        21 February, 2020 - 4:27 pm

        <blockquote><em><a href="#522377">In reply to AnOldAmigaUser:</a></em></blockquote><p>Yeah, this is the main reason for the continuing move by most software companies to subscription models.</p>

  • techguy33

    22 February, 2020 - 11:02 pm

    <p>Boom during Ballmer's tenure? Ha..good one.</p>

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