Remaining performance obligation is the total value of a company's forward customer contract book - it's orders to which customers have committed but that the company has not delivered. MSFT Fundamentals II (Company SEC filings, Cestrian Analysis) (Thanks Microsoft for putting the RPO number in the earnings release - many companies make you wait for the 10-Q or 10-K). But order intake - specifically the remaining performance obligation numbers - that looks good.
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In our Growth Investor Pro Marketplace service, we published our analysis before the earnings call, and we said the recognized numbers above aren't so hot. It dropped on the print, and it dropped a little further before the earnings call. Balance sheet still has more money on it than most nation states, but if you can't think of anything to do with all that float in order to juice growth, then the hoard isn't doing you much good, and you might as well start giving it back to shareholders in a more rapid fashion. EBITDA margins flat, and unlevered pretax FCF margins also flat with a chance of down. Revenue growth slowing for three quarters in succession, dragging down the slower-burn TTM revenue growth indicator these last two quarters. MSFT Fundamentals (Company SEC filings,, Cestrian Analysis)Īnything on that table look exciting to you? Us neither. In the middle of a fragile is-it-a-recovery-or-is-it-just-a-bear-rally phase in the market, the stage was set for a whole shelf load of shoes to drop and the question be resolved quick smart in favor of the bear.Įspecially once you looked at the headline numbers. And the company duly missed consensus expectations. Having signaled weakness already by announcing a headcount cut - and previously FX headwinds - the pressure was on. Microsoft reported earnings Tuesday after the bell. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions.
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