Microsoft Corp

MSFT: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$316.00	Pjrb	Hmzylzbjxf

Microsoft Is Flexing Its AI Leadership and Strengthening an Already Wide Moat

Dan Romanoff

Jul 31, 2024

Business Strategy and Outlook

Microsoft is one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale. Based on its investment in OpenAI, the company has also emerged as a leader in AI. Microsoft has also enjoyed great success in upselling users on higher priced Office 365 versions, notably to include advanced telephony features. These factors have combined to drive a more focused company that offers impressive revenue growth with high and expanding margins and deepening ties with customers.

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