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Microsoft (MSFT) has lagged the broader market index since my last update on the stock.
OpenAI's market share is eroding, which could negatively impact Microsoft's equity stake value.
KEY POINTS
- Azure's reported revenue growth is suppressed by 200–300 basis points due to internal compute allocation.
- Copilot adoption is in the low single digits of Office 365 seats, below initial expectations.
- Microsoft's current valuation is close to fair, aligning with peer and historical averages.
COMPANIES
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