3. Microsoft Corporation (MSFT)
The AI Operating System
Metric | Value
------------------------|----------------------
Annual Revenue | $245B+
Free Cash Flow | $65B+
Cloud Revenue Run Rate | $140B+
Dividend Growth | 20+ years consecutive
Microsoft has reinvented itself from legacy software to an AI-powered cloud empire.
Key Catalysts:
- Azure cloud growing 30%+
- AI Copilot boosts Office 365
- $15B+ gaming revenue
- Deep OpenAI partnership
- Enterprise lock-in = retention
The Microsoft Monopoly:
Switching from Microsoft is nearly impossible. It’s a reliable cash machine.