Seeking Alpha
13 Nov 2026, 14:48 UTC · 35m ago
ams-OSRAM AG (AMSSY) Q3 2026 Earnings Call Transcript
Impact · against what's priced in
The earnings call provides modest positive updates for ams-OSRAM's transformation, while the mention of Microsoft server issues is a negligible operational detail with no impact on MSFT's long-term valuation.
- MSFT+0.00
Doesn't touch the price's assumptions
- The price assumes
Server and cloud revenue growing near 30% annually
The mention of 'global Microsoft server issues' disrupting emails for a single earnings call is a transient event that does not alter the revenue growth or margin assumptions the market currently demands.
What MSFT's price assumes · Sep 21
