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Microsoft shares to surge 4% in 5 days as Azure revenue transparency boosts investor confidence

MSFT to gain 4% in 5 days as Azure revenue disclosure improves valuation clarity vs. AWS.

Ticker
MSFT

Filing analysis

Microsoft's Azure revenue disclosure will reduce uncertainty, with AWS trading at 22x EV/EBITDA vs. MSFT's 18x, justifying a 4% upside.

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Source: Original SEC filing

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