microsoft

Microsoft: move to subscription model makes for ‘sticky’ revenue

Peter Wilmshurst

Back in 2006 when we first bought Microsoft, the market was concerned about the future of the company’s consumer division – even though it represented only five percent of total sales. We saw great long-term potential for Microsoft to transition its enterprise software business to a subscription-based model, which would... Show More

US stocks are at record highs thanks to rising tech. Yet most of the tech giants are still attractively priced.

Magellan Asset Management

The Dow Jones Industrial Average, the broader S&P 500 Index and the tech-heavy Nasdaq Composite Index have set record highs in 2017. A common theory as to why US share indices have risen is the increase in value of the so-called FAAMG stocks – Facebook, Amazon, Apple, Microsoft and Google... Show More

Is the stock market in a bubble?

Jason Teh

It has been about 10 years since the Global Financial Crisis (GFC) began to unfold. Very few were prepared for the financial damage that ensued. And it has permanently impacted the psyche of many market pundits. Since then, there has been no shortage of bear market predictions and lately there... Show More

See 1 more comment

The World’s Largest Biometric ID System

Mugunthan Siva

India is home to the world’s largest biometric identity program. The Unique Identification Authority of India has spent seven years collecting fingerprints, iris and facial scans for over 1.167 billion enrolled citizens. The World Bank's Chief Economist, Paul Romer, described it as "the most sophisticated ID program in the world". Show More

Will the tech sell-off continue? Three things to understand before deciding

Lachlan MacGregor

Last Friday the US Technology Index fell almost 3%, with selling concentrated in the largest stocks: Facebook, Amazon, Netflix and Google (the so-called 'FANGs') plus Microsoft and Apple were all down 3-5%. The slide resumed on Wednesday and Thursday and investors must question whether this will continue. I think there... Show More

The future of Drones, Augmented Reality, and the Internet of Things

Marc Kennis

We recently attended one of the largest Enterprise Technology conferences globally, CeBIT in Hannover, Germany. The range of Technology verticals represented at CeBIT continues to be very impressive and includes sub sectors such as Data Analytics, Content Management, Artificial Intelligence, Cyber Security, Internet of Things, Virtual and Augmented Reality, (connected)... Show More

Cloud-based technology improving Microsoft software for users. LVT:ASX - LiveTiles Limited

Murdoch Gatti | York Wealth Management

LiveTiles Limited (ASX: LVT) was recently acquired by Modun Resources Limited and relisted on the ASX on 18 September 2015. LiveTiles Design generates revenue and is a software tool that improves the user experience of Microsoft Sharepoint, an enterprise collaboration platform. LVT is in early stages of growth with no... Show More

Apple vs Microsoft and the new tech threat - Stuart Miles, CEO of UK tech website Pocket-Lint.com

Saxo Capital Markets Australia

Apple vs Microsoft and the new tech threat - Stuart Miles, CEO of UK tech website Pocket-Lint.com. As Apple and Microsoft fight for market share, Stuart Miles, CEO and Founder of UK tech website Pocket-Lint.com believes Apple is becoming a lifestyle hardware brand, while Microsoft is focusing more on its... Show More