Motley Fool Money Microsoft’s Ascension, Facebook’s Metamorphosis
Oct 29, 2021
Microsoft's impressive rise as the world’s most valuable company takes center stage. Supply chain woes challenge Amazon while Alphabet thrives on strong ad sales. Visa faces scrutiny amid an antitrust case, and Facebook's rebranding to Meta hints at a future within the metaverse. Recent earnings from Starbucks, McDonald’s, and Shopify reveal resilience in the market. Meanwhile, investment prospects shine with Asana and Teladoc Health, as the hosts also engage listeners with fun robot naming ideas.
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Microsoft's Cloud-Driven Growth
- Microsoft's impressive growth, driven by cloud services, propelled it past Apple in valuation.
- Their Intelligent Cloud sales, especially Azure's 50% increase, are key to this success.
Microsoft's Supply Chain Resilience
- Microsoft seems better insulated from supply chain issues than companies like Apple and Amazon.
- This resilience is an important factor for investors to consider.
Amazon's Profitability and AWS
- Despite record revenue, Amazon's Q3 profits disappointed due to supply chain issues and increased costs.
- AWS, representing 14.5% of revenue, generated almost all of Amazon's operating income, highlighting its importance.