Starlink seems to be working normally again in Ukraine

Impact · against what's priced in

The restoration of Starshield services in Ukraine is not material for Microsoft or Alphabet. While the news involves high-profile tech figures and geopolitical tension, it does not alter the cloud growth trajectories or margin assumptions currently driving these valuations.

MSFT+0.00

Doesn't touch the price's assumptions

In context

Connectivity issues with SpaceX's Starshield in Ukraine have no bearing on Azure revenue growth or M365 commercial monetization.

What MSFT's price assumes · Sep 21

• elon musk▲433%
• geopolitics
• defense tech
• drones
• satellite internet
• spacex
• starlink
• starshield
• ukraine