MSFT: The Quiet Trend Nobody's Watching

Microsoft (MSFT) is a giant in the tech world, and its stock has been a favorite for many. But according to one look behind the scenes, there might be a quiet change happening that not everyone is talking about. The big story often heard is about Microsoft's strong performance. However, the article points out a specific detail: the growth of its 'commercial bookings.' Think of this as the rate at which Microsoft is signing up new business deals. What the article highlights is that this growth in new business bookings has been slowing down over the past year. While Microsoft is still doing business, the pace of signing *new* deals isn't as fast as it used to be. The author suggests this slowdown is an important piece of information that many investors might be overlooking. They argue that this trend could potentially impact how fast Microsoft can grow in the future. Even though Microsoft's stock price is high right now, this slowdown in booking growth is presented as something worth keeping an eye on. It's a different perspective on what's happening inside the company and something investors might want to consider as they look at MSFT.