Latest ideas and analyses related to Azure

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MSFT , AMZN , GOOGL

+33 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: 92, 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: 113, Votes: 4, Responses: 0, Attachments: 2
MSFT

+31 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: 114, 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: 164, Votes: 1, Responses: 0, Attachments: 3
MSFT

+1 pts





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: 1, 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: 118, Votes: 1, Responses: 1, Attachments: 8
AMZN , GOOGL , MSFT , SNOW

+1 pts





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

+1 pts





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





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: 112, Votes: 1, Responses: 1, Attachments: 2