Munster Says Microsoft Gaining on Amazon Cloud Sales

The transcript discusses Microsoft's strong financial performance, highlighting its revenue and earnings growth, and its significant market cap. It also covers Microsoft's cloud business, which is growing faster than Amazon's, and its potential to gain market share. The impact of technology companies on the S&P 500 is noted, along with key metrics for Facebook, Amazon, and Apple. Apple's financial strategy, including its share buyback plan, is analyzed, as well as the potential impact of tariffs on its supply chain.

What was the percentage increase in Microsoft's unearned revenue, and how did it compare to analysts' expectations?

• 23%, which was higher than the expected 21%

• 21%, which matched analysts' expectations

• 20%, which was below the expected 23%

• 25%, which exceeded the expected 23%

Which company had a significant stock pullback after its earnings report, as mentioned in the second section?

• Netflix

• Apple

• Google

• Amazon

What is the critical metric for Facebook that investors are focusing on?

• Revenue growth

• Daily and monthly active users

• Cloud service expansion

• Share buyback program

What is the potential impact of tariffs on Apple's supply chain?

• Increase in product costs by 10%

• No impact on product costs

• Decrease in product costs by 5%

• Increase in product costs by 5%

What economic principle is expected to prevail in the tariff situation according to the final section?

• Supply and demand

• Comparative advantage

• Fiscal policy

• Monetary policy