Microsoft Unit Economics Deep Dive: +11% Post-Earnings Move
Excel spreadsheet included
Microsoft (MSFT) is up 11% following earnings last week. Its unit economics explain why. We will break down the core drivers that analysts focus their due diligence on and explain why MSFT has now become an attractive long for many investors, given the notable shift in sentiment.
You can download the full excel file at the bottom of the page to customize your own assumptions and projections for Microsoft's core business drivers based on your thesis.