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News · Equities · MarketWatch · Mon, Sep 21, 2026 4:00 PM

This is the ‘most underappreciated’ driver for Microsoft’s business, according to one analyst

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Investors understand Microsoft’s cloud-computing opportunities, but may not be giving enough credit to the revenue potential of its software business.

OpenBook market desk: Investors understand Microsoft’s cloud-computing opportunities, but may not be giving enough credit to the revenue potential of its software business.

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