FMP
Mar 19, 2023 11:47 PM - Davit Kirakosyan(Last modified: Dec 19, 2023 5:49 PM)
RBC Capital analysts provided their key takeaways from Microsoft Corporation (NASDAQ:MSFT) virtual event, where it demoed the new AI-powered Copilot for Microsoft 365, Loop, and Power Platform. Microsoft 365 Copilot leverages OpenAI's GPT-4 large language model, combined with the Microsoft Graph of data (your emails, documents, presentations, notes, chat logs) to deliver AI virtual assistance.
Microsoft has not yet disclosed any information about the pricing and packaging plans for Copilot, but analysts suggest a few potential paths to generate revenue. One option could be to follow the monetization strategy used for Teams and Power BI, which involves selling Copilot as part of an existing or new higher-priced O365/M365 SKU. Alternatively, Microsoft may eventually introduce a standalone offering similar to Teams Premium.
According to the analysts, it is unlikely that the company would use the GitHub Copilot playbook to sell Copilot as an add-on. RBC Capital analysts believe that this would improve Microsoft 365's value proposition and user retention, regardless of the chosen approach. Microsoft management claims that the average PowerPoint user only utilizes 10% of the software's full functionality.
Oct 31, 2023 8:03 AM - Parth Sanghvi
Free cash flow to the firm (FCFF) and free cash flow to equity (FCFE) are two of the most important metrics used in financial modeling. Both metrics measure the amount of cash that is available to a company's shareholders and creditors, but there is a key difference between the two. FCFF measures...
Nov 25, 2023 6:39 AM - Parth Sanghvi
Choosing the Right Valuation Method: DCF vs. Comparable Companies Analysis Introduction: Valuation methods play a pivotal role in determining the fair value of a company, aiding investors in making informed investment decisions. Two commonly used methods, DCF Valuation and Comparable Companies A...
Dec 23, 2023 2:19 AM - Parth Sanghvi
Introduction: Discounted Cash Flow (DCF) analysis stands as a cornerstone in valuing investments, yet its efficacy is contingent upon various assumptions and methodologies. While a powerful tool, DCF analysis comes with inherent limitations and challenges that investors must acknowledge to make i...