IBM underperforms, Netflix underperforms and so does Microsoft . Feels like a trend starting. What impact will that have on the markets? Aivars Lode
Key Takeaway from Jefferies Equity Research, July 18, 2019.
MSFT reports after the close today. Estimates appear somewhat reasonable, as consensus F4Q19 rev sequential growth is below the historical F4Q cc sequential growth. F1Q estimates are above typical seasonality although any outperformance in F4Q will mitigate this. We believe management and investors are likely to focus on MSFT's continued cloud efforts.
Read full Jefferies report here
Key Takeaway from Jefferies Equity Research, July 18, 2019.
MSFT reports after the close today. Estimates appear somewhat reasonable, as consensus F4Q19 rev sequential growth is below the historical F4Q cc sequential growth. F1Q estimates are above typical seasonality although any outperformance in F4Q will mitigate this. We believe management and investors are likely to focus on MSFT's continued cloud efforts.
Read full Jefferies report here
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