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MSFT

Microsoft

$137.11

0.72 (0.53%)

16:10
10/23/19
10/23
16:10
10/23/19
16:10

Microsoft reports Q1 More Personal Computing revenue up 4%

Revenue in More Personal Computing was $11.1B and increased 4%, up 5% in constant currency. Windows OEM revenue increased 9%, up 9% in constant currency. Windows Commercial products and cloud services revenue increased 26%, up 29% in constant currency. Search advertising revenue excluding traffic acquisition costs increased 11%, up 13% in constant currency. Xbox content and services revenue was relatively unchanged, up 1% in constant currency. Surface revenue decreased 4%, down 2% in constant currency.

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MSFT Microsoft
$137.11

0.72 (0.53%)

10/16/19
WBLR
10/16/19
NO CHANGE
WBLR
Outperform
Slack overhang from Microsoft competition should dissipate, says William Blair
After hosting investor meetings with Slack Technologies (WORK) management, William Blair analyst Bhavan Suri has "increased confidence in the story." While there was plenty of focus on the competitive environment with Microsoft (MSFT) and its Teams offering, much of the conversation also focused on the company's internal growth initiatives, its ability to continue winning large enterprise customers, its customer acquisition strategy, and the path to free cash flow breakeven, Suri tells investors in a research note. Management views Slack as having a different value proposition than Teams, says the analyst. Although the Microsoft overhang may remain with the stock for the next couple of quarters, it should dissipate over time as the company continues to execute and showcases its ability to win customers that are also using Office 365 for other functions, Suri contends. He believes Slack is well positioned long-term to continue "winning in the space" and sees a "long growth runway" for the company. The analyst keeps an Outperform rating on the shares.
10/18/19
RBCM
10/18/19
INITIATION
Target $160
RBCM
Outperform
Microsoft assumed with an Outperform at RBC Capital
RBC Capital analyst Alex Zukin assumed coverage of Microsoft with an Outperform rating with a price target of $160, up from $153. The analyst believes that the company is "best positioned to outperform" over the next several years as it becomes a "strategic partner" to digital transformations among large enterprises, with mission-critical capabilities of its key portfolio assets - Azure and Office365. Zukin adds that Microsoft's Q1 revenue and earnings should see a "typical" period of outperformance, as he raises his FY20 EPS view by 6c to $5.21 and sees expectations of a 55% Azure growth next year as "reasonable".
10/18/19
CLVD
10/18/19
NO CHANGE
CLVD
Buy
Microsoft partners look to have finished ahead of plan, says Cleveland Research
Cleveland Research analyst Ari Terjanian said his checks suggests Microsoft partners finished ahead of plan in the company's fiscal first quarter and they are modeling Productivity and Business Processes and Intelligent Cloud results that are ahead of consensus. Feedback on the More Personal Computing segment is more mixed at partners, with strength in Win10 migrations and M365 upgrades seen being offset by some headwinds in PC and gaming, added Terjanian, who reiterated his Buy rating on Microsoft shares.
10/21/19
JEFF
10/21/19
NO CHANGE
JEFF
High growth software valuations to contract further, says Jefferies
High growth software valuations are now trading above terminal M&A multiples, suggesting we still have more room for multiple contraction, Jefferies analyst Brent Thill tells investors in a research note. As such, the analyst expects the short term correction will continue "given multiples remain elevated even with last week's correction." Thill favors platform names with attractive growth and reasonable valuations like Microsoft (MSFT), Salesforce (CRM) and Intuit (INTU). He also favors names like SailPoint (SAIL), Zuora (ZUO), and Varonis (VRNS). The analyst believes these names have the potential for revenue reacceleration over the next year.

TODAY'S FREE FLY STORIES

AAPL

Apple

$264.06

2.17 (0.83%)

, NFLX

Netflix

$286.81

-5.2 (-1.78%)

12:57
11/13/19
11/13
12:57
11/13/19
12:57
Recommendations
Apple, Netflix, Disney analyst commentary  »

Disney's 'jaw…

AAPL

Apple

$264.06

2.17 (0.83%)

NFLX

Netflix

$286.81

-5.2 (-1.78%)

DIS

Disney

$143.25

4.69 (3.38%)

03/08/13
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CRK

Comstock Resources

$7.02

0.14 (2.03%)

, CHK

Chesapeake

$0.71

0.0412 (6.15%)

12:51
11/13/19
11/13
12:51
11/13/19
12:51
Hot Stocks
Chesapeake shares pop on asset sale talks as analyst comments on debt covenant »

Shares of natural gas…

CRK

Comstock Resources

$7.02

0.14 (2.03%)

CHK

Chesapeake

$0.71

0.0412 (6.15%)

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12:50
11/13/19
11/13
12:50
11/13/19
12:50
General news
Treasury Action: both bonds and stocks are bullish today »

Treasury Action: both…

NTAP

NetApp

$60.60

0.48 (0.80%)

12:48
11/13/19
11/13
12:48
11/13/19
12:48
Earnings
Fly Intel: What to watch in NetApp's earnings report »

NetApp (NTAP) is…

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WHR

Whirlpool

$150.00

-5.36 (-3.45%)

12:45
11/13/19
11/13
12:45
11/13/19
12:45
Options
Whirlpool call volume above normal and directionally bullish »

Bullish option flow…

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GOOGL

Alphabet Class A

$1,299.26

2.08 (0.16%)

, GOOG

Alphabet

$1,301.02

2.25 (0.17%)

12:40
11/13/19
11/13
12:40
11/13/19
12:40
On The Fly
#SocialStocks: Instagram hiding likes in U.S., Tik Tok challenging Facebook ads »

Welcome to…

GOOGL

Alphabet Class A

$1,299.26

2.08 (0.16%)

GOOG

Alphabet

$1,301.02

2.25 (0.17%)

FB

Facebook

$193.29

-1.18 (-0.61%)

03/08/13
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12:40
11/13/19
11/13
12:40
11/13/19
12:40
General news
Powell's testimony has ended »

Powell's testimony…

AVP

Avon Products

$4.47

-0.075 (-1.65%)

12:39
11/13/19
11/13
12:39
11/13/19
12:39
Hot Stocks
Avon Products shareholders approve proposed acquisition by Natura »

Avon Products announced…

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  • 13

    Nov

LJPC

La Jolla

$6.81

0.11 (1.64%)

12:36
11/13/19
11/13
12:36
11/13/19
12:36
Recommendations
La Jolla analyst commentary  »

La Jolla price target…

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VZ

Verizon

$59.33

-0.01 (-0.02%)

, NFLX

Netflix

$290.50

-1.51 (-0.52%)

12:31
11/13/19
11/13
12:31
11/13/19
12:31
Hot Stocks
Disney rallies after announcing 10M streaming sign-ups »

Shares of Walt Disney…

VZ

Verizon

$59.33

-0.01 (-0.02%)

NFLX

Netflix

$290.50

-1.51 (-0.52%)

DIS

Disney

$140.90

2.34 (1.69%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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GOOGL

Alphabet Class A

$1,299.86

2.68 (0.21%)

, C

Citi

$74.61

-0.47 (-0.63%)

12:31
11/13/19
11/13
12:31
11/13/19
12:31
On The Fly
Fly Intel: Wall Street's top stories at midday »

Stocks looked in…

GOOGL

Alphabet Class A

$1,299.86

2.68 (0.21%)

C

Citi

$74.61

-0.47 (-0.63%)

NKE

Nike

$90.55

1.04 (1.16%)

AMZN

Amazon.com

$1,762.55

-15.78 (-0.89%)

DKS

Dick's Sporting

$40.24

-0.01 (-0.02%)

GOOG

Alphabet

$1,300.57

1.8 (0.14%)

AAPL

Apple

$264.06

2.17 (0.83%)

GS

Goldman Sachs

$218.71

-1.7 (-0.77%)

TECD

Tech Data

$131.30

5.91 (4.71%)

APO

Apollo Global

$42.95

0.015 (0.03%)

DDOG

Datadog

$39.87

5.47 (15.90%)

CDLX

Cardlytics

$52.02

12.17 (30.54%)

LK

Luckin Coffee

$21.32

2.32 (12.21%)

CSIQ

Canadian Solar

$15.39

-2.12 (-12.11%)

SDC

SmileDirectClub

$9.02

-2 (-18.15%)

I

Intelsat

$13.93

-6.46 (-31.68%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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CSCO

Cisco

$48.63

0.25 (0.52%)

, ACIA

Acacia Communications

$67.39

0.11 (0.16%)

12:27
11/13/19
11/13
12:27
11/13/19
12:27
On The Fly
Fly Intel: What to watch in Cisco's earnings report »

Cisco (CSCO) is scheduled…

CSCO

Cisco

$48.63

0.25 (0.52%)

ACIA

Acacia Communications

$67.39

0.11 (0.16%)

DDOG

Datadog

$39.79

5.39 (15.67%)

03/08/13
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IRTC

iRhythm

$61.56

-5.885 (-8.73%)

12:25
11/13/19
11/13
12:25
11/13/19
12:25
Recommendations
iRhythm analyst commentary  »

iRhythm filing delay not…

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12:20
11/13/19
11/13
12:20
11/13/19
12:20
General news
Powell on China growth: very hard to understand China »

Powell on China growth:…

12:20
11/13/19
11/13
12:20
11/13/19
12:20
General news
Oil Action: WTI crude »

Oil Action: WTI crude is…

IRTC

iRhythm

$61.02

-6.425 (-9.53%)

12:19
11/13/19
11/13
12:19
11/13/19
12:19
Recommendations
iRhythm analyst commentary  »

iRhythm shares likely…

03/08/13
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IRTC

iRhythm

$61.02

-6.42 (-9.52%)

12:19
11/13/19
11/13
12:19
11/13/19
12:19
Hot Stocks
iRhythm sinks after additional errors leads to quarterly filing delay »

Shares of iRhythm…

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
11/13/19
11/13
12:17
11/13/19
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

03/08/13
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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
11/13/19
11/13
12:16
11/13/19
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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STNE

StoneCo

$35.85

-0.15 (-0.42%)

12:15
11/13/19
11/13
12:15
11/13/19
12:15
Options
StoneCo put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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  • 21

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12:15
11/13/19
11/13
12:15
11/13/19
12:15
General news
Powell: the outlook is still positive and there's no reason why the expansion cannot continue »

Powell: the outlook is…

12:15
11/13/19
11/13
12:15
11/13/19
12:15
General news
Breaking General news story  »

Richmond Federal Reserve…

12:15
11/13/19
11/13
12:15
11/13/19
12:15
General news
Breaking General news story  »

Richmond Federal Reserve…

ACCO

Acco Brands

$9.34

-0.02 (-0.21%)

12:13
11/13/19
11/13
12:13
11/13/19
12:13
Conference/Events
Acco Brands management to meet with Barrington »

Meeting to be held in…

03/08/13
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  • 19

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INVE

Identiv

$4.92

-0.08 (-1.60%)

12:08
11/13/19
11/13
12:08
11/13/19
12:08
Hot Stocks
Identiv partners with GTSC to address 'evolving threats' to U.S. agencies »

Identiv announced that it…

03/08/13
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