What podcasts say about Microsoft Corporation
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Microsoft Corporation
12 statements · 4 positive · 7 negative · 1 neutral
Microsoft outages have caused customers to move business elsewhere.
“it has suffered outages. It has led customers to take on new business.”
Open the episode · Oracle After Earnings, Microsoft Rallies, Adobe DisappointsListen at 2:24
Analysts expect Microsoft revenue to increase 15% year over year.
“Analysts are expecting a 15% increase from a year earlier.”
Open the episode · Meta Mixed, Microsoft Drops, Seagate Rises on Strong ResultsListen at 2:17
Microsoft has the lowest earnings expectations among the discussed companies.
“where expectations are really low, I would say it's Microsoft for me”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 1:31
Microsoft shares will react negatively to a significant capital expenditure increase.
“I expect a negative reaction if they significantly raise their capex”
Open the episode · Week Ahead: Microsoft, Meta, AppleListen at 2:20
Microsoft stock has declined 20% year to date.
“Microsoft is down 20% year to date.”
Open the episode · Microsoft Drops, JetBlue Falls, Strategy Falls After Selling $216 Million of BitcoinListen at 1:51
Microsoft may perform poorly in an AI-dominated environment.
“it's due to concerns that the company is not going to fare well in a world marked by artificial intelligence.”
Open the episode · Concentrix and Digital Reality Lower; AVAV JumpsListen at 3:45
Analysts say Microsoft is valued at its cheapest level in a decade.
“Lots of analysts though out there say it is valued at the cheapest we've seen in decade for Microsoft.”
Open the episode · Concentrix and Digital Reality Lower; AVAV JumpsListen at 4:02
Microsoft is currently valued at its cheapest level in a decade.
“It's valued right now at the cheapest in a decade”
Open the episode · Closing Bell: Rocket Lab Soars, Super Micro Sinks, Verizon FallsListen at 4:53
Microsoft is on track for its largest monthly percentage decline since December 2000.
“Microsoft's on track for its biggest one month percentage drop since December of 2000”
Open the episode · Onsemi to Buy Synaptics; Rocket Lab Extends Gain; Microsoft Eyes Worst Month Since 2000Listen at 3:48
Microsoft’s broad low-priced platform is less exposed to AI disruption.
“that platform's worth a lot more. There's less at risk.”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 7:34
Microsoft has shifted from low capital expenditure to heavy AI-related spending.
“Microsoft that's gone from low CapEx to now a big capital spender because it's spending all this money on AI development.”
Open the episode · IC040 Investor Insights, 2024 Stocks Review, Major Trends, and Top PerformersListen at 19:34
Microsoft’s quarterly revenue rose 15% and net income increased 10%.
“Overall revenue in the quarter rose 15%. So that's the whole business. Net income was up 10%.”
Open the episode · IC029 ST James Place, Games Workshop, McDonald's, Microsoft, AIM SaaS Companies Quartix Technologies, Dotgigital, Eleco, & FintelListen at 12:20
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.