Thank you for sharing. I think anyone on the board should go through MSFT’s earning call transcript. The report is bullish for most stocks covered on the board.
One in particular that got my attention (outside of the obvious companies) is super bullish for MNDY (let’s see how market responds to it):
“Organizations are using Teams to run their business with collaborative applications that bring business process data right into the flow of work. Monthly usage of third-party applications and custom-built solutions has grown 10x in the last two years, with new and updated apps this quarter from Atlassian, Monday.com, SAP, and Workday.”
And towards the end of the call - and all of this is coming from Satya Nadella
"Coming out of the pandemic, we were hit with supply chain issues. So supply chain insights became the most important thing. So that’s where the demand picked up. So as I look at our portfolio, we are seeing a slightly different set of solutions.
Same thing with Power Platform, right? When you are sort of saying we have a labor force shortage and we need to do more with less, guess what, you turn to more automation tools, and that’s where something like Power Platform, especially given you can even train your first-line workers to be able to be app builders and automate workflows. That’s proving to be a productivity driver."
"So we are seeing differences in demand. I think the stable state here would be the structural shift that’s happened because of the pandemic combined with even some of these constraints, whether there’s supply shocks or others will hopefully go away.
But the 1 thing that isn’t going to go away is the need for increasing levels of digitization, both in terms of tools that people use to improve the productivity of your OpEx and the COGS you have in your enterprise will probably now have a digital component to it because that’s where the leverage of cost will come."
I find the above statements super bullish for MNDY and the likes.