Microsoft Needs Azure to Keep Growing Faster Than 40% When It Reports on Oct. 28

Impact · against what's priced in

The article provides no new catalyst for MSFT, as the market has already priced in the current Azure growth guidance and the necessity of maintaining a growth rate above 40% to sustain current valuations.

MSFT+0.00

Already priced in

The price assumes

Server and cloud revenue growing near 30% annually

The article notes Azure guidance of 44-45% growth, which strongly supports the price's current assumption of cloud growth near 30%. Because the market is already paying for this acceleration, meeting guidance is not a positive catalyst.