View Post

Microsoft Beat Earnings, Smashes Revenue Estimates

In Technology News by Daniel NewmanLeave a Comment

Microsoft beat earnings and smashed revenue estimates in today’s earnings report. While a big deal was made by some of the Azure slowdown in growth, that is to be expected. Microsoft is a company that has momentum. For investors, they are a company that no matter how high the price of the stock goes, it’s hard to bet against them over the long term. I believe the Azure business will settle in and continue double-digit growthI do expect the Azure business to settle in and continue its significant double-digit growth, but hey, 40-70% YoY is a number everyone should feel good about.

View Post

Demand Grows for Microsoft Dynamics 365 and Power Platform

In Cloud, Digital Transformation by Daniel NewmanLeave a Comment

Demand continues to grow for Microsoft Dynamics 365 and Power Platform, and with good reason. Simplifying business applications, allowing customers to do more with their data (and more easily use that data), and AI, are key areas of focus. Additionally, Microsoft’s clear advantage is Azure. I expect Microsoft Business Applications + Azure Cloud to continue to serve as the foundation for companies looking to expedite their ambitions of transformation with data and AI.