BREAKING
Microsoft SOTP value near $3.8T
0
T
SOTP high
0
T
Enterprise value
0
$
Per share
A gap of $0.6T to $0.9T
SOTP low
3.5
SOTP high
3.8
EV
2.88
Mkt cap
2.9
Why markets discount the value
Capex doubts
ROI
●
Azure AI monetization lags
●
Returns unproven
Software disruption
Risk
●
GenAI threat
●
Office, Windows exposure
0
B
MSFT capex
0
B
Big Tech AI
Azure revenue holds the key
AI NEWS BLITZ
An analysis pegs Microsoft's sum-of-the-parts value close to three point eight trillion dollars.