lcva2 Intro & Thesis It's been almost a year since I initiated my coverage of Microsoft (NASDAQ:MSFT) (NEOE:MSFT:CA). Since then, the stock has appreciated by 29.3%, just 4% shy of the S&P 500's return of 33%. Usually, I prefer not to post quarterly updates for companies that get a lot of coverage, such as MSFT because seeking alpha analysts do a good job of analyzing the quarterly results. But I feel now is the right time to post an update regarding my investment thesis given the recent FY2024 results, ...

OpenAI reportedly aims to raise “several billion dollars” in a funding round that would value at above $100 billion.The round is being led by Thrive Capital and will include participation by Microsoft, The Wall Street Journal reported Wednesday (Aug. 28), citing unnamed sources.OpenAI did not immediately reply to PYMNTS’ request for comment.When employees sold shares in late 2023, OpenAI was valued at $86 billion, according to the report.The latest funding round comes at a time when there is fierce competit ...

Microsoft (MSFT) closed at $410.60 in the latest trading session, marking a -0.78% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.6% for the day. Meanwhile, the Dow experienced a drop of 0.39%, and the technology-dominated Nasdaq saw a decrease of 1.12%.Shares of the software maker have depreciated by 2.15% over the course of the past month, underperforming the Computer and Technology sector's gain of 2.97% and the S&P 500's gain of 3.15%.The upcoming earnings rel ...

会议主要讨论的核心内容 Dynamics 365业务现状 - 公司的Dynamics 365业务正在持续增长,去年云业务增长20%,达到约65亿美元规模 [10] - 客户正在大量投资AI技术,希望能带来明确的业务价值,如降低成本或提升销售收入 [11][12][13][14] - 行业竞争环境加剧,客户对AI应用的期望和需求不断提高,这将推动行业格局的变化 [15][16][17] Copilot在Dynamics 365中的应用 - 公司推出了10多个针对不同业务场景的Copilot解决方案,如销售、服务、财务等 [18][19][20][21][22][23][24][25][26][27][28] - Copilot的关键在于能够理解和融合客户的业务流程、数据和内容,而不是单一的通用模型 [20][21][22][23][24][25][26] - 公司已有200多万用户在积极使用Copilot,未来会继续推动Copilot在各业务场景的深度应用 [27][28] Power Platform战略 - Power Platform的目标是让更多普通用户也能成为开发者,未来可能有10倍的用户增长空间 [42][43][44][45][46][47][48] - 引入AI技术将进一步提升Power Platform的易用性和开发效率,加速实现人人可编程的目标 [53][54][55][56][57][58][59][60][61][62][63][64][65] - Copilot Studio作为定制和扩展Copilot能力的关键工具,已有5万多家组织在使用 [70][71][72][73][74][75][76][77][78][79] Dynamics 365在大型企业的应用 - 公司正在努力推动Dynamics 365在大型企业市场的应用,已有多家大型企业客户成功实施 [84][85][86][87][88][89][90][91] - 采取模块化、分步迁移的策略,而不是全面替换大型ERP/CRM系统,有助于提高客户接受度 [86][87][88][89][90][91] Copilot在客户服务中的应用 - 公司在客户服务领域布局了包括Copilot Studio、Dynamics 365 Contact Center等一系列解决方案 [95][96][97][98][99][100][101][102][103][104][105] - 这些解决方案能够提供丰富的上下文信息,有助于Copilot提供更智能、自动化的客户服务体验 [95][96][97][98][99][100][101][102][103] - 公司内部已经广泛应用这些AI驱动的客户服务解决方案,取得了显著的业务成果 [103][104][105] 问答环节重要的提问和回答 关于Copilot的技术原理和发展趋势 - Copilot的核心是将大语言模型与业务流程、数据等上下文信息相结合,提升针对性和适用性 [32][33][34][35][36][37][38] - 未来Copilot将进一步简化用户交互,更多使用自然语言、图像等方式,降低使用门槛 [55][56][57][58][59][60][61][62] 关于Power Platform的市场机会 - Power Platform的目标用户群可能是当前Office用户的10倍,未来增长空间巨大 [42][43][44] - 引入AI技术将进一步提升Power Platform的易用性和开发效率,加速实现人人可编程的目标 [53][54][55][56][57][58][59][60][61][62][63][64][65] 关于Dynamics 365在大型企业的应用 - 公司正在采取模块化、分步迁移的策略,帮助大型企业客户逐步实现Dynamics 365的应用 [86][87][88][89][90][91] - 这种方式有助于提高客户接受度,并逐步扩展到更多业务流程 [86][87][88][89][90][91] 关于Copilot在客户服务中的应用 - 公司在客户服务领域布局了一系列解决方案,能够提供丰富的上下文信息,提升Copilot的智能化水平 [95][96][97][98][99][100][101][102][103] - 这些AI驱动的客户服务解决方案已在公司内部广泛应用,取得了显著的业务成果 [103][104][105]

The stocks listed here have all been increasing their payouts for more than 15 consecutive years.Dividend growth stocks can make for ideal long-term investments. These are stocks which have shown a commitment to not just paying dividends but increasing their payouts over time. That can be difficult to do amid varying economic conditions,l and long streaks are often due to the underlying business having strong and versatile operations.Here are three dividend growth stocks that may announce another round of d ...

Dublin, Aug. 27, 2024 (GLOBE NEWSWIRE) -- The "Internal Communications Strategies with M365: How to Maximize SharePoint, Teams, Viva & Copilot" conference has been added to ResearchAndMarkets.com's offering. Immerse yourself in a three-day journey tailored to employee communications professionals. This experience will equip you with step-by-step guidance on leveraging the M365 toolkit to engage your workforce effectively amidst evolving technology. Don't miss out on this opportunity to enhance future progr ...

报告评级 - 报告给予微软(MSFT)持有评级 [65] 报告核心观点 - 微软2025-2027财年收入将保持13.4%的CAGR增长,净利润CAGR为13.9% [64] - 根据DCF估值,给予微软目标价450美元,对应2025财年利润的31.1倍PE,较当前价格有7.7%的提升空间 [65] 收入情况总结 - 本季度公司收入为647亿美元,同比增长15.2%,高于预期 [11] - 其中产品收入132亿美元,同比下降22%;服务及其他收入515亿美元,同比增长31% [11] - 公司预计FY2025Q1财季收入区间为638-648亿美元,同比增长12.9%-14.7%,中值不及一致预期 [28] 利润情况总结 - 本季度毛利率为69.6%,同比下降50bps,高于预期 [11] - 经营利润率为43.1%,同比下降10bps [11] - GAAP净利润为220亿美元,同比增长10%,持平一致预期 [11] 智能云业务 - 智能云收入同比增长19%至285亿美元,经营利润率为45.1% [30] - Azure收入同比增长29%至203亿美元,其中AI贡献了约8个点收入增速,但不及预期的30%增速 [31] - Azure的利润率有所改善,主要由于AI基础设施的规模效应逐渐显现 [27] 生产力和商业流程业务 - 生产力和商业流程收入同比增长11%至203亿美元 [51] - M365商业版收入同比增长13%至121亿美元,ARPU增长5%主要来自E5用户和Copilot订阅,但增速环比下降 [52] 更多个人计算业务 - 更多个人计算收入同比增长14%至159亿美元 [56] - Windows系统收入同比增长7%,PC市场补库存需求反弹 [57] - 游戏业务收入同比增长44%,主要由动视暴雪的贡献 [58] 风险因素 - 云计算市场竞争风险 [67] - PC出货量下降风险 [68] - Arm冲击PC生态风险 [69] - 市场情绪风险和汇率风险 [70]

Microsoft and Apple have been battling for 40 years. Who's got the upper hand now?Microsoft (MSFT -2.02%) and Apple (AAPL -0.83%) have been tech archrivals for roughly 40 years, since the dawn of the personal computer.The two companies have different routes to dominance of the tech industry. Microsoft has largely climbed the ladder through its ubiquitous Windows operating system, dominance of enterprise software, and, more recently, its strength in cloud infrastructure. Apple, meanwhile, has reached a marke ...

There is a wide gap between the most expensive and cheapest trillion-dollar stock, according to one widely used valuation metric.Six U.S. companies are valued at $1 trillion or more, and they all operate in the technology sector:Apple (AAPL -0.83%): $3.44 trillionMicrosoft (MSFT -2.02%): $3.16 trillionNvidia (NVDA -3.70%): $3.14 trillionAlphabet (GOOGL -1.24%) (GOOG -1.28%): $2.07 trillionAmazon (AMZN -2.21%): $1.87 trillionMeta Platforms (META -0.60%): $1.33 trillionAll of these companies are profitable, s ...

These stocks can thrive even with a market sell-off.Volatility is back.Investors began August falling off a cliff due to a combination of weak economic data, including higher unemployment and the unwinding of the carry trade when the Bank of Japan raised interest rates on the yen. Concerns that the AI boom could be fading also weighed on tech stocks.The S&P 500 lost 6% in the first three sessions, while the Nasdaq Composite gave up 8%. However, both indexes rapidly recovered their losses as better economic ...