4 ms·
Why is the article not talking about MSFT? Seems like it is holding up rather better than others non AAPL GAFAM values. What would be the explanation ?
by HollowMan 4y ago
Why is the article not talking about MSFT?
Seems like it is holding up rather better than others non AAPL GAFAM values. What would be the explanation ?
- layer8 4y agoLarge installed Windows base (and Office, AD, SQL server, Sharepoint, …) in enterprises.
- batiudrami 4y agoHaving good products that it’s proven people and companies will actually pay for is useful like that.
- ThrowawayR2 4y agoOne can find convenient charts that compare both revenue sources and profits for the big tech companies. Revenue sources: https://www.visualcapitalist.com/how-big-tech-makes-their-billions-2022/ https://www.visualcapitalist.com/how-big-tech-makes-their-bi... Profit breakdown: https://www.visualcapitalist.com/cp/big-tech-revenue-profit-by-company/ https://www.visualcapitalist.com/cp/big-tech-revenue-profit-... MSFT has more diverse sources of revenue than the FAANG members dependent primarily on consumer directed ads and so won't be as badly affected by a downturn in consumer directed ad spending.
- lupire 4y agoMSFT value is even huger when you factor in dividend payments.