DBX - Microsoft: Productivity Segment Is A Massive Growth Driver

• We see an enormous growth potential from Microsoft's Productivity and Business Processes segment.
• For its Office products, we compared its Microsoft 365 offering and determined its advantage in terms of pricing and features over its competitors.
• We also analyzed LinkedIn’s revenue per user and user growth by comparing it with other major social media platforms and forecasted its revenue growth of 22.9% on average through 2026.
• Microsoft’s low capital expenditure as a % of sales (12%) is much lower than the industry average (28.5%), supported by increasing ROI indicating the efficiency of Microsoft in generating profits.

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