Quick Read – MSFT’s $627 billion contracted backlog and 40% Azure growth give it revenue visibility almost no competitor can match. – Satya Nadella reported Microsoft’s AI business surpassed a $37 billion annual run rate, up 123%, while free cash flow hit $72 billion. – The…
vidend has grown from $0.08 to $0.91 since 2005, and a single quarter returned $12.7 billion to shareholders – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Microsoft wasn’t one of them. Get them here FREE
Microsoft (NASDAQ:MSFT) offers a rare combination of irreplaceable enterprise software and contracted cloud and AI demand, because its dual engine of irreplaceable enterprise software and a contracted cloud and AI backlog of $627 billion gives it the kind of revenue visibility almost no other company on Earth can match. For a retirement investor who has been whipsawed by trend chasing, Microsoft is the rare position that asks almost nothing of you. No daily monitoring.
No thesis to defend at every earnings release. Just ownership of a business whose products sit inside the operating workflow of nearly every large company on the planet. Pillar 1: Durability That Approaches Utility Status Windows and Office commercial products function as corporate utilities.