Microsoft Is Well Positioned in Secular Growth DriversIncluding AI and Public Cloud
Microsoft is one of three public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale. Based on its investment in OpenAIthe company has also emerged as a leader in AI. Microsoft has also enjoyed great success in upselling users on higher priced Office 365 versionsnotably to include advanced telephony features. These factors have combined to drive a more focused company that offers impressive revenue growth with high and expanding margins and deepening ties with customers.