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THE HEADLINE
Microsoft and Oracle are both spending aggressively on AI.
The market rewarded one,
And punished the other.
Why?
At first glance, Microsoft’s earnings didn’t look so different compared to peers like Meta or Google.
Revenue grew steadily
Capex increased
AI costs accelerated
Yet the deeper I went into the filing, the clearer it became Microsoft’s balance sheet is built on a very different foundation.
Three areas I want to examine tonight:
Capital allocation
Customer concentration
Cash flow quality
Only one of them surprised me…
In a very good way, and I’m happy this is part of our Offside Portfolio.
Let’s take a look (don’t forget to download your report below):
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