Microsoft Transformation via Office 365 Decoupling

27 days ago

Mason Morfit

"I came back and I did some math on a spreadsheet, and I was like, oh my gosh, one thing that's happening is that Office is decoupling from the Windows cycle... And the second thing was Office alone, if this thing works, is worth more than the entire company. So what about all the other pieces of the empire? Where's all the money going?"

The discussion centers on Microsoft013 transformation. ValueAct analyzed that the shift toward Office 365 and Azure could unlock significant value by decoupling Office from traditional Windows cycles, suggesting that the Office segment could eventually drive the company7s valuation independently. Although not an explicit trade call, the insight underlines a strong conviction in Microsoft7s strategic repositioning.

Related Stocks