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Cestrian Capital Research, Inc.
Microsoft (MSFT) Q2 FY6/24 Earnings Review (no paywall)

Microsoft (MSFT) Q2 FY6/24 Earnings Review (no paywall)

Another superb quarter for the Big Dog

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Cestrian Capital Research, Inc
Feb 01, 2024
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Cestrian Capital Research, Inc.
Cestrian Capital Research, Inc.
Microsoft (MSFT) Q2 FY6/24 Earnings Review (no paywall)
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Summary

  • Microsoft's Q2 earnings were strong, with revenue growth of 18% and improved cashflow margins.

  • RPO growth is slower than TTM revenue growth, indicating a potential risk of revenue slowing.

  • The stock may face short-term challenges but we believe it can perform well in a flat or upward market.

DISCLAIMER: This note is …

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