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No. of Recommendations: 6
How sustainable is this 20% annual growth for Microsoft? Is there anyone left who wants Microsoft products/services and can afford them but doesn't already have them? Will Microsoft expand to the moon or Mars? Or is Microsoft on the verge of finding a cure for cancer?

MSFT is the #2 cloud provider and cloud is growing faster than 20% a year I'd guess. Also MSFT cloud services have avoided most of the bad press AMZN has gotten. Although if I was a business I'd still think long and hard about using cloud at all.

Additionally, MSFT Teams is a solid product so for enterprise additions they are almost certainly adding $$ there since it is is well integrated with the rest of their SW Suite, especially as more and more people go remote.

They successfully transitioned MSFT Office to a yearly subscription model, so they can also raise prices there year over year to some degree, probably not 20%, but probably 5 to 10%. Since it integrates well with teams, sharepoint, etc and your other MSFT products, it is no longer under much threat from google docs, etc.

I've almost talked myself into buying some, maybe after a dip once this raise gets old.
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