Let’s break down the key metrics for tech giant Microsoft ahead of its earnings release:
1. Earnings Prediction: High probability that MSFT beats consensus.
Projected revenue of ~$90.5B (+15% YoY).
Driven by Azure Cloud growth, with guidance targeting an impressive 45% YoY.
2. Post-Earnings Price Action: Bullish 🚀. Despite massive AI infrastructure spending (CapEx nearing $50B/quarter), a record-high Remaining Performance Obligation (RPO) of $678B (+84% YoY) confirms strong monetization and long-term demand.
3. Current Position: Holding $MSFT long-term in my tech portfolio.
What's your take guys?
Are you Bullish or Bearish on $MSFT this quarter?
Share below! 👇
#EarningsSeason #BinancePick $MSFT
1. Earnings Prediction: High probability that MSFT beats consensus.
Projected revenue of ~$90.5B (+15% YoY).
Driven by Azure Cloud growth, with guidance targeting an impressive 45% YoY.
2. Post-Earnings Price Action: Bullish 🚀. Despite massive AI infrastructure spending (CapEx nearing $50B/quarter), a record-high Remaining Performance Obligation (RPO) of $678B (+84% YoY) confirms strong monetization and long-term demand.
3. Current Position: Holding $MSFT long-term in my tech portfolio.
What's your take guys?
Are you Bullish or Bearish on $MSFT this quarter?
Share below! 👇
#EarningsSeason #BinancePick $MSFT