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Wrong Keith Weiss?

Mr. Keith E. Weiss

Equity Analyst

Morgan Stanley & Co.

Direct Phone: (212) ***-****       

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Morgan Stanley & Co.

1585 Broadway

New York, New York 10036

United States

Company Description

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 590 investment professionals around the world and $406 billion in assets under management or supervision as of June 30, 2016. Morgan Stanley Investment M ... more

Find other employees at this company (57,404)

Background Information

Employment History

Manager of Financial Analysis


Web References (118 Total References)

Morgan Stanley On Oracle: 'Hurdling A Low Headline Bar For Q4' - Oracle Corporation (NASDAQ:ORCL) | Benzinga [cached]

Morgan Stanley's Keith Weiss maintains an Equal-Weight rating on Oracle Corporation (NYSE: ORCL), with a price target of $41.

Muted Expectations
Weiss expects new ARR and cloud billings growth to be the key areas of focus in 4Q, "as investors gauge the depth of Cloud transition."
Related Link: What Are The 5 Biggest Internet Buyouts Of All Time?
Given the "shaky" 4Q results in recent years, the analyst believes investor expectations seem to be muted heading into Oracle's earnings announcement later in the week.
"Focus is centered on the $1.5 billion new Cloud Annual Recurring Revenue (ARR) target, as well as, performance of SaaS/PaaS billings growth trends vs 32 percent reported in Q3," Weiss mentioned.
Declining Growth
However, the analyst expressed concern regarding both the quarter-on-quarter and year-on-year growth trends for Cloud ARR.
In addition, Weiss pointed out that SaaS/PaaS billings growth has declined significantly in Q3 to 32 percent, following the 68 percent growth in Q2 and 70 percent in Q1.
"There are a number of reasons that could explain the growth decline, including a shallower than expected Cloud transition," according to the Morgan Stanley report.
Given the decline in SaaS/PaaS billings growth, Weiss expects Oracle to pullback on cloud-related investments, while noting that cloud revenues were currently a relatively small mix of the total revenue.

Industry participants included Ryan ... [cached]

Industry participants included Ryan McDonald, Senior Analyst, Wunderlich; Byron Collie, Technology Fellow & Head of Cyber Intelligence, Goldman Sachs; Keith Weiss, Managing Director, Head of U.S. Software Equity Research at Morgan Stanley; and Melissa Gorham, Vice President, Software Equity Research at Morgan Stanley.

Intuit Q3'16 Earnings Conference Call: Full Transcript - Intuit Inc. (NASDAQ:INTU) | Benzinga [cached]

Our next question comes from the line of Keith Weiss of Morgan Stanley. Your question please.

Keith Weiss:Morgan Stanley:
Thank you guys for taking the question and very nice quarter.
Keith Weiss:
Sure. So, I will put the second question out there as well.
Thank you, Keith. First of all, thanks for the feedback on the quarter.
Keith Weiss:
Excellent. Thank you very much, guys.
Alright, Keith. Thank you.

On the flip side, Morgan ... [cached]

On the flip side, Morgan Stanley analyst Keith Weiss noted that Microsoft just needs a few likely bounces to restore Windows profitability.

Microsoft Corporation (NASDAQ:MSFT) - Microsoft's Q3 Was Tough But Core Story Remains Intact, Morgan Stanley Says | Benzinga [cached]

Morgan Stanley's Keith Weiss maintained an Overweight rating for the company, while reducing the price target from $66 to $64. The analyst mentioned that Microsoft's core story remains intact and the company is likely to offer mid-teens returns in the longer-term.

Microsoft's recent performance has come under pressure due to an uneven macro environment, declining PCs and a higher tax rate. Analyst Keith Weiss pointed out, however, that the company's core story was unaffected by this, with Office 365 and Azure boosting growth in the commercial annuity base, "which should sustain a durable mid-teens return profile at MSFT longer-term."
Investors Likely Disappointed
Microsoft had been delivering solid beats till now. The company's recent in-line Q3 results and significantly short Q4 guidance are likely to have left investors disappointed, Weiss said. The Intelligent Cloud [IC] and Productivity Business Process [PBP] segments were negatively impacted by an uneven macro and weak PCs.

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