MSFT guides in-line, but is keeping capex up to meet demand. The CFO talked about difficult comps from last year, facing this year. It will be interesting to see how the stock reacts. It looks like the tailwind of cloud market share gains from retailers moving away from AMZN is still there, but growth comps are getting tougher. It will be interesting to see how the stock moves from here.
January 30th, 2019 at 6:36 pm
MSFT guides in-line, but is keeping capex up to meet demand. The CFO talked about difficult comps from last year, facing this year. It will be interesting to see how the stock reacts. It looks like the tailwind of cloud market share gains from retailers moving away from AMZN is still there, but growth comps are getting tougher. It will be interesting to see how the stock moves from here.