Microsoft’s earnings report: When great isn’t good enough
Reporting after-hours today, April 27, Microsoft (MSFT) beat analyst expectations on revenue (reporting $41.7 billion versus a Wall Street forecast of $41.05 billion) and earnings per share (reporting $2.03 a share versus $1.78 a share.) And still shares fell by 2.62%...
Microsoft buys Nuance to strengthen AI position
Microsoft (MSFT) will buy speech-recognition pioneer Nuance Communications (NUAN) for $19.6 billion in cash. The move will speed Microsoft’s ambitions in the healthcare digital record keeping market. Microsofts goal is to use voice recognition technology to...
Microsoft blows away analyst earnings projections after close today; Apple and Facebook report tomorrow
Microsoft (MSFT) reported its earnings for the company’s fiscal second quarter 2021 earnings today, Tuesday, January 26, after the close. Revenue of $43.1 million easily beat Wall Street projections of $40.2 billion. Earnings per share of $2.03 crushed...
Are tech stocks the new hedge against slow economic growth?
The economic news today was at best “not terrible.” Initial claims for unemployment for the week showed a job market recovery that has stalled. Treasury Secretary Steve Mnuchin and House Speaker Nancy Pelosi adjourned their talks for another day without...
Microsoft’s growth disappoints Wall Street in yesterday’s earnings report
Shares of Microsoft (MSFT) were down 4.35% as of the close today in spite of the company’s strong beat of Wall Street projections for the company’s fiscal fourth quarter that ended on June 30. The company reported earnings of $1.46 a share, versus Wall...
Microsoft’s earnings beat last night sets up Amazon and Apple earnings to come
Last night, October 23, after the market close, Microsoft (MSFT) reported earnings and revenue beats for its fiscal first quarter. Revenue climbed 14% year over year, beating Wall Street forecasts by $860 million. Earnings of $1.38 a share exceeded Wall Street...
Warfare in the cloud as Microsoft and Amazon report earnings this week
This week brings an earnings “showdown” between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft’s cloud...
The tech ETF is actually Apple and Microsoft and a bunch of little guys
The Technology Select Sector SPDR ETF (XLK) may indeed follow the technology sector of the Standard & Poor’s 500 stock index. But don’t expect much in the way of diversification from the ETF. The latest figures on Yahoo Finance show that 19.55% of the...
Market rally today expands on last week’s “Microsoft rally”
Technology stocks drove the market higher today in an expansion of last week’s subdued but important “Microsoft rally” on that company’s earnings. With earnings from Facebook (FB), Alphabet (GOOG), and Amazon (AMZN) on tap on Wednesday and...
Raising target price on Microsoft in Jubak Picks Portfolio after earnings
Going into yesterday’s earnings report from Microsoft, I felt torn. On the one hand, the stock had hit an all time record high on the strong guidance for the June quarter back in April. How much higher could the stock go? Would guidance for the September quarter...
Next earnings season test after Netflix? Microsoft
The Netflix (NFLX) drop yesterday (14.27%) and today (5.24%, which actually showed a recovery from the after-hours tumble) on the company’s disappointing guidance for the third quarter says that we’re still on track for a test of the earnings rally. But...
Adding Microsoft to my Jubak Picks portfolio–hoping for a July “miss” like that in April
As I wrote in Part 3 of my Special Report “Investing in a Late Cycle Market,” (available to subscribers to my paid JubakAM.com site), I’m adding Microsoft to my Jubak Picks portfolio. The April third quarter earnings “miss” sets Microsoft...Jim’s Daily Email Alerts:
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