281–290 of 481 posts
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MSFT stock is barely moved on the announcement. Doesn't necessarily seem like the market is rewarding them.
If the stock isn’t moving, perhaps the news is already priced in.
Microsoft stock has been incredibly volatile though in the past year.
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It's "MBA circle jerk" to understand that taking out debt at a lower rate than the ROI you use the debt for is advantageous?
But while the debt obligations are certain, the ROI is less so.
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All accrued vacation balance got paid out when Microsoft made the switch.
payout will be in April's paycheck. I was a little surprised about the difference on when the accrual stops (mid Jan) and when balance will be paid out - in April. Laying off people before April payout explains some of this difference (maybe all?).
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> Elon's new "extreme right wing beyond conspiracy theories" stance wow that sounds insane? I wish you would have had a source attached to this (an actual source btw, not some online journalist writing an opinion piece)
You are asking for the impossible. It would take a fiscal quarter for a source that isn’t an opinion. Perhaps the OP should not include Elon’s insane approach to content moderation as a new stance but simple negligence by the adtech strategy they’ve devised. In either case Elon’s going to need to adjust in some capacity or adopt the chum ad approach to monetize his content.
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It's silly to mention the cash on the balance sheet without also mentioning the debt of $77B. In reality, the net cash position is on the order of magnitude of $30B which puts a much tighter perspective on the impact of this cut. 40% of all public companies created since market inception in 1871 have gone bankrupt including many of the bluest of the blue chips. Complacent thinking like this is often the reason. Addit…
A lot of the bloat is at the top. How many executives, VPs, directors, high level managers, etc. are part of this?
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Advertising revenue fell because of Elon's new "extreme right wing beyond conspiracy theories" stance. It is not because of the sales staff not responding to emails.
> Elon's new "extreme right wing beyond conspiracy theories" stance wow that sounds insane? I wish you would have had a source attached to this (an actual source btw, not some online journalist writing an opinion piece)
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Historically (not sure if still true), Microsoft had top tier profit:employee.
They're likely still up there. https://www.wolframalpha.com/input?i=Microsoft+vs+Apple+vs+G... They're not the best best, but $919k/employee/year is impressive. Google is at $1.5M/employee. Apple is $2.4M/employee and Netflix is $2.7M/employee. (and to the dead comment reply claiming $10M/employee for Musk companies) Tesla: $158,613 https://csimarket.com/stocks/TSLA-Income-per-Employee.html SpaceX: $210,526 https://w…
https://moneytransfers.com/news/content/meta-platforms-profi...
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All accrued vacation balance got paid out when Microsoft made the switch.
payout will be in April's paycheck. I was a little surprised about the difference on when the accrual stops (mid Jan) and when balance will be paid out - in April. Laying off people before April payout explains some of this difference (maybe all?).
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Why would they spend any amount much less $3b or $10b to keep people they don’t need/want?
Normally, hiring 11,000 people you "didn't need" would be a warning sign that management was incompetent and require much more than just laying off the unneeded workers. It would suggest that large reforms are needed in planning and hiring. But these days it's just dismissed as an "oops!".
Sure, but 2020 and 2021 were extremely abnormal. The pandemic triggered a huge shift toward remote work and online activity, which resulted in revenue growth for MSFT, and it was hard to predict the extent to which that would continue after things returned to normal.