- Growth of the Software and Cloud[1] industry
- Dominance and Market Share Trends
- Competitive strengths
- Recurrent nature of revenue
- Diversification of earning stream
I will be discussing the Business, Management, Financials, and Valuation of Microsoft in a 3-part series, so stay tune by subscribing to my newsletter for updates. Today, I will start of by looking at Microsoft’s Business.
What is Microsoft business?
To better comprehend Microsoft’s Business, we must look at 2 different things: Growth and Resilience. Looking at Growth is essential as we want to ensure that Microsoft can gain market share by innovating and taking the shares of those who do not innovate. However, we must also look at Microsoft’s ability to be Resilient, as resilience is key to ensuring that Microsoft will be able to simultaneously prevent competitors from encroaching onto their own market shares.
This is a breakdown of what we will be analysing within each category.
1. Growth
