Tag: Microsoft

Microsoft: Applying AI at Scale

There was a time when I owned Mastercard, which is a great company that just does its things—execute, grow, and compound. It’s painful to think about it so I’m not going to tell you when I sold it but if you pull up the price chart of Mastercard, it’s pretty much a stupid move to have sold at any point in time. This brings me ...

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Microsoft Q3 2023: Firing on all cylinders (almost)

Ever since Satya took over, Microsoft has just been doing Microsoft things—executing. The company reported the following set of results: Revenue up 7% year-over-year (yoy) to $52.9b Gross profits up 9% yoy to $36.7b with margins at 69% (from 68%) Operating income up 10% to $22.4b with margins at 42% (from 41%) Net income up 9% to $18.3b with margins at 35% Alright, let’s dive ...

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