Microsoft Corporation

Microsoft is a diversified technology company focused on software, cloud services, and enterprise solutions. Key products include the Windows operating system, Office productivity suite, LinkedIn, and the Azure cloud platform. Microsoft also has a gaming segment driven by Xbox hardware, content, and services.

Notes

• High-margin software and cloud subscriptions

• Azure is a major competitor to AWS and Google Cloud

• Mix of consumer (Xbox, Windows) and enterprise (Office, Azure) revenue