Articles written by The Science Of Hitting - Benzinga

"Microsoft: The Third Pillar" (The Emerging Opportunity For MSFT From Generative AI)

Microsoft (NASDAQ: MSFT) Office revenues reached ~$49 billion in FY2023 (up ~70% from FY2018); Office 365 Commercial now has ~400 million paid seats, up >100% from yearend FY2018. Ongoing strength in paid seats (volumes), at +11% YoY in Q4 FY2023, was led by SMB’s and frontline workers.

CAVA: The Next Chipotle?

A natural place to start an analysis of CAVA (NYSE: CAVA) is with the current state of the business: how does the company's financial performance compare to a best-in-class operator when they were at a similar size - for example, Chipotle (NYSE:

Dollar Tree: After Years In The Mud, A Turning Point Appears

Throughout much of the past five-plus years, Dollar Tree (NASDAQ: DLTR) has been stuck in a bit of a rut, most notably as it relates to the turnaround efforts at Family Dollar. In my view, that is starting to change.

Disney: The Path Forward In The Linear To DTC Transition

Some thoughts on Disney's (NYSE: DIS) transition from linear (pay-TV) to direct-to-consumer (DTC):

Meta Q1 FY23 Results: When It All Matters (TSOH Investment Research Service)

Some invesmtent commentary on Meta Platforms Inc (NASDAQ: META) Q1 FY23 results: