Analyst Commentary

Microsoft proves it has the perfect playbook for transitioning customers to the cloud

Focusing on lifetime customer value helps Microsoft successfully traverse business model shifts

Microsoft (NYSE: MSFT) continues to be the exemplar of navigating the business model shift associated with cloud migrations, growing organic revenue 3% year-to-year while improving organic operating margin. LinkedIn’s first full quarter of revenue and expense contribution hampered corporate operating margin slightly, but will ultimately add value to core businesses such as Office and Dynamics following more robust integrat...

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