Company Name: Microsoft Corporation

Microsoft Corp. (NASDAQ: MSFT)-Strong Q2 / Growth Potential Already Priced-In

Q2 revenue was mainly driven by 51.2% YoY growth in the gaming segment coupled with sustained revenue growth in server products and cloud services (25.8% YoY). We expect server products and cloud services to sustain growth momentum as we believe flexible work arrangements will continue to be part of business operations post-pandemic.

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Microsoft Corp. (MSFT) – Q1 Revenue Inline, but EPS Beat Our Expectations

Highlights: Q1-FY2021 (quarter ended September 30, 2020) revenue was up 12% YoY, inline with our expectation, but beat market consensus by 4%. As expected, revenue was driven by a surge in demand for cloud services amid a work from home environment due to the pandemic. We expect a high percentage of businesses to move to a permanent work-from-home environment, even after the pandemic. This is positive for MSFT, and other cloud providers, as the recent surge in demand for cloud products will likely stay.

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