Transformed Microsoft Offers Opportunity
The software giant's move to more collaborative ways has set the stage for long-term success.
Despite some trials over the last decade, we believe Microsoft is on a course for long-term success under the direction of CEO Satya Nadella. The firm has ditched many of its staunch, closed-off ways of the past in favor of a more collaborative Microsoft that should yield both a richer experience for its customers, and stronger returns on invested capital that support the company’s wide economic moat.
We believe Microsoft’s embrace of a cloud-first, mobile-first world has been reflected in the firm’s product offerings, which we think will help offset declines in some of the company’s legacy businesses. The most crucial of these ventures is the Microsoft Azure public cloud solution. This service offers on-demand compute, storage, and development tools for software developers and enterprises to build and run crucial applications for their employees and customers. Microsoft has invested heavily in building out data centers to meet surging demand in this market, and we think the firm is the clearly established second-largest player in this space behind only Amazon Web Services.
Rodney Nelson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.
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