Finance analyst firm Goldman Sachs reiterated their “sell” rating for Microsoft saying that Windows business is slowing Microsoft down and they think Windows as a “continued drag” and an impediment to Microsoft’s growth.
Here is an excerpt from their notes,
- Not enough enterprises are going to move to Windows 10, at least not right away, denying Microsoft the income that comes from huge corporate contracts.
- Windows Server 2003 is reaching its end-of-life, meaning Microsoft will no longer support it with new updates and patches. But it was never Microsoft’s most popular product, so even if enterprises take the opportunity to upgrade, Goldman Sachs doubts it’s enough to really make much impact on the bottom line.
- Not enough enterprises are renewing their Enterprise Licence Agreements (ELAs), a bundle of software-plus-support packages that Microsoft offers to larger customers.