Brent Bracelin

We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Brent Bracelin is associated, including Microsoft and revenue. Most recently, Brent Bracelin has been quoted saying: “We expect another solid quarter when Microsoft releases earnings results this Thursday, which should reinforce our bullish stance on the company's progress in pivoting from laggard to leader in cloud, digital and artificial intelligence.” in the article Microsoft's earnings to exceed Wall Street's expectations on growth from the cloud, Pacific Crest predicts. An other article where Brent Bracelin has been quoted is Workday shares fall after analysts cite uncertainties in deals.

Brent Bracelin quotes

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Our proprietary tracker of Salesforce job postings suggests that large-deal momentum remains strong. ... We remain bullish on solid growth prospects as it becomes a broader cloud platform for large enterprises. CRM is a top cloud stock to own for 2017.

We expect another solid quarter when Microsoft releases earnings results this Thursday, which should reinforce our bullish stance on the company's progress in pivoting from laggard to leader in cloud, digital and artificial intelligence.

Delays of a couple large deals tempered the company's outlook for subscription revenue and billings next quarter and will likely pressure shares tomorrow.

It isn't whether they slightly beat revenue, or slightly miss revenue, it's really about that cloud transition, because that's the future of these companies.

These are global entities, and so they need someone that has invested billions and billions of dollars in a data center footprint in specific countries that they might have operations.

It is important because these are large companies that historically had large installed bases and they historically had high margin profiles and so you are going from a legacy business that had high margins to a newer immature business that's growing fast.

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