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$OMC 2Q15 Q&A: Daniel of BMO Capital Markets asked whether ramp up in analytics, programmatic will start to ease off a little bit. Phil answered that it is still early days. Has been making investments for the last five years or so in Annalect and Accuen has been around now for last two years. Expects growth and opportunities to continue in future.
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.