The Motley Fool

OCTOBER 24, 2023

It speaks to the pace at which we are delivering AI revenue with the increasing cost expense and capital investment ahead with the demand we see. The lesson learned from the cloud side is this, we're not running a conglomerate of different businesses. It's all one tech stack up and down Microsoft's portfolio.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Leveraging Accounting Banks 245

The Motley Fool

MAY 2, 2024

Finally, a multinational conglomerate company has signed a deal with us to manage its ALM needs for data center decommissioning as well as their end user devices. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. AFFO was $324 million or $1.10

Assets 130

Assets Capital Banks Leveraging 130

The Motley Fool

MAY 9, 2024

In addition to signing new customers, we renewed and expanded with our existing restaurant customers this quarter, including a leading restaurant conglomerate in the U.S., Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 130

Leveraging Banks Capital Conglomerates 130

The Motley Fool

JULY 30, 2024

I think it's been hampered by the conglomerate discount that our company received. It also makes it a difficult business for an unproven competitor to come into the marketplace and invest $1 billion-plus in upfront fee and then significant capital investment. So I'm excited about it.

Bidding 130

Bidding Leveraging Debt Shareholders 130

The Motley Fool

AUGUST 2, 2023

As a result, we are in discussions to add approximately 1 Bcf of capacity via compression, which will require minimal capital investment. And so, it was just a kind of a conglomeration of a lot of different things that happened over a short period of time. So, it was a pretty short-lived run-up in ethane prices.

Assets 100

Assets Leveraging Capital Banks 100

The Big Picture

FEBRUARY 28, 2023

We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. And we looked more like an industrial conglomerate than — RITHOLTZ: That’s where I was going to go. But we know what our future liabilities are, and we can ladder that out.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

OCTOBER 30, 2024

And in H2, we still expect Azure growth to accelerate from H1 as our capital investments create an increase in available AI capacity to serve more of the growing demand. So we feel well positioned, quite frankly, with the same investment. We're not a conglomerate here. So this is -- that's the thing.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Accounting Investors 130