MSFT Stock Forecast: Why Microsoft Is Set To Lead In Cloud Gaming

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Microsoft has spent more than a decade competing against Sony’s PlayStation in video games hardware/software sales.
  • Two days ago, Microsoft and Sony announced a new partnership in cloud gaming. This was a necessary alliance against Google’s Stadia platform.
  • Microsoft needed Sony’s expertise in streaming video games from its years of operating PlayStation Now. Sony needed Microsoft’s Azure global cloud platform.
  • Microsoft’s Azure data center/server farm network is more successful than Google Cloud. Azure therefore gives Sony a better way to grow PlayStation Now.
  • The extra revenue from hosting the streaming video games of Sony can further boost Microsoft’s cloud computing revenue.

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MSFT Stock Forecast: Why Microsoft Needs A More Popular Browser

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • We all know why Microsoft was forced to build a web browser based on Google’s Chromium code.
  • Microsoft desperately needs more people to use its Edge browser.
  • Using its rival’s very popular browser universal framework Chromium to build a new version of Edge is smart.
  • The more people who use Microsoft software/apps, the better it is for the company’s growing digital advertising business.

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Microsoft Stock: Strong-Arm Tactic Will Compel Windows 7 Holdouts To Upgrade

Microsoft Stock:

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Windows 7 was released almost 10 years ago. Microsoft stock has a headwind from the fact that Windows 7 still touts more than 36% market share.
  • Microsoft failed to meet its target of 1 billion devices on Windows 10 partly because many business and home users refused to upgrade from Windows 7.
  • Windows 7 support will end on January 24, 2020. Only volume licensed Windows 7 Pro and Windows 7 Enterprise versions will get paid extended support.
  • The expensive fees that Microsoft will charge Windows 7 Pro and Windows 7 Enterprise volume license owners will force them to upgrade to Windows 10.
  • I commend this strong-arm tactic of Microsoft. Microsoft is better off when most Windows 7 users are compelled to upgrade to Windows 10.

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MSFT Stock Forecast for 2019: Why Microsoft Is Now A Safer Long-Term Investment Than Apple

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • The software-centric business of Microsoft makes it a safer long-term investment than Apple.
  • Unlike Apple, Microsoft has zero hardware exposure to China’s cold war with Trump. The smartphone business has reached peak status and is already on the decline.
  • While Apple is growing its Services business segment, Microsoft’s cloud-first Software-As-A-Service will always generate the bigger revenue/net income.
  • Like Apple and its iTunes iOS platform, Microsoft is also a giant beneficiary of the growing video games industry.
  • I Know First has a very bullish 12-month market trend forecast for MSFT.

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Microsoft Stock Forecast: How MSFT Stock Reclaimed the Crown as the World’s Most Valuable Publicly Traded Company

“Success is a lousy teacher. It seduces smart people into thinking they can't lose.” – Bill Gates

Summary:

  • The current Market Cap for Microsoft is $860 Billion dipping slightly below Amazon and Apple.
  • Microsoft reduced its reliance on Windows software for PCs and became a major player in cloud computing.
  • Microsoft's commercial cloud revenue, which primarily consists of revenue from Office 365 commercial, Azure, Dynamics 365, and other cloud properties, captures the extraordinary momentum of the cloud-driven growth engine.

Source: Coolcaesar via Wikimedia


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Microsoft Stock Forecast: Why On-Premise Office 2019 Is Still Important For Microsoft

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • I will upgrade my Office 2016 to the new 2019 version once Microsoft launches the home version. Office 2019 is currently only available for business users.
  • There are hundreds of millions like me who prefer the offline version of Microsoft’s productivity suite.
  • Microsoft will keep on updating its on premise Office suite because Office 365 is not going to reach 300 million active users anytime soon.
  • As of October 2018, there are only more than 135 million active commercial users of Office 365. This is in spite of its platform-agnostic design.
  • Businesses and ordinary Office users who do not rely too much on online collaboration will find it smarter to just a perpetual license for Office 2019.
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MSFT Stock Forecast: Cloud Computing Keeps Microsoft Afloat In Race With Amazon

 

This article was written by Julia Masch, a Financial Analyst at I Know First.

 

“Our investments and business model are fundamentally aligned with our customers' long-term interests and success. This opportunity and responsibility grounds us in our mission to empower every person in every organization on the planet to achieve more”

- Satya Nadella, chief executive officer of Microsoft.

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