Credit Suisse is very bullish on Microsoft & says it will grow faster than it’s competitors, particularly as customers reach an inflection point where they move to PaaS services instead of just migrating VMs to the cloud.
In a 67-page research report published on Thursday, Credit Suisse analyst Phil Winslow laid out in detail why he thinks Microsoft (ticker: MSFT) can grow Azure “faster and bigger” than what Wall Street expects. Winslow sees a shift unfolding in the way businesses are using the cloud that plays to Microsoft’s strengths.
My favorite line in this article: “We believe these levels of sustained growth and profitability are still not properly reflected in consensus estimates or valuation.”
Read the full article here:
- "Microsoft Azure Will Grow Faster and Bigger Than Expected, Says Analyst" – Barrons
https://www-barrons-com.cdn.ampproject.org/c/s/www.barrons.com/amp/articles/microsoft-azure-amazon-aws-51655391068
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