Microsoft Stock Predictions: JEDI Cloud Contract Win Is A Big Boost To 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

  • Investors should increase their long-term position on Microsoft.
  • Microsoft outplayed IBM, Amazon, and Google. Microsoft recently won the hotly contested 10-year $10 billion U.S. Joint Enterprise Defense Initiative or JEDI cloud-computing contract.
  • Going forward, this contract win can add $1 billion/year in new revenue to Microsoft’s fastest-growing segment, Intelligent Cloud.
  • The halo effect of the JEDI cloud computing contract victory will attract more enterprise/government customers away from Amazon Web Services.
  • The U.S. government’s JEDI contract obviously needed the best security and reliability. Microsoft Azure’s reputation therefore was greatly enhanced from this contract win.

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MSFT Stock Forecast: Microsoft Can Be A Profitable Vendor Of Surface Android Phones

motek 1This 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 investors should applaud Satya Nadella’s decision to release Microsoft Surface-branded Android phones next year.
  • The Surface brand now covers smartphones, tablets, laptops, and desktop computers.
  • It was Nadella who killed the Windows Phone and Windows 10 Mobile smartphone business. However, he finally realized the smartphone is a key device for productivity.
  • After making good on his cloud-first initiative, Nadella now wants to fulfill his mobile-first vision for Microsoft.
  • You cannot fully implement a mobile-first approach to marketing your software products without risking it also on selling the computers for them.

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Computer Stocks Based on Deep Learning: Returns up to 62.2% in 1 year

Computer
Package Name: Computer Industry
Recommended Positions: Long
Forecast Length: 1 year (7/26/2018 - 7/26/2019)
I Know First Average: 9.51%

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Computer Stocks Based on Artificial Intelligence: Returns up to 67.86% in 1 year

Computer
Package Name: Computer Industry
Recommended Positions: Long
Forecast Length: 1 year (7/24/2018 - 7/24/2019)
I Know First Average: 16.55%

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MSFT Stock Prediction: Clouding Services Will Determine Microsoft’s Future


This article was written by Gabriel Rodan, a Financial Analyst at I Know First.

Summary:

  • Growth driven by Cloud Services at 27% and Azure at 73% Growth at Azure.
  • Strong balance sheet, fundamentals and future growth prospects justify rich valuation of 28 times earnings
  • Consolidating near important technical levels within range of $123 and $131 after yearlong rally with possibility of continuation to upside

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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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Best Shares To Buy Based on Deep-Learning: Returns up to 12.16% in 1 Month

Computer
Package Name: Computer Industry Stocks
Recommended Positions: Long
Forecast Length: 1 Month (03/31/2019 - 05/01/2019)
I Know First Average: 7.26%

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Stock Screener Based on Big Data Analytics : Returns up to 9.15% in 7 Days

Computer
Package Name: Computer Industry Stocks
Recommended Positions: Long
Forecast Length: 7 Days (04/24/2019 - 05/01/2019)
I Know First Average: 0.36%

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