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These are cloud products with subscription revenues that are sticky with predictable churn. Never understood why people devalue them. MSFTs turn around and val
by jstepka 7y ago
These are cloud products with subscription revenues that are sticky with predictable churn.
Never understood why people devalue them. MSFTs turn around and valuation are based on the O365 pivot. Very impressive.
- tyingq 7y agoI wasn't trying to devalue them. Just noting it's not exactly apples to apples if you're interested in a market share comparison.