Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

Posted in: MSFT, Technology

Post navigation

Page 6 of 14
← Previous 1 … 5 6 7 … 14 Next →

Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis