$MSFT (+0,48%) 's Azure Cloud segment is likely soon to be the company's largest cash driver, with 33% YoY growth.
But the company's largest segment by revenues and profits remains its Productivity and Business Processes segment.
This growth was driven largely from resilient growth in the enterprise business, perhaps benefitting from the company's integration of generative AI into its products.
We see a lot of potential upside of at least 15% to 17% annual return potential over the coming years.