Office 365

Microsoft (NASDAQ: MSFT) Office revenues reached ~$49 billion in FY2023 (up ~70% from FY2018); Office 365 Commercial now has ~400 million paid seats, up >100% from yearend FY2018. Ongoing strength in paid seats (volumes), at +11% YoY in Q4 FY2023, was led by SMB’s and frontline...

Microsoft Corporation (NASDAQ: MSFT)'s third-quarter report Thursday sent shares to an all-time high of $97.90. Are sell-side analysts still recommending investors buy the stock at this price?  The Analysts Bernstein's Mark Moerdler maintains an Outperform rating on...

Momentum is building this earnings season, and investors looking to capitalize on the hot tech sector may consider buying Microsoft Corporation (NASDAQ: MSFT) ahead of its earnings report on Thursday, at least according to Boris Schlossberg, managing director of foreign exchange strategy at BK...

Imperial Capital’s Michael Kim expects Barracuda Networks Inc (NYSE: CUDA) to report its FQ3:16 results ahead of the consensus but in line with the estimates, when the company announces its numbers on January 9. Kim maintains an Underperform rating on the company, with a price target of $20....

Deutsche Bank upped his price target on Microsoft Corporation (NASDAQ: MSFT) shares to $75 following upbeat tone from the company on cloud computing/technology at a meeting with Deutsche Bank analysts. The Cloud The commercial cloud (Office 365, Azure, Dynamics Online) business of Microsoft is now...

BTIG analysts raised the price target on Barracuda Networks Inc (NYSE: CUDA) shares by $2 to $28 after it reported solid second-quarter results, which sent its shares up over 12 percent in the pre-market hours. Barracuda Networks' second quarter non-EPS of $0.21 handily beat consensus' $0.13...

Microsoft Corporation (NASDAQ: MSFT) announced Monday that it had entered into a six-year agreement with HP Inc (NYSE: HPQ) for the deployment of its Microsoft Dynamics to thousands of employees across HP. HP was formerly a cloud partner of salesforce.com, inc. (NYSE: CRM). During a Deutsche Bank...

JPMorgan reiterated its Neutral rating on Microsoft Corporation (NASDAQ: MSFT), as its recent partner survey showed the Windows software maker's continued strong momentum in the cloud portfolio. Recent Data "39 percent of the survey respondents believe that the pace of transactional business...

Microsoft Corporation (NASDAQ: MSFT)'s acquisition of LinkedIn Corp (NYSE: LNKD) is being considered a long-term positive for the Windows software maker due to the embedding of LinkedIn products into Office 365 and Dynamics CRM. But, some are skeptical over the deal given Microsoft's checkered...

Citi’s Walter H. Pritchard believes that $26 billion “is a lot to pay” for Microsoft Corporation (NASDAQ: MSFT) to acquire LinkedIn Corp (NYSE: LNKD), especially given that the acquisition “doesn’t address #1 challenge of developer relevance.” Pritchard...

Cisco Systems, Inc. (NASDAQ: CSCO) announced on Monday that its CEO, John Chambers, would be stepping down from the position after 20 years and Chuck Robbins, a Cisco veteran, would be taking his place. Dan Morgan from Synovus Trust Company was on CNBC recently to discuss the hiring and...

Microsoft Corporation (NASDAQ: MSFT) on Thursday reported third quarter results that jolted shares higher by nearly 10 percent by Friday afternoon. Here is a summary of what some of Wall Street's top analysts have to say about the company's results. FBR: Nadella ‘Putting The...