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2021-12-19
Overvalue too much now
Microsoft's top priority for 2022? It could be data management<blockquote>微软2022年的首要任务？可能是数据管理</blockquote>
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It could be data management<blockquote>微软2022年的首要任务？可能是数据管理</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157504157","media":"Seeking Alpha","summary":"Microsoft might have its work cut out for it when it comes to improving on how things went overall ","content":"<p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> might have its work cut out for it when it comes to improving on how things went overall for it in 2021.</p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a>在改善2021年的整体状况方面，它可能还有很多工作要做。</blockquote></p><p> After all, the software giant's earnings results continue to show it growing in areas such as cloud computing and personal computers. Microsoft (MSFT) also thinks so highly of its outlook that it believes it could surpass $50 billion in quarterly revenue for the first time with its next report. Investors should also be pleased with how Microsoft (MSFT) has performed on the stock market this year, as its shares have climbed more than 44% since the end of 2021.</p><p><blockquote>毕竟，这家软件巨头的盈利结果继续显示其在云计算和个人电脑等领域的增长。微软(MSFT)也高度评价其前景，相信在下一份报告中，其季度收入可能会首次超过500亿美元。投资者还应该对微软(MSFT)今年在股市上的表现感到满意，因为自2021年底以来，其股价已上涨超过44%。</blockquote></p><p> And then there was the symbolic, if temporary, victory Microsoft (MSFT) could claim in October when it briefly took the title of World's Most Valuable Company away from Apple (NASDAQ:AAPL). So, needless to say, 2021 has been a good year for Microsoft (MSFT).</p><p><blockquote>然后，微软(MSFT)在10月份短暂地从苹果(纳斯达克股票代码：AAPL)手中夺走了全球最有价值公司的称号，尽管是暂时的。因此，不用说，2021年对于微软(MSFT)来说是美好的一年。</blockquote></p><p> But, this begs the question of what 2022 might look like for Microsoft (MSFT), and what are going to be the top priorities for Chief Executive Satya Nadella. While Microsoft (MSFT) may still be best-known to many for its Windows operating system, its Microsoft Word program and its Xbox videogame console, the company's data platform and management offerings are likely the areas where Nadella is focusing much of his attention.</p><p><blockquote>但是，这回避了一个问题：2022年微软(MSFT)可能会是什么样子，以及首席执行官塞特亚·纳德拉(Satya Nadella)的首要任务是什么。虽然微软(MSFT)可能仍然因其Windows操作系统、微软Word程序和Xbox视频游戏机而为许多人所熟知，但该公司的数据平台和管理产品可能是纳德拉关注的领域。</blockquote></p><p> That's the opinion of Morgan Stanley analyst Keith Weiss, who said that Nadella's earnings call comments \"match well to the key priorities Microsoft is investing most aggressively behind.\" Based on how data offerings such as platforms and databases like Azure are playing a role in Microsoft's (MSFT) growth, it should come as no surprise that Nadella would make such areas a focus of the company's overall strategy for the foreseeable future.</p><p><blockquote>这是摩根士丹利分析师基思·韦斯(Keith Weiss)的观点，他表示，纳德拉的财报看涨期权评论“与微软最积极投资的关键优先事项非常匹配”。基于Azure等平台和数据库等数据产品在微软(MSFT)增长中发挥的作用，纳德拉在可预见的未来将这些领域作为公司整体战略的重点也就不足为奇了。</blockquote></p><p> Weiss noted that based on industry data, Microsoft (MSFT) has become the No. 1 vendor for data management offerings, with a 28% share of the market. For comparison, Oracle (NYSE:ORCL) is the No. 2 company, with a 22% market share, and Amazon Web Services (NASDAQ:AMZN) is in third place with 9% of the data management market.</p><p><blockquote>Weiss指出，根据行业数据，微软(MSFT)已成为数据管理产品的第一大供应商，占据28%的市场份额。相比之下，甲骨文（纽约证券交易所股票代码：ORCL）以22%的市场份额位居第二，亚马逊网络服务（纳斯达克股票代码：AMZN）以9%的数据管理市场份额位居第三。</blockquote></p><p> Weiss, who has an outperform rating and $364-a-share target price on Microsoft's (MSFT) stock, noted that data platform products and services made up about 12% of the company's total revenue during the first half of 2021, up from 10% in 2017. Cloud revenue has also more than doubled over that same period, from 3% to approximately 7% of sales, and Weiss said he expects such sales to be \"a key source\" of Microsoft's business growth heading into 2022.</p><p><blockquote>Weiss对微软(MSFT)股票给予跑赢大盘评级，目标价为每股364美元，他指出，2021年上半年，数据平台产品和服务约占该公司总收入的12%，高于10%2017年。同期，云收入也增加了一倍多，从销售额的3%增加到约7%，Weiss表示，他预计此类销售额将成为微软2022年业务增长的“关键来源”。</blockquote></p><p> Weiss said that because of Microsoft's strong positioning in the data management market, and its management's high level of focus on data as part of the broader digital transformation, \"Within this data platform market, Microsoft's broad collection of cloud and on-premise data offerings lead to a No. 1 market position.\"</p><p><blockquote>Weiss表示，由于微软在数据管理市场的强大定位，以及其管理层对数据的高度关注，将其作为更广泛的数字化转型的一部分，“在这个数据平台市场中，微软广泛收集的云和本地数据产品导致了第一的市场地位。”</blockquote></p><p> Weiss, and other Morgan Stanley analysts, also rated Microsoft (MSFT) as to top pick for 2022 as part of a \"gut check\" look at the software sector for next year.</p><p><blockquote>Weiss和其他Morgan Stanley分析师还将微软(MSFT)评为2022年首选，作为对明年软件行业“直觉检查”的一部分。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft's top priority for 2022? It could be data management<blockquote>微软2022年的首要任务？可能是数据管理</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's top priority for 2022? It could be data management<blockquote>微软2022年的首要任务？可能是数据管理</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 08:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> might have its work cut out for it when it comes to improving on how things went overall for it in 2021.</p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a>在改善2021年的整体状况方面，它可能还有很多工作要做。</blockquote></p><p> After all, the software giant's earnings results continue to show it growing in areas such as cloud computing and personal computers. Microsoft (MSFT) also thinks so highly of its outlook that it believes it could surpass $50 billion in quarterly revenue for the first time with its next report. Investors should also be pleased with how Microsoft (MSFT) has performed on the stock market this year, as its shares have climbed more than 44% since the end of 2021.</p><p><blockquote>毕竟，这家软件巨头的盈利结果继续显示其在云计算和个人电脑等领域的增长。微软(MSFT)也高度评价其前景，相信在下一份报告中，其季度收入可能会首次超过500亿美元。投资者还应该对微软(MSFT)今年在股市上的表现感到满意，因为自2021年底以来，其股价已上涨超过44%。</blockquote></p><p> And then there was the symbolic, if temporary, victory Microsoft (MSFT) could claim in October when it briefly took the title of World's Most Valuable Company away from Apple (NASDAQ:AAPL). So, needless to say, 2021 has been a good year for Microsoft (MSFT).</p><p><blockquote>然后，微软(MSFT)在10月份短暂地从苹果(纳斯达克股票代码：AAPL)手中夺走了全球最有价值公司的称号，尽管是暂时的。因此，不用说，2021年对于微软(MSFT)来说是美好的一年。</blockquote></p><p> But, this begs the question of what 2022 might look like for Microsoft (MSFT), and what are going to be the top priorities for Chief Executive Satya Nadella. While Microsoft (MSFT) may still be best-known to many for its Windows operating system, its Microsoft Word program and its Xbox videogame console, the company's data platform and management offerings are likely the areas where Nadella is focusing much of his attention.</p><p><blockquote>但是，这回避了一个问题：2022年微软(MSFT)可能会是什么样子，以及首席执行官塞特亚·纳德拉(Satya Nadella)的首要任务是什么。虽然微软(MSFT)可能仍然因其Windows操作系统、微软Word程序和Xbox视频游戏机而为许多人所熟知，但该公司的数据平台和管理产品可能是纳德拉关注的领域。</blockquote></p><p> That's the opinion of Morgan Stanley analyst Keith Weiss, who said that Nadella's earnings call comments \"match well to the key priorities Microsoft is investing most aggressively behind.\" Based on how data offerings such as platforms and databases like Azure are playing a role in Microsoft's (MSFT) growth, it should come as no surprise that Nadella would make such areas a focus of the company's overall strategy for the foreseeable future.</p><p><blockquote>这是摩根士丹利分析师基思·韦斯(Keith Weiss)的观点，他表示，纳德拉的财报看涨期权评论“与微软最积极投资的关键优先事项非常匹配”。基于Azure等平台和数据库等数据产品在微软(MSFT)增长中发挥的作用，纳德拉在可预见的未来将这些领域作为公司整体战略的重点也就不足为奇了。</blockquote></p><p> Weiss noted that based on industry data, Microsoft (MSFT) has become the No. 1 vendor for data management offerings, with a 28% share of the market. For comparison, Oracle (NYSE:ORCL) is the No. 2 company, with a 22% market share, and Amazon Web Services (NASDAQ:AMZN) is in third place with 9% of the data management market.</p><p><blockquote>Weiss指出，根据行业数据，微软(MSFT)已成为数据管理产品的第一大供应商，占据28%的市场份额。相比之下，甲骨文（纽约证券交易所股票代码：ORCL）以22%的市场份额位居第二，亚马逊网络服务（纳斯达克股票代码：AMZN）以9%的数据管理市场份额位居第三。</blockquote></p><p> Weiss, who has an outperform rating and $364-a-share target price on Microsoft's (MSFT) stock, noted that data platform products and services made up about 12% of the company's total revenue during the first half of 2021, up from 10% in 2017. Cloud revenue has also more than doubled over that same period, from 3% to approximately 7% of sales, and Weiss said he expects such sales to be \"a key source\" of Microsoft's business growth heading into 2022.</p><p><blockquote>Weiss对微软(MSFT)股票给予跑赢大盘评级，目标价为每股364美元，他指出，2021年上半年，数据平台产品和服务约占该公司总收入的12%，高于10%2017年。同期，云收入也增加了一倍多，从销售额的3%增加到约7%，Weiss表示，他预计此类销售额将成为微软2022年业务增长的“关键来源”。</blockquote></p><p> Weiss said that because of Microsoft's strong positioning in the data management market, and its management's high level of focus on data as part of the broader digital transformation, \"Within this data platform market, Microsoft's broad collection of cloud and on-premise data offerings lead to a No. 1 market position.\"</p><p><blockquote>Weiss表示，由于微软在数据管理市场的强大定位，以及其管理层对数据的高度关注，将其作为更广泛的数字化转型的一部分，“在这个数据平台市场中，微软广泛收集的云和本地数据产品导致了第一的市场地位。”</blockquote></p><p> Weiss, and other Morgan Stanley analysts, also rated Microsoft (MSFT) as to top pick for 2022 as part of a \"gut check\" look at the software sector for next year.</p><p><blockquote>Weiss和其他Morgan Stanley分析师还将微软(MSFT)评为2022年首选，作为对明年软件行业“直觉检查”的一部分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781376-microsofts-top-priority-for-2022-it-could-be-data-management\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3781376-microsofts-top-priority-for-2022-it-could-be-data-management","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157504157","content_text":"Microsoft might have its work cut out for it when it comes to improving on how things went overall for it in 2021.\nAfter all, the software giant's earnings results continue to show it growing in areas such as cloud computing and personal computers. Microsoft (MSFT) also thinks so highly of its outlook that it believes it could surpass $50 billion in quarterly revenue for the first time with its next report. Investors should also be pleased with how Microsoft (MSFT) has performed on the stock market this year, as its shares have climbed more than 44% since the end of 2021.\nAnd then there was the symbolic, if temporary, victory Microsoft (MSFT) could claim in October when it briefly took the title of World's Most Valuable Company away from Apple (NASDAQ:AAPL). So, needless to say, 2021 has been a good year for Microsoft (MSFT).\nBut, this begs the question of what 2022 might look like for Microsoft (MSFT), and what are going to be the top priorities for Chief Executive Satya Nadella. While Microsoft (MSFT) may still be best-known to many for its Windows operating system, its Microsoft Word program and its Xbox videogame console, the company's data platform and management offerings are likely the areas where Nadella is focusing much of his attention.\nThat's the opinion of Morgan Stanley analyst Keith Weiss, who said that Nadella's earnings call comments \"match well to the key priorities Microsoft is investing most aggressively behind.\" Based on how data offerings such as platforms and databases like Azure are playing a role in Microsoft's (MSFT) growth, it should come as no surprise that Nadella would make such areas a focus of the company's overall strategy for the foreseeable future.\nWeiss noted that based on industry data, Microsoft (MSFT) has become the No. 1 vendor for data management offerings, with a 28% share of the market. For comparison, Oracle (NYSE:ORCL) is the No. 2 company, with a 22% market share, and Amazon Web Services (NASDAQ:AMZN) is in third place with 9% of the data management market.\nWeiss, who has an outperform rating and $364-a-share target price on Microsoft's (MSFT) stock, noted that data platform products and services made up about 12% of the company's total revenue during the first half of 2021, up from 10% in 2017. Cloud revenue has also more than doubled over that same period, from 3% to approximately 7% of sales, and Weiss said he expects such sales to be \"a key source\" of Microsoft's business growth heading into 2022.\nWeiss said that because of Microsoft's strong positioning in the data management market, and its management's high level of focus on data as part of the broader digital transformation, \"Within this data platform market, Microsoft's broad collection of cloud and on-premise data offerings lead to a No. 1 market position.\"\nWeiss, and other Morgan Stanley analysts, also rated Microsoft (MSFT) as to top pick for 2022 as part of a \"gut check\" look at the software sector for next year.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2538,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699429090"}
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