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Category: MSFT

How are the Tech sector’s EPS Revisions Holding Up ?

January 25, 2021 Brian Gilmartin Leave a comment

With Apple and Microsoft reporting their December quarter on Tuesday, January 26th, 2021, representing roughly 12% of the SP 500…

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Posted in: Apple (AAPL), MSFT, Technology

Technology’s “Big 5” Report Next Week – 20% of SP 500 Market Cap

April 23, 2020 Brian Gilmartin Leave a comment

  Looking at the SP 500 EPS and revenue data in general, the trough in y/y decline in SP 500…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Technology

Weekly Earnings Update: Big Week for Mega-Cap Tech Earnings Releases

January 26, 2020 Brian Gilmartin Leave a comment

Apple (AAPL), Facebook (FB) and Microsoft (MSFT) report their December, 2019, quarter this week, and given the importance of the…

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Posted in: Apple (AAPL), Facebook (FB), MSFT, Weekly Earnings Update

Microsoft Reports Tonight – Tech Losing Momentum

October 23, 2019 Brian Gilmartin Leave a comment

Microsoft reports tonight, Wednesday, October 23rd, 2019 after the closing bell, with Street consensus expecting $1.25 in earnings per share…

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Posted in: MSFT

Microsoft Tonight: Old Tech Giant Successfully Transforming a Business Model

October 24, 2018 Brian Gilmartin Leave a comment

One of the themes written about over on Seeking Alpha the last 10 years is the “Original (Tech) Gangsters” which…

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Posted in: MSFT, Technology

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Fundamentalis

  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500
  • IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding
  • Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant
  • SP 500 Earnings: Rotation in ’26 and Major Tech Companies Start to Report Next Week

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