Latest ideas and analyses related to Azure

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AMZN , MSFT , NET , FSLY

+1 pts



thanks...

By i_sarut on Nov. 30, 2021, 7:20 a.m.
Tagged topics: Azure , deep dive , edge computing , disruptive technology

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MSFT , AMZN , NET , FSLY

+52 pts



In the race to the "Edge", $NET currently has a solid lead

By phenphen on Nov. 15, 2021, 11:28 a.m.
Tagged topics: Azure , deep dive , edge computing , disruptive technology

Views: 313, Votes: 10, Responses: 1, Attachments: 1
MSFT

+43 pts



$MSFT - reacceleration of #Azure bodes well for the coming quarters

By mooreideas on Oct. 27, 2021, 12:10 p.m.
Tagged topics: Azure , earnings results , big tech , beat and raise , Microsoft Cloud

Views: 207, Votes: 5, Responses: 0, Attachments: 2
GOOGL , MSFT , AMZN

+37 pts



$GOOGL - Jefferies hosted cloud expert sees no slowdown

By mooreideas on Oct. 12, 2021, 12:55 p.m.
Tagged topics: digital transformation , AWS , Azure , Google cloud , Jefferies

Views: 67, Votes: 3, Responses: 0, Attachments: 2
MSFT , AMZN , GOOGL

+34 pts



$MSFT - Barclays believes Azure's share gain momentum will reaccelerate as enterprise IT spending springs back in 2H

By mooreideas on Aug. 4, 2021, 3:23 p.m.
Tagged topics: AWS , Azure , Google cloud , market share gains , IT spending , Barclays

Views: 138, Votes: 1, Responses: 0, Attachments: 2
MSFT

+37 pts



$MSFT - Goldman believes Commercial Cloud is growing 1-2 years ahead of expectations, indicates Azure customers taking longer duration contracts

By mooreideas on July 28, 2021, 11:03 a.m.
Tagged topics: AWS , Azure , Google cloud , earnings results , secular growth , beat and raise , Goldman Sachs

Views: 166, Votes: 4, Responses: 0, Attachments: 2
MSFT

+32 pts



$MSFT - Goldman expects strong Q4, sees stock extending its outperformance as Commercial Cloud has potential to double its business

By mooreideas on July 23, 2021, 12:59 p.m.
Tagged topics: Azure , earnings preview , secular growth , Goldman Sachs , Office 365 , Commercial Cloud

Views: 175, Votes: 1, Responses: 0, Attachments: 2
MSFT , T , AMZN , EQIX , DOX , AKAM , FSLY , NET , RNG

+31 pts



$MSFT, $T - Oppenheimer says AT&T outsourcing Core 5G Network to Azure is a 'win-win', helps MSFT gain cloud share vs AWS

By realjoe on July 1, 2021, 2:43 p.m.
Tagged topics: AWS , Azure , market share gains , Oppenheimer , 5G network

Views: 230, Votes: 1, Responses: 0, Attachments: 3
MSFT

+1 pts



good post...

By drmikeinvest on April 25, 2021, 9:14 p.m.
Tagged topics: digital transformation , Azure , earnings preview , IT spending , Goldman Sachs , upside to estimates

Views: 2, Votes: 1, Responses: 0, Attachments: 0
MSFT

+32 pts



$MSFT - Goldman expects continued strong momentum for cloud growth, sees upside to estimates for Q3 results next week

By rIsILAwr on April 23, 2021, 6:06 p.m.
Tagged topics: digital transformation , Azure , earnings preview , IT spending , Goldman Sachs , upside to estimates

Views: 172, Votes: 1, Responses: 1, Attachments: 8
AMZN , GOOGL , MSFT , SNOW

+1 pts



BUYING HERE...

By johnoneoff on April 7, 2021, 12:31 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 3, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+1 pts



Really good post!...

By fixesar on April 7, 2021, 12:18 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+1 pts



Really good post!...

By fixesar on April 7, 2021, 12:18 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , AMZN , MSFT , SNOW

+30 pts



$GOOGL - Jefferies-hosted industry insider expects Google Cloud's partner bookings to double this year

By labjordan on April 7, 2021, 12:14 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 185, Votes: 1, Responses: 1, Attachments: 2
CRM , MSFT , T , FSLY , VZ , DOX , EGHT , EQIX

+5 pts



Nice

By beat_the_street on April 3, 2021, 5:26 a.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

Views: 2, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+5 pts



nice

By johnoneoff on April 1, 2021, 3:57 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+5 pts



Nice

By beat_the_street on April 1, 2021, 3:33 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MSFT , GOOGL

+20 pts



$MSFT - Morgan Stanley says Discord would be a big step in Microsoft's plan to build 'the Netflix of Gaming', also sees migration of Discord from GCP to Azure as a huge win

By phenphen on April 1, 2021, 3:23 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 301, Votes: 5, Responses: 4, Attachments: 10
SNOW

+5 pts



Nice

By beat_the_street on March 31, 2021, 7:32 p.m.
Tagged topics: analyst checks , AWS , Azure , Google cloud , software , corporate culture , Deutsche Bank , Frank Slootman , former employees , cloud , sales quota

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SNOW

+41 pts



$SNOW - Deutsche speaks to former Snowflake execs, who suggest Slootman's aggressive style brought greater discipline but also caused many sales reps to struggle

By rIsILAwr on March 31, 2021, 12:45 p.m.
Tagged topics: analyst checks , AWS , Azure , Google cloud , software , corporate culture , Deutsche Bank , Frank Slootman , former employees , cloud , sales quota

Views: 204, Votes: 4, Responses: 1, Attachments: 5