The article discusses Microsoft's FQ2 2023 and Alphabet's full-year 2022 earnings, cash flows and recent events. I highlight the most important pillars in the two companies' economic moats. I will ...
Microsoft delivered $25.7 billion in September-quarter free cash flow, up 33% from a year before, whereas analysts had been looking for $19.2 billion. The company disclosed that "the timing of cash ...
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