Microsoft’s cloud biz, including Azure, Office 365 and other stuff, will hit $5.77 billion run rate by December, surpassing Amazon Web Services and Salesforce.com, according to Nomura Securities Analyst Rick Sherlund.
Nomura Securities analyst Rick Sherlund sees sales of high-end Engineered Systems, the linchpin of Oracle’s hardware strategy, slowing down.
With Nokia, Microsoft takes on 32,000 more people so if its latest devices push doesn’t pay off, watch out for shareholders with torches and pitchforks.
Nomura Securities analyst Rick Sherlund expects activism sparked by ValueAct will spur change for the better in Redmond.
Nomura Group analyst Rick Sherlund sees rising shareholder activism — led by Value Act — ahead for the software giant, which continues to struggle in its new device business.
Have Microsoft shareholders finally hit the tipping point when it comes to share price and strategic direction? Nomura Securities analyst Rick Sherlund seems to think so.
With Q1 PC sales breaking records — and not in a good way — Microsoft is taking heat with two analysts downgrading its shares.