A recovery in spending on cloud computing after a slowdown could spur surprises to the upside over the next two years for Microsoft, with the second half of 2023 poised to be a positive inflection point. Although weak economic conditions will likely hurt the early part of next year’s top-line results, BI thinks the importance of Microsoft’s cloud suite and the critical nature of its desktop products bode well for second-half sales.
MSFT Ich denke, dass ich mit meinem Short richtig liege
