Microsoft

CFRA Maintains Strong Buy Opinion On Shares Of Microsoft Corporation

/ / Technology /

CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: MSFT completed its $75B Activision Blizzard (ATVI 94 NR) deal after the U.K.’s Competition and Markets Authority (CMA) said the deal no longer poses a competitive risk within the high-growth cloud streaming gaming market. MSFT agreed to give up cloud streaming rights (ex. EU) to Ubisoft (UBI EUR29 ***) to get approval from the CMA. UBI will compensate MSFT for the cloud rights to ATVI’s games through a one-off payment and recurring payment agreement that supports pricing based on usage. Although we believe MSFT gave up a lot to get this deal done (e.g., cloud gaming rights to UBI, long-term deals for gaming rights to competitors, and free licenses to stream in the EU), we note that it does bolster its own streaming offering (Xbox GamePass). MSFT […]

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Oracle, Microsoft Database Deal Could Be ‘Material Positive,’ UBS Says

/ / Technology / , ,

Oracle’s (ORCL) major database deal with Microsoft (MSFT) could be a “material positive” for both companies, UBS said in an emailed note to clients Friday. The tech companies late Thursday introduced a new database service for customers to access other Oracle services in Microsoft Azure datacenters. The deal creates an Oracle Cloud Infrastructure tailwind through faster cloud migrations and is a material win for Microsoft given how resource-heavy typical Exadatabased workloads are but the tech giant may “modestly lose” some Azure database upside, UBS said. The transaction is also likely a “modest negative” for Amazon.com’s (AMZN) Amazon Web Services and could cut some Oracle “displacement upside” for MongoDB (MDB), UBS said. Revenue from the new database service, Database@Azure, will be reported as OCI revenue, according to the note.

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